Wisdomtree Yield Enhanced Etf Profile

AGGY Etf  USD 43.57  0.03  0.07%   

Performance

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Odds Of Distress

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WisdomTree Yield is trading at 43.57 as of the 22nd of March 2025; that is 0.07 percent decrease since the beginning of the trading day. The etf's open price was 43.6. WisdomTree Yield 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. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. 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

  0.85BND Vanguard Total Bond Sell-off TrendPairCorr
  1.0AGG iShares Core Aggregate Sell-off TrendPairCorr
  0.99BIV Vanguard IntermediatePairCorr
  1.0SPAB SPDR Portfolio Aggregate Sell-off TrendPairCorr
  0.91EAGG iShares ESG AggregatePairCorr
  0.99FLCB Franklin Templeton ETFPairCorr

Moving against WisdomTree Etf

  0.34SIXD AIM ETF ProductsPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Broad Debt ETFs, Intermediate Core Bond, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2015-07-09
BenchmarkBarclays U.S. Aggregate Enhanced Yield Index
Entity TypeRegulated Investment Company
Asset Under Management894.5 Million
Average Trading Valume129,961.7
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 ManagerPaul Benson, Stephanie Shu
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents2,583
Market MakerJane Street
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D2.33
NameWisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Currency CodeUSD
Open FigiBBG009KCY2B7
In Threey Volatility8.4
1y Volatility5.98
200 Day M A43.6563
50 Day M A43.1794
CodeAGGY
Updated At22nd of March 2025
Currency NameUS 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 Investment Grade ETFs. WisdomTree Yield Enhanced presently have 878.12 M in assets under management (AUM). , while the total return for the last 3 years was 0.2%.
Check WisdomTree Yield Probability Of Bankruptcy

Geographic Allocation (%)

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.

WisdomTree Yield Top Holders

AIHAXHorizon Active IncomeMutual FundIntermediate Core-Plus Bond
AIMNXHorizon Active IncomeMutual FundIntermediate Core-Plus Bond
AIRIXHorizon Active IncomeMutual FundIntermediate Core-Plus Bond
EVVLXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVVCXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVFTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
EVMLXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVFCXEvaluator Conservative RmsMutual FundAllocation--15% to 30% Equity
More Details

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.

WisdomTree Yield Against Markets

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 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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.