Morningstar

Wisdomtree Long-Term Treasury Digital Fund N/A WTLGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $7.51  /  −0.05 %
  • Fund Size $752,318.0
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Long Government
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 5.49%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis WTLGX

Will WTLGX 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 WTLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Long-Term Trsy Dgtl N/A 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 WTLGX

More WTLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

4.08 30,658
Government

United States Treasury Bonds 4.75%

3.92 29,454
Government

United States Treasury Bonds 4.75%

3.91 29,424
Government

United States Treasury Bonds 4.75%

3.91 29,422
Government

United States Treasury Bonds 4.625%

3.83 28,842
Government

United States Treasury Bonds 4.625%

3.83 28,830
Government

United States Treasury Bonds 4.625%

3.83 28,830
Government

United States Treasury Bonds 4.5%

3.75 28,243
Government

United States Treasury Bonds 4.75%

3.74 28,105
Government

United States Treasury Bonds 4.25%

3.61 27,174
Government

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