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Morningstar

WisdomTree Digital Short-Term Treasury WTSYX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 0.99  /  −0.03 %
  • Total Assets 987,749.0
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • 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 4.03%
  • 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 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.

WisdomTree Digital Short-Term Treasury’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 WTSYX

More WTSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.38%

39.92 366,478
Government

United States Treasury Notes 1.25%

17.01 156,188
Government

United States Treasury Notes 4.5%

14.33 131,603
Government

United States Treasury Notes 4.63%

9.11 83,646
Government

United States Treasury Notes 4.38%

6.49 59,562
Government

United States Treasury Notes 4.13%

4.80 44,108
Government

United States Treasury Notes 2%

4.20 38,551
Government

United States Treasury Notes 3.75%

3.06 28,134
Government

United States Treasury Notes 4.13%

0.43 3,947
Government

United States Treasury Notes 4%

0.43 3,934
Government