Morningstar

WisdomTree Digital Short-Term Treasury Fund WTSYX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $0.99  /  −0.33 %
  • Fund Size $1.0M
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Short Government
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 3.78%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis WTSYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Digital Short-Term Treasury 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 WTSYX

More WTSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

2.16 21,698
Government

United States Treasury Notes 4.625%

1.37 13,753
Government

United States Treasury Notes 4.25%

1.35 13,617
Government

United States Treasury Notes 4%

1.34 13,520
Government

United States Treasury Notes 4.5%

1.34 13,507
Government

United States Treasury Notes 4.25%

1.34 13,495
Government

United States Treasury Notes 3.5%

1.34 13,477
Government

United States Treasury Notes 4.125%

1.34 13,475
Government

United States Treasury Notes 4.125%

1.34 13,458
Government

United States Treasury Notes 4%

1.34 13,456
Government

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