WisdomTree Yield Enh US S-T Aggt Bd ETF (SHAG)
46.66
-0.16
(-0.34%)
USD |
BATS |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.12% | -0.00% | 37.33M | 4902.07 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 3.60% | 124.0% | -66.09M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the price and yield performance, before fees and expenses, of the Bloomberg US Short Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is designed to broadly capture the short-term U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | Medium Quality/Limited Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Short-Term Bond |
| Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | WisdomTree |
| Prospectus Benchmark Index | |
| Bloomberg US Short Agg Enhn Yd TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Bob Kase | 6.88 yrs |
| Brian Timberlake | 6.88 yrs |
| Dave Goodson | 6.88 yrs |
| Randall Parrish | 6.88 yrs |
| Sean Banai | 6.88 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the price and yield performance, before fees and expenses, of the Bloomberg US Short Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is designed to broadly capture the short-term U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | Medium Quality/Limited Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Short-Term Bond |
| Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | WisdomTree |
| Prospectus Benchmark Index | |
| Bloomberg US Short Agg Enhn Yd TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Bob Kase | 6.88 yrs |
| Brian Timberlake | 6.88 yrs |
| Dave Goodson | 6.88 yrs |
| Randall Parrish | 6.88 yrs |
| Sean Banai | 6.88 yrs |