AGZD

WisdomTree Trust WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$22.46

+0.00%

Market closed. Last update: 11:56 AM ET

📎 Investment Objective

The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) seeks to provide exposure to the U.S. aggregate bond market while mitigating the impact of rising interest rates.

Overview

ETF tracking WisdomTree Trust WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Category Fixed Income

Issuer WisdomTree

Inception Date 2013-12-18

Market Cap $95.5M

Average Volume N/A

Dividend Yield 3.47%

52-Week Range $22.06 - $22.66

VWAP $22.41

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) seeks to provide exposure to the U.S. aggregate bond market while mitigating the impact of rising interest rates.

🎯 Investment Strategy

AGZD invests in a portfolio of U.S. investment-grade fixed income securities, including Treasuries, corporate bonds, and mortgage-backed securities. The fund also utilizes interest rate swaps to hedge against the negative effects of rising interest rates on the underlying bond portfolio.

✨ Key Features

Interest rate hedged exposure to the U.S. aggregate bond market
Seeks to provide total return while reducing interest rate risk
Utilizes interest rate swaps to offset the impact of rising rates
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The fund's interest rate hedging strategy may not fully offset the impact of rising rates on the bond portfolio
Credit risk: The fund is exposed to the creditworthiness of the underlying bond issuers
Liquidity risk: The fund may experience reduced liquidity in certain market conditions
Counterparty risk: The fund is exposed to the creditworthiness of its swap counterparties

👤 Best For

AGZD may be suitable for investors seeking exposure to the U.S. aggregate bond market with reduced interest rate sensitivity. It could be a useful component of a diversified fixed income portfolio, particularly for investors concerned about the impact of rising interest rates.