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Morningstar

WisdomTree 7-10 Yr Trsy Dgtl N/A WTSTX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 9.80  /  0.05 %
  • Total Assets 984,659.0
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Long Government
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield —
  • Effective Duration —

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:24 PM GMT+0

Morningstar’s Analysis WTSTX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

WisdomTree 7-10 Yr Trsy Dgtl N/A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTSTX

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

United States Treasury Notes 1.88%

53.30
507,256
Government

United States Treasury Notes 1.38%

25.95
246,997
Government

United States Treasury Notes 0.63%

14.81
140,926
Government

United States Treasury Notes 3.5%

5.41
51,479
Government

United States Treasury Bonds 6.25%

0.53
5,059
Government