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WisdomTree Target Range Fund GTR

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis GTR

Will GTR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GTR’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GTR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GTR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in WisdomTree Target Range Fund's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GTR

More GTR Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 8
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

81.02
46,209,119
Government

Spdr S+p 500 Etf Trust Jan24 340 Call

13.06
7,449,028
—

Ishares Msci Eafe Etf Jan24 61 Call

3.04
1,733,322
—

Ishares Russell 2000 Etf Jan24 160 Call

2.35
1,340,937
—

Ishares Msci Emerging Markets Jan24 35 Call

1.12
636,975
—

Ishares Msci Emerging Markets Jan24 48 Call

−0.01
−3,323
—

Ishares Msci Eafe Etf Jan24 82 Call

−0.01
−3,510
—

Ishares Russell 2000 Etf Jan24 215 Call

−0.02
−10,512
—

Spdr S+p 500 Etf Trust Jan24 460 Call

−0.56
−319,608
—