Morningstar

Wisdomtree Short-Duration Income Digital Fund N/A WTSIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.98  /  −0.34 %
  • Fund Size $1.3M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 4.72%
  • Average Effective Duration 2.77 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis WTSIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Short-Duration Inc 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 WTSIX

More WTSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Yield Enh US S-T Aggt Bd ETF

24.98 317,629
—

WisdomTree US Shrt-Term Corp Bd

19.95 253,561
—

WisdomTree Mortgage Plus Bond

19.67 250,060
—

WisdomTree Floating Rate Treasury ETF

15.30 194,479
—

WisdomTree Interest Rt Hdg Hi Yld Bd ETF

15.19 193,080
—

WisdomTree Emerging Markets Lcl Dbt ETF

4.88 62,041
—

Net Current Assets

0.03 440
—

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