Morningstar

WisdomTree Interest RtHdgUS Aggt Bd ETF AGZD

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

Morningstar’s Analysis AGZD

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

  • People Pillar

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

WisdomTree Interest RtHdgUS Aggt Bd ETF’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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGZD

More AGZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −109.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Total Cash Offset

113.45 192.6 Mil
Cash and Equivalents

Citigroup Repo Repo 5807

1.15 2.0 Mil
Cash and Equivalents

United States Treasury Notes 3.38%

0.66 1.1 Mil
Government

WORLD OMNI AUTO RECEIVABLES TRUST 2024-B 5.27%

0.61 1.0 Mil
Securitized

United States Treasury Notes 0.63%

0.59 1.0 Mil
Government

United States Treasury Notes 1.25%

0.58 991,605
Government

United States Treasury Notes 3.5%

0.57 964,998
Government

Federal National Mortgage Association 6%

0.54 921,933
Securitized

United States Treasury Notes 4%

0.53 907,019
Government

United States Treasury Bonds 4.25%

0.50 842,500
Government

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