WisdomTree Yield Enhanced U.S. Aggregate Bond ETF prioritizes yield, a strategy that brings risk and sometimes handsome rewards. Constraints hold the fund closer to the broad market but can force it to buy high and sell low, resulting in a Morningstar Analyst Rating of Neutral.
WisdomTree Yield Enhanced US Aggt Bd ETF AGGY
Morningstar’s Analysis AGGY
Will AGGY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 4.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Tennessee Valley Authority 5.25% | 0.82 | 8.1 Mil | Government |
Federal Home Loan Banks 5.5% | 0.49 | 4.8 Mil | Government |
Tennessee Valley Authority 5.88% | 0.47 | 4.6 Mil | Government |
Federal Home Loan Banks 3.25% | 0.37 | 3.6 Mil | Government |
United States Treasury Notes 1.13% | 0.37 | 3.6 Mil | Government |
United States Treasury Notes 2.75% | 0.36 | 3.6 Mil | Government |
United States Treasury Notes 4.5% | 0.35 | 3.5 Mil | Government |
United States Treasury Notes 4.25% | 0.35 | 3.4 Mil | Government |
Federal National Mortgage Association 5.63% | 0.34 | 3.4 Mil | Government |
United States Treasury Notes 3.75% | 0.33 | 3.2 Mil | Government |
United States