WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Market Cap
US$0
Last Updated
2020/02/26 01:42 UTC
Data Sources
Company Financials
Executive Summary
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S.
Snowflake Analysis
Share Price & News
How has WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AGZD has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-0.6%
AGZD
-8.0%
US Capital Markets
-7.4%
US Market
1 Year Return
0.5%
AGZD
8.3%
US Capital Markets
10.5%
US Market
Return vs Industry: AGZD underperformed the US Capital Markets industry which returned 8.3% over the past year.
Return vs Market: AGZD underperformed the US Market which returned 10.5% over the past year.
Shareholder returns
| AGZD | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.6% | -8.0% | -7.4% |
| 30 Day | -0.4% | -4.0% | -3.6% |
| 90 Day | -0.2% | -2.1% | -0.6% |
| 1 Year | 3.2%0.5% | 10.4%8.3% | 12.8%10.5% |
| 3 Year | 7.2%-0.8% | 27.5%20.4% | 37.4%28.6% |
| 5 Year | 9.0%-2.6% | 70.2%54.4% | 61.3%43.6% |
Price Volatility Vs. Market
How volatile is WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Valuation
Is WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund undervalued compared to its fair value and its price relative to the market?
In this section, we usually try to help investors determine whether WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is trading at an attractive price based on the cash flow it is expected to produce in the future. But as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not provided consistent financial data, and the stock also has no analyst forecast or coverage, its intrinsic value cannot be reliably calculated by extrapolating past data or using analyst consensus cash flow predictions.
This is quite a rare situation as 89% of companies covered by Simply Wall St do have a valuation analysis.
Future Growth
How is WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
8.5%
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Past Performance
How has WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund performed over the past 5 years?
17.3%
Historical Diversified Financials annual earnings growth
In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not provided sufficient past data to assess its track record.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.
Financial Health
How is WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's financial position? (This company is analysed differently as a bank or financial institution)
In this section we usually analyse WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.
Dividend
What is WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate AGZD's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate AGZD's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if AGZD's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if AGZD's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of AGZD's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Management
How experienced are the management team and are they aligned to shareholders interests?
CEO
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has no CEO, or we have no data on them.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Insufficient data to determine if shareholders have been diluted in the past year.
Top Shareholders
Company Information
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's company bio, employee growth, exchange listings and data sources
Key Information
- Name: WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
- Ticker: AGZD
- Exchange: NasdaqGM
- Founded: 2013
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: US$0
- Shares outstanding: 0
- Website: https://www.wisdomtree.com/etfs/fixed-income/agzd
Location
- WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
- 380 Madison Avenue
- 21st Floor
- New York
- New York
- 10017-2509
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| AGZD | NasdaqGM (Nasdaq Global Market) | Yes | INTRST RATE HDGE | US | USD | Dec 2013 |
Biography
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by WisdomTree Asset Management, Inc. and Mellon Investments Corporation. It invests in the fixed income markets of the United States. The fund takes long and short positions to invest in securities of companies. For long positions, it invest in investment grade securities and is comprised of U.S. Treasuries and government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities. The fund takes short positions to invest, directly and through derivatives such as futures contracts, in U.S. Treasuries that seek to correspond to a duration exposure exceeding the duration of the long portfolio, with a targeted total duration of zero years. It seeks to track the performance of the Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration, by using representative sampling technique. WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund was formed on December 18, 2013, and is domiciled in the United States.Â
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/26 01:42 |
| End of Day Share Price | 2020/02/25 00:00 |
| Earnings | N/A |
| Annual Earnings | N/A |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.