Morningstar

Wisdomtree Core Laddered Municipal Fund WTMU

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

Morningstar’s Analysis WTMU

Will WTMU outperform in the 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 WTMU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTMU 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 WTMU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Core Laddered Municipal holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WTMU

More WTMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CHICAGO ILL WASTEWATER TRANSMISSION REV 5%

3.03 155,990
municipal

LOS ANGELES CALIF DEPT WTR & PWR REV 5%

2.91 150,090
municipal

ILLINOIS ST 5%

2.86 147,290
municipal

JEA FLA ELEC SYS REV 5%

2.74 141,167
municipal

PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV 5%

2.67 137,394
municipal

MICHIGAN FIN AUTH REV 5%

2.63 135,612
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.63 135,379
municipal

MINNEAPOLIS & ST PAUL MINN HSG & REDEV AUTH HEALTH CARE SYS 5%

2.58 132,718
municipal

DALLAS TEX 5%

2.54 130,636
Cash and Equivalents

NEW YORK N Y CITY INDL DEV AGY REV 5%

2.53 130,500
municipal

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