Wisdomtree Yield Enhanced Etf Profile
| AGGY Etf | USD 43.74 0.17 0.39% |
Performance0 of 100
| Odds Of DistressLess than 9
|
WisdomTree Yield is trading at 43.74 as of the 28th of November 2024; that is 0.39 percent increase since the beginning of the trading day. The etf's open price was 43.57. WisdomTree Yield has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for WisdomTree Yield Enhanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Yield Enhanced
Moving together with WisdomTree Etf
| 1.0 | BND | Vanguard Total Bond | PairCorr |
| 1.0 | AGG | iShares Core Aggregate | PairCorr |
| 0.99 | BIV | Vanguard Intermediate | PairCorr |
| 1.0 | SPAB | SPDR Portfolio Aggregate | PairCorr |
| 1.0 | EAGG | iShares ESG Aggregate | PairCorr |
| 0.99 | FLCB | Franklin Templeton ETF | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Investment Grade ETFs, Intermediate Core Bond, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2015-07-09 |
| Benchmark | Barclays U.S. Aggregate Enhanced Yield Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 936.69 Million |
| Average Trading Valume | 84,251.8 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Benson, Stephanie Shu |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2,668 |
| Market Maker | Jane Street |
| Total Expense | 0.12 |
| Management Fee | 0.12 |
| Country Name | USA |
| Returns Y T D | 2.91 |
| Name | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund |
| Currency Code | USD |
| Open Figi | BBG009KCY2B7 |
| In Threey Volatility | 8.34 |
| 1y Volatility | 7.63 |
| 200 Day M A | 43.5237 |
| 50 Day M A | 44.0309 |
| Code | AGGY |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
WisdomTree Yield Enhanced [AGGY] is traded in USA and was established 2015-07-09. The fund is listed under Intermediate Core Bond category and is part of WisdomTree family. The entity is thematically classified as Broad Debt ETFs. WisdomTree Yield Enhanced presently have 878.12 M in assets under management (AUM). , while the total return for the last 3 years was -2.1%.
Check WisdomTree Yield Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Yield Enhanced Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Yield Enhanced Currency Exposure
WisdomTree Yield Enhanced holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Yield will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Yield Enhanced.
Top WisdomTree Yield Enhanced Etf Constituents
| Federal National Mortgage Association 2.5% | 2.49% |
| Federal National Mortgage Association 2% | 4.97% |
| Tennessee Valley Authority 5.25% | 1.01% |
| Federal Home Loan Banks 5.5% | 0.75% |
| Federal National Mortgage Association 1.5% | 1.01% |
| Federal National Mortgage Association 6.63% | 0.75% |
| Tennessee Valley Authority 5.38% | 0.53% |
| Tennessee Valley Authority 5.88% | 0.55% |
| Federal Home Loan Mortgage Corporation 6.75% | 1.08% |
| Federal Home Loan Mortgage Corporation 6.25% | 1.72% |
WisdomTree Yield Top Holders
| AIHAX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond | |
| AIMNX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond | |
| AIRIX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond | |
| EVVLX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| EVVCX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVMLX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity | |
| EVFCX | Evaluator Conservative Rms | Mutual Fund | Allocation--15% to 30% Equity |
WisdomTree Yield Enhanced Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Yield. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | 0.491 |
WisdomTree Yield Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Yield Enhanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of WisdomTree Yield Enhanced is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Yield's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Yield's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Yield's market value can be influenced by many factors that don't directly affect WisdomTree Yield's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Yield's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Yield is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Yield's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.