WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Nasdaq:AGZD
AGZD
Nasdaq
Company description
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. More info.
Add to Portfolio Compare Print
- WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.
- No market cap data available for WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund.
AGZD Share Price and Events
7 Day Returns
0.4%
NasdaqGM:AGZD
2.6%
US Capital Markets
2.4%
US Market
1 Year Returns
-0.4%
NasdaqGM:AGZD
-12.6%
US Capital Markets
1.9%
US Market
AGZD Shareholder Return
| 7 Day | 30 Day | 90 Day | 1 Year | 3 Year | 5 Year | |
|---|---|---|---|---|---|---|
| WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) | 0.4% | 0.6% | 0.2% | -0.4% | 0.4% | -4.5% |
| US Capital Markets | 2.6% | -0% | 10.2% | -12.6% | 54.7% | 55.6% |
| US Market | 2.4% | 1.7% | 11.9% | 1.9% | 38.2% | 42.4% |
1 Year Return vs Industry and Market
- AGZD outperformed the Capital Markets industry which returned -12.6% over the past year.
- AGZD underperformed the Market in United States of America which returned 1.9% over the past year.
Price Volatility
Industry
5yr Volatility vs Market
Related Companies
Value
Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
undervalued.
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. You can see them here.
Show me the analysis anyway
- It is not possible to calculate the future cash flow value for WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund. This is due to cash flow or dividend data being unavailable. The share price is $47.85.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.The amount the stock market is willing to pay for WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's earnings available for a low price, and how does
this compare to other companies in the same industry?
Raw Data
| Data Point | Source | Value |
|---|---|---|
| Earnings Per Share * | Company Filings () in USD | Not available |
| NasdaqGM:AGZD Share Price ** | NasdaqGM (2019-03-18) in USD | $47.85 |
| United States of America Capital Markets Industry PE Ratio | Median Figure of 76 Publicly-Listed Capital Markets Companies | 24.89x |
| United States of America Market PE Ratio | Median Figure of 3,055 Publicly-Listed Companies | 17.61x |
* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.
** Primary Listing of WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund.
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to compare the PE ratio to the industry average as no data exists.
- Unable to calculate PE ratio for WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's expected growth come at a high price?
Raw Data
| Data Point | Source | Value |
|---|---|---|
| PE Ratio | See PE Ratio Section | 0x |
| Net Income Annual Growth Rate | See Future Growth Section. Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts |
Not available |
| United States of America Capital Markets Industry PEG Ratio | Median Figure of 33 Publicly-Listed Capital Markets Companies | 2.2x |
| United States of America Market PEG Ratio | Median Figure of 2,109 Publicly-Listed Companies | 1.48x |
*Line of best fit is calculated by linear regression .
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to calculate PEG ratio for WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's
assets?
Raw Data
| Data Point | Source | Value |
|---|---|---|
| Book Value per Share | Company Filings () in USD | Not available |
| NasdaqGM:AGZD Share Price * | NasdaqGM (2019-03-18) in USD | $47.85 |
| United States of America Capital Markets Industry PB Ratio | Median Figure of 149 Publicly-Listed Capital Markets Companies | 4.76x |
| United States of America Market PB Ratio | Median Figure of 5,152 Publicly-Listed Companies | 1.87x |
* Primary Listing of WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund.
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to compare the PB ratio to the industry average as no data exists.
X
Value checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's value by looking at:- Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
- Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
- Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
- Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check) WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.
Full details on the Value part of the Simply Wall St company analysis model.
Future Performance
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 Simply Wall St do have past financial data. You can see them here.
Show me the analysis anyway
The future performance of a company is measured in the same way as past
performance, by looking at estimated
growth
and how much profit it is expected to make.Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
6.4%
Expected Capital Markets industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
expected to grow at an
attractive
rate?
- Unable to compare WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
- Unable to compare WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's earnings growth to the United States of America market average as no estimate data is available.
- Unable to compare WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's revenue growth to the United States of America market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
| Data Point | Source | Value (per year) |
|---|---|---|
| United States of America Capital Markets Industry Earnings Growth Rate | Market Cap Weighted Average | 6.4% |
| United States of America Capital Markets Industry Revenue Growth Rate | Market Cap Weighted Average | 3.8% |
| United States of America Market Earnings Growth Rate | Market Cap Weighted Average | 14.3% |
| United States of America Market Revenue Growth Rate | Market Cap Weighted Average | 7.1% |
*Line of best fit is calculated by linear regression .
Industry and Market average data is calculated daily.
Learn more about our growth rate calculations in Simply Wall St’s analysis model.
Analysts growth expectations
Raw Data
All numbers in USD Millions and using
Trailing twelve months (TTM)
annual period rather than quarterly.
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings () | See Below |
| Future Estimates | Average of up to 0 Analyst Estimates (S&P Global) | See Below |
*GAAP earnings excluding extraordinary items.
High Growth Checks
- Unable to determine if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is high growth as no earnings estimate data is available.
