Skip to Content
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 9.32  /  −0.30 %
  • Total Assets 913,506.0
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • 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 3.66%
  • Effective Duration —

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 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.

WisdomTree 7-10 Yr Trsy Dgtl N/ A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 WTSTX

More WTSTX 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

United States Treasury Notes 1.88%

52.91 489,603
Government

United States Treasury Notes 4.38%

17.77 164,394
Government

United States Treasury Notes 1.38%

14.66 135,686
Government

United States Treasury Notes 3.88%

5.69 52,684
Government

United States Treasury Notes 4.5%

4.49 41,516
Government

United States Treasury Notes 3.5%

4.48 41,420
Government