Wisdomtree Interest Rate Etf Profile
| AGZD Etf | USD 22.24 0.07 0.32% |
Performance13 of 100
| Odds Of DistressLess than 9
|
WisdomTree Interest is trading at 22.24 as of the 12th of May 2024, a 0.32 percent increase since the beginning of the trading day. The etf's lowest day price was 22.19. WisdomTree Interest has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for WisdomTree Interest Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of February 2024 and ending today, the 12th of May 2024. Click here to learn more.
The index is designed to provide long exposure to the Bloomberg U.S. Wisdomtree Int is traded on NASDAQ Exchange in the United States. More on WisdomTree Interest Rate
Moving together with WisdomTree Etf
| 0.84 | RISR | FolioBeyond Rising Rates | PairCorr |
| 0.9 | RINF | ProShares Inflation | PairCorr |
| 0.8 | VPC | Virtus Private Credit | PairCorr |
Moving against WisdomTree Etf
| 0.51 | BND | Vanguard Total Bond | PairCorr |
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 Interest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree Interest 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 Concentration | Investment Grade ETFs, Broad Debt ETFs, Nontraditional Bond, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2013-12-18 |
| Benchmark | Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 173.25 Million |
| Average Trading Valume | 89,432.3 |
| 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-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 1,965 |
| Market Maker | Flow Traders |
| Total Expense | 0.23 |
| Management Fee | 0.23 |
| Country Name | USA |
| Returns Y T D | 2.7 |
| Name | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund |
| Currency Code | USD |
| Open Figi | BBG005Q26B40 |
| In Threey Volatility | 2.03 |
| 1y Volatility | 1.65 |
| 200 Day M A | 22.1174 |
| 50 Day M A | 22.138 |
| Code | AGZD |
| Updated At | 11th of May 2024 |
| Currency Name | US Dollar |
WisdomTree Interest Rate [AGZD] is traded in USA and was established 2013-12-18. The fund is listed under Nontraditional Bond category and is part of WisdomTree family. The entity is thematically classified as Investment Grade ETFs. WisdomTree Interest Rate presently have 345.98 M in assets under management (AUM). , while the total return for the last 3 years was 3.7%.
Check WisdomTree Interest 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 Interest Rate 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 Interest Rate Currency Exposure
WisdomTree Interest Rate 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 Interest 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 Interest Rate.
Top WisdomTree Interest Rate Etf Constituents
| ZTM23 | 25.39195% |
| TNM23 | 29.49737% |
WisdomTree Interest Target Price Odds Analysis
What are WisdomTree Interest's target price odds to finish over the current price? Based on a normal probability distribution, the odds of WisdomTree Interest jumping above the current price in 90 days from now is about 5.02%. The WisdomTree Interest Rate probability density function shows the probability of WisdomTree Interest etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days WisdomTree Interest Rate has a beta of -0.0216. This suggests as returns on the benchmark increase, returns on holding WisdomTree Interest are expected to decrease at a much lower rate. During a bear market, however, WisdomTree Interest Rate is likely to outperform the market. Additionally, wisdomTree Interest Rate has an alpha of 0.0235, implying that it can generate a 0.0235 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of WisdomTree Interest to move above the current price in 90 days from now is about 5.02 (This WisdomTree Interest Rate probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
WisdomTree Interest Rate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree Interest market risk premium is the additional return an investor will receive from holding WisdomTree Interest 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 Interest. 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 Interest's alpha and beta are two of the key measurements used to evaluate WisdomTree Interest's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0744 | |||
| Jensen Alpha | 0.0235 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.22) |
WisdomTree Interest Against Markets
Picking the right benchmark for WisdomTree Interest 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 Interest 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 Interest is critical whether you are bullish or bearish towards WisdomTree Interest Rate at a given time. Please also check how WisdomTree Interest'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 Interest 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.Did you try this?
Run Volatility Analysis Now
Volatility AnalysisGet historical volatility and risk analysis based on latest market data |
| All Next | Launch Module |
How to buy WisdomTree Etf?
Before investing in WisdomTree Interest, 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 Interest. To buy WisdomTree Interest etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree Interest. 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 Interest etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located WisdomTree Interest Rate 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 Interest Rate 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 Interest Rate, 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 Interest guide.
Already Invested in WisdomTree Interest Rate?
The danger of trading WisdomTree Interest Rate 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 Interest 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 Interest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree Interest Rate 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 Interest Rate is a strong investment it is important to analyze WisdomTree Interest'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 Interest's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Interest Rate. 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 Interest Rate information on this page should be used as a complementary analysis to other WisdomTree Interest'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 Stocks Directory module to find actively traded stocks across global markets.
The market value of WisdomTree Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Interest'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 Interest's market value can be influenced by many factors that don't directly affect WisdomTree Interest'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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Interest'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.