Wisdomtree Yield Enhanced Etf Profile

SHAG Etf  USD 47.11  0.05  0.11%   

Performance

4 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
WisdomTree Yield is trading at 47.11 as of the 28th of March 2024. This is a 0.11% increase since the beginning of the trading day. The etf's lowest day price was 47.07. WisdomTree Yield has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during 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 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested 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

  0.95IGSB IShares 1-5 YearPairCorr
  0.86SPSB SPDR Barclays ShortPairCorr
  0.94ISTB IShares Core 1-5PairCorr
  0.77LMBS First Trust LowPairCorr
  0.78SLQD IShares 0-5 YearPairCorr

WisdomTree Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree Yield's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree Yield or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Broad Debt ETFs, Short-Term Bond, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2017-05-18
BenchmarkBloomberg U.S. Short Aggregate Enhanced Yield Index
Entity TypeRegulated Investment Company
Asset Under Management37.65 Million
Average Trading Valume6,460.9
Asset TypeFixed Income
CategoryBroad Debt
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerSean Banai, Bob Kase, Randall Parrish, Dave Goodson, Brian Timberlake
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeCboe BZX Exchange, Inc.
Number of Constituents268
Market MakerJane Street
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D0.36
NameWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Currency CodeUSD
Open FigiBBG00GQ2TTR7
In Threey Volatility3.39
1y Volatility2.85
200 Day M A46.7793
50 Day M A47.1849
CodeSHAG
Updated At27th of March 2024
Currency NameUS Dollar
WisdomTree Yield Enhanced [SHAG] is traded in USA and was established 2017-05-18. The fund is listed under Short-Term Bond category and is part of WisdomTree family. The entity is thematically classified as Investment Grade ETFs. WisdomTree Yield Enhanced at this time have 87.94 M in assets. , while the total return for the last 3 years was -0.6%.
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%2.91%
United States Treasury Notes 1.25%2.08%
Federal National Mortgage Association 2%12.59%
United States Treasury Notes 0.13%1.46%
United States Treasury Notes 0.75%2.5999999%
Federal Home Loan Mortgage Corporation 0.38%1.52%
United States Treasury Notes 1.75%6.24%
United States Treasury Notes 1.5%2.41%
United States Treasury Bills 0.01%1.6900001%

WisdomTree Yield Target Price Odds Analysis

In reference to a normal probability distribution, the odds of WisdomTree Yield jumping above the current price in 90 days from now is roughly 2.87%. The WisdomTree Yield Enhanced probability density function shows the probability of WisdomTree Yield etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days WisdomTree Yield has a beta of 0.1228. This usually implies as returns on the market go up, WisdomTree Yield average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree Yield Enhanced will be expected to be much smaller as well. Additionally, wisdomTree Yield Enhanced has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 47.11HorizonTargetOdds Above 47.11
96.29%90 days
 47.11 
2.87%
Based on a normal probability distribution, the odds of WisdomTree Yield to move above the current price in 90 days from now is roughly 2.87 (This WisdomTree Yield Enhanced probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .

WisdomTree Yield Enhanced Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree Yield market risk premium is the additional return an investor will receive from holding WisdomTree Yield long position in a well-diversified portfolio. 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. Although WisdomTree Yield's alpha and beta are two of the key measurements used to evaluate WisdomTree Yield's performance over the market, the standard measures of volatility play an important role as well.

WisdomTree Yield Against Markets

Picking the right benchmark for WisdomTree Yield etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree Yield etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree Yield is critical whether you are bullish or bearish towards WisdomTree Yield Enhanced at a given time. Please also check how WisdomTree Yield's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in WisdomTree Yield without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy WisdomTree Etf?

Before investing in WisdomTree Yield, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree Yield. To buy WisdomTree Yield etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree Yield. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree Yield etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located WisdomTree Yield Enhanced etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased WisdomTree Yield Enhanced etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree Yield Enhanced, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree Yield guide.

Already Invested in WisdomTree Yield Enhanced?

The danger of trading WisdomTree Yield Enhanced is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree Yield is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree Yield. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree Yield Enhanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree Yield Enhanced is a strong investment it is important to analyze WisdomTree Yield's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Yield's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out World Market Map 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 tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the WisdomTree Yield Enhanced information on this page should be used as a complementary analysis to other WisdomTree Yield's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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When running WisdomTree Yield's price analysis, check to measure WisdomTree Yield's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree Yield is operating at the current time. Most of WisdomTree Yield's value examination focuses on studying past and present price action to predict the probability of WisdomTree Yield's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree Yield's price. Additionally, you may evaluate how the addition of WisdomTree Yield to your portfolios can decrease your overall portfolio volatility.
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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.