The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
WisdomTree Voya Yld Enh USD Unvsl Bd Fd UNIY
Morningstar’s Analysis UNIY
Will UNIY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Us 5yr Note (Cbt) Jun24 Xcbt 20240628 | 2.40 | 30.9 Mil | Government |
United States Treasury Notes 4.13% | 2.24 | 28.9 Mil | Government |
Us Ultra Bond Cbt Jun24 Xcbt 20240618 | 2.11 | 27.3 Mil | Government |
United States Treasury Notes 4% | 1.74 | 22.4 Mil | Government |
United States Treasury Notes 1.5% | 1.55 | 19.9 Mil | Government |
United States Treasury Notes 3.63% | 1.49 | 19.2 Mil | Government |
United States Treasury Notes 2.88% | 1.49 | 19.2 Mil | Government |
Us Long Bond(Cbt) Jun24 Xcbt 20240618 | 1.32 | 17.1 Mil | Government |
United States Treasury Notes 4.63% | 1.12 | 14.5 Mil | Government |
United States Treasury Notes 3.88% | 1.10 | 14.2 Mil | Government |