- Unable to determine if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can
be gauged below. We look back 3 years and see if they were any good at
predicting what actually occurred. We also show the highest and lowest estimates
looking forward to see if there is a wide range.
Raw Data
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings () | See Below |
| Future Estimates | Average of up to 0 Analyst Estimates (S&P Global) | See Below |
All data from WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Company Filings, last reported , and in Trailing twelve months (TTM) annual period rather than quarterly.
*GAAP earnings excluding extraordinary items.
Performance in 3 years
In the same way as past performance we look at the future estimated return
(profit) compared to the available
funds. We do this looking forward 3 years.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.
Full details on the Future part of the Simply Wall St company analysis model.
Future performance checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's future performance by looking at:- Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
- Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
- Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
- Is the annual earnings growth rate expected to be above 20%? (1 check)
- Is the annual revenue growth rate expected to be above 20%? (1 check)
- Is the Return on Equity in 3 years expected to be over 20%? (1 check)
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.
Full details on the Future part of the Simply Wall St company analysis model.
Past Performance
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. You can see them here.
Show me the analysis anyway
- No data on WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's last earnings update.
The past performance of a company can be measured by how much
growth
it has experienced and how much profit it makes relative to the funds and assets
it has available.
Past earnings growth
Below we compare
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it
has maintained that growth in the year.
- Insufficient past earnings data to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's year on year earnings growth rate was positive over the past 5 years.
- Unable to compare WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's 1-year growth to the 5-year average as past earnings data has not been reported.
- Unable to compare WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's 1-year growth to the US Capital Markets industry average as past earnings data has not been reported.
Earnings and Revenue History
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's
revenue
and
profit
over the past 5 years is shown below, any years where they have experienced a
loss will show up in red.
Raw Data
All data from WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Company Filings, last reported , and in Trailing twelve months (TTM) annual period rather than quarterly.
*GAAP earnings excluding extraordinary items.
Performance last year
We want to ensure a company is making the most of what it has available. This is
done by comparing the return (profit) to a company's available
funds,
assets
and
capital.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has efficiently used shareholders’ funds last year as no Return on Equity data is available.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has efficiently used its assets last year compared to the US Capital Markets industry average (Return on Assets) as past financial data has not been reported.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund improved its use of capital last year versus 3 years ago (Return on Capital Employed) due to insufficient past data.
X
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
Full details on the Past part of the Simply Wall St company analysis model.
Past performance checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's performance over the past 5 years by checking for:- Has earnings increased in past 5 years? (1 check)
- Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
- Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
- Is the Return on Equity (ROE) higher than 20%? (1 check)
- Is the Return on Assets (ROA) above industry average? (1 check)
- Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
Full details on the Past part of the Simply Wall St company analysis model.
Health
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. You can see them here.
Show me the analysis anyway
A company's financial position is much like your own financial position,
it includes everything you own
(assets)
and owe
(liabilities).The boxes below represent the relative size of what makes up WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's finances.
The net worth of a company is the difference between its assets and liabilities.
- Unable to compare short term assets to short term liabilities as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported sufficient balance sheet data.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's long term commitments exceed its cash and other short term assets as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported sufficient balance sheet data.
Balance sheet
This treemap shows a more detailed breakdown of
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's finances. If any of them are yellow this
indicates they may be out of proportion and red means they relate to one of the
checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a high level of physical assets or inventory without balance sheet data.
- Unable to verify if debt is covered by short term assets as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported sufficient balance sheet data.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t
bad,
however if the debt is too high, or the company can’t afford to pay the interest
on its debts this may have impacts in the future.The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.
If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's level of debt is high without past debt data.
- Unable to establish if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's debt level has increased without past 5-year debt data.
- Unable to verify if debt is well covered by operating cash flow as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported sufficient balance sheet data.
- Unable to confirm if the interest payments on WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's debt are well covered by earnings due to lack of past financial data.
X
Full details on the Health part of the Simply Wall St company analysis model.
Financial health checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's financial health by checking for:- Are short term assets greater than short term liabilities? (1 check)
- Are short term assets greater than long term liabilities? (1 check)
- Has the debt to equity ratio increased in the past 5 years? (1 check)
- Is the debt to equity ratio over 40%? (1 check)
- Is the debt covered by operating cash flow? (1 check)
- Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check) WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
- Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
- Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
Full details on the Health part of the Simply Wall St company analysis model.
Dividends
Dividends are regular cash payments to you from the company, similar to a
bank paying you interest on a savings account.
Annual Dividend Income
0%
Current annual income from
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
dividends.
If you bought
$2,000 of
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
shares you are expected to receive
$0
in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you
can get in a
savings account?
It is up there with the
best dividend paying companies?
- Unable to evaluate WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
- Unable to evaluate WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not
wildly increasing/decreasing each year. This graph shows you the historical rate
to count toward your assessment of the stock.We also check to see if the dividend has increased in the past 10 years.
