Advertisement
Skip to Content
Morningstar

WisdomTree Digital Short-Term Treasury WTSYX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 1.00  /  0.05 %
  • Total Assets 1.0 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Short 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 WTSYX

Will WTSYX 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 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 Manager Research

Morningstar Manager Research

Summary

WisdomTree Digital Short-Term Treasury’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WTSYX

More WTSYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 7
  • Other Holdings 0
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.38%

36.16
357,264
Government

United States Treasury Notes 0.75%

19.86
196,194
Government

United States Treasury Notes 1.88%

17.76
175,457
Government

United States Treasury Notes 4.63%

8.60
84,998
Government

United States Treasury Notes 0.88%

7.72
76,292
Government

United States Treasury Notes 2.13%

7.03
69,430
Government

United States Treasury Notes 3.75%

2.87
28,385
Government