Morningstar

WisdomTree Yield Enh US S-T Aggt Bd ETF SHAG

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis SHAG

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

  • People Pillar

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

WisdomTree Yield Enh US S-T Aggt Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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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 SHAG

More SHAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

12.70 5.2 Mil
Government

United States Treasury Notes 0.5%

9.77 4.0 Mil
Government

United States Treasury Notes 0.25%

8.92 3.6 Mil
Government

United States Treasury Notes 0.75%

2.78 1.1 Mil
Government

United States Treasury Notes 0.38%

2.53 1.0 Mil
Government

United States Treasury Notes 0.63%

1.28 521,240
Government

United States Treasury Notes 0.5%

1.13 460,728
Government

Goldman Sachs Group, Inc. 2.64%

0.90 368,201
Corporate

Japan Bank for International Cooperation 0.63%

0.88 357,604
Government

Federal Home Loan Mortgage Corp. 3.43%

0.85 345,993
Securitized

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