Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
5
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
5
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
5.7
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund | SHAG | 7,336 | $349.05K | 29.99% |
| 2 | WisdomTree Mortgage Plus Bond Fund | MTGP | 5,266 | $232.77K | 20.00% |
| 3 | WisdomTree U.S. Short-Term Corporate Bond Fund | QSIG | 4,793 | $232.56K | 19.98% |
| 4 | WISDOMTREE FLOATING RATE TRE MUTUAL FUND | USFR | 3,501 | $176.24K | 15.14% |
| 5 | WisdomTree Interest Rate Hedged High Yield Bond Fund | HYZD | 7,827 | $172.27K | 14.80% |
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