Morningstar

WisdomTree Mutual Funds

View all of WisdomTree’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

WisdomTree Funds List

Share Class Type

1 to 12 of 12 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
WisdomTree 3-7 Year Treasury Digital N/AWTTSXIntermediate Government—3.15%490.050%LowNo Load$25
WisdomTree 500 Digital N/ASPXUXLarge Blend—22.61%160.050%LowNo Load$25
WisdomTree 7-10 Yr Trsy Dgtl N/AWTSTXLong Government—2.72%40.050%LowNo Load$25
WisdomTree Digital Short-Term TreasuryWTSYXShort Government—3.50%620.050%LowNo Load$25
WisdomTree Floating Rate Trsy Dgtl N/AFLTTXUltrashort Bond—4.13%840.050%LowNo Load$25
WisdomTree Long-Term Trsy Dgtl N/AWTLGXLong Government—−0.66%760.050%LowNo Load$25
WisdomTree Short-Duration Inc Dgtl N/AWTSIXShort-Term Bond—4.68%430.420%Below AverageNo Load$25
WisdomTree Siegel Global Equity DgtlEQTYXGlobal Large-Stock Value—14.57%330.430%LowNo Load$25
WisdomTree Siegel Longevity DgtlLNGVXModerate Allocation—11.50%580.420%LowNo Load$25
WisdomTree Siegel Moderate DgtlMODRXModerate Allocation—10.10%830.410%LowNo Load$25
WisdomTree TIPS Digital N/ATIPSXInflation-Protected Bond—3.92%670.050%LowNo Load$25
WisdomTree Technology and Inn 100 DgtN/ATECHXTechnology—27.61%180.100%LowNo Load$25

WisdomTree Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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