Raw Data
| Data Point | Source | Value |
|---|---|---|
| Past Annualized Dividend Yield | S&P Global Market Data | See Below |
| Past Dividends per Share | Company Filings/ Annualized Dividend Payments | See Below |
| Future Dividends per Share Estimates | Average of up to 0 Analyst Estimates (S&P Global) | See Below |
| United States of America Capital Markets Industry Average Dividend Yield | Market Cap Weighted Average of 43 Stocks | 2.1% |
| United States of America Market Average Dividend Yield | Market Cap Weighted Average of 2004 Stocks | 2.5% |
| United States of America Minimum Threshold Dividend Yield | 10th Percentile | 0.8% |
| United States of America Bottom 25% Dividend Yield | 25th Percentile | 1.4% |
| United States of America Top 25% Dividend Yield | 75th Percentile | 3.6% |
Industry and Market average data is calculated daily.
Note all dividend per share amounts are annualized and not quarterly or other period.
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to perform a dividend volatility check as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported any payouts.
- Unable to verify if WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's earnings are
paid
to the shareholders as a dividend.
- Unable to calculate sustainability of dividends as WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has not reported any payouts.
X
Full details on the Dividends part of the Simply Wall St company analysis model.
Income/ dividend checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's dividend by checking for:- Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
- Is current dividend yield above the bottom 25% of dividend payers? (1 check)
- Is current dividend yield above the top 25% of dividend payers? (1 check)
- Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
- If they have paid a dividend for 10 years has it increased in this time? (1 check)
- How sustainable is the dividend, can WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks) WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, see the detailed checks below.
Full details on the Dividends part of the Simply Wall St company analysis model.
Management
Management is one of the most important areas of a company. We look at
unreasonable CEO compensation, how long the team and board of directors have
been around for and insider trading.
- WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has no CEO, or we have no data on them.
Management Team
Jonathan Steinberg
TITLE
President and Trustee
AGE
54
Ryan Louvar
TITLE
Chief Legal Officer and Secretary
AGE
46
Terry Feld
TITLE
Chief Compliance Officer
AGE
58
David Castano
TITLE
Treasurer
AGE
47
Sarah English
TITLE
Assistant Secretary
AGE
41
Paul Benson
TITLE
Portfolio Manager
TENURE
3.4 yrs
Stephanie Shu
TITLE
Portfolio Manager
TENURE
5.3 yrs
Board of Directors Tenure
Average tenure and age of the WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund board of directors in years:
9.8
Average Tenure
66.5
Average Age
- The tenure for the WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund board of directors is about average.
Board of Directors
Victor Ugolyn
TITLE
Chairman
AGE
71
TENURE
13.2 yrs
Jonathan Steinberg
TITLE
President and Trustee
AGE
54
TENURE
14.2 yrs
Dave Chrencik
TITLE
AGE
70
TENURE
5.2 yrs
Joel Goldberg
TITLE
AGE
73
TENURE
6.4 yrs
Toni Massaro
TITLE
AGE
63
TENURE
13.2 yrs
Melinda Raso Kirstein
TITLE
AGE
63
TENURE
5.2 yrs
Who owns this company?
Recent Insider Transactions
| Announced | Type | Name | Entity | Role | Start | End | Shares | Max Price ($) | Value ($) | |
|---|---|---|---|---|---|---|---|---|---|---|
X
Note: We use the top 6 management executives and board members in our calculations.
Note 2: Insider trading include any internal stakeholders and these transactions .
Full details on the Management part of the Simply Wall St company analysis model.
Management checks
We assess WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's management by checking for:- Is the CEO's compensation unreasonable compared to market cap? (1 check)
- Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
- Is the average tenure of the management team less than 2 years? (1 check)
- Is the average tenure of the board of directors team less than 3 years? (1 check) WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.
Note: We use the top 6 management executives and board members in our calculations.
Note 2: Insider trading include any internal stakeholders and these transactions .
Full details on the Management part of the Simply Wall St company analysis model.
Company Info
Description
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 BNY Mellon Asset Management North America 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.
Details
| Name: | WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund |
| AGZD | |
| Exchange: | NasdaqGM |
| Founded: | 2013 |
| $0 | |
| 0 | |
| Website: | http://www.wisdomtree.com/etfs/fixed-income/agzd |
| Address: |
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
| Exchange Symbol | Ticker Symbol | Security | Exchange | Country | Currency | Listed on | |
|---|---|---|---|---|---|---|---|
| NasdaqGM | AGZD | INTRST RATE HDGE | Nasdaq Global Market | US | USD | 18. Dec 2013 |
Number of employees
Current staff
0
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
employees.
Industry
| Asset Management and Custody Banks | |
| Diversified Financials |
Company Analysis and Financial Data Status
| Area | Date (UTC time) |
|---|---|
| Company Analysis updated: | 2019/03/19 00:26 |
| End of day share price update: | 2019/03/18 00:00 |
| Last earnings filing: | N/A |
| Last earnings reported: | N/A |
| Last annual earnings reported: | N/A |
All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.
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.
