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WisdomTree Short-Duration Inc Dgtl N/A WTSIX

Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 9.82  /  0.05 %
  • Total Assets 1.0 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield
  • Effective Duration

Morningstar’s Analysis WTSIX

Will WTSIX outperform in future?

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

Strength in WisdomTree Short-Duration Inc Dgtl N/ A'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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings WTSIX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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