WFIG - WisdomTree Fundamental U.S. Corporate Bond Fund
|Ex-Dividend Date||Mar 25, 2021|
|Trading Day||April 21|
|Day's Range||52.98 - 53.14|
|52-Week Range||50.56 - 55.72|
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Corporate Bond Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to capture the performance of selected issuers in the U.S. investment grade corporate bond market that are deemed to have favorable fundamental and income characteristics. The fund is non-diversified.
|Asset Class |
|Inception Date |
Apr 27, 2016
|Ticker Symbol |
|Index Tracked |
WisdomTree Fundamental U.S. Corporate Bond Index
Top 10 Holdings8.48% of assets
|AT&T Inc 6.3%||n/a||1.42%|
|Oracle Corporation 5.38%||n/a||1.34%|
|Wells Fargo & Company 1.65%||n/a||0.79%|
|Verizon Communications Inc. 4.5%||n/a||0.79%|
|Bank of America Corporation 4.2%||n/a||0.76%|
|Morgan Stanley 7.25%||n/a||0.70%|
|Citigroup Inc. 4.3%||n/a||0.69%|
|Capital One Financial Corporation 3.8%||n/a||0.66%|
|Sempra Energy 6%||n/a||0.66%|
|Walt Disney Company 5.4%||n/a||0.65%|
|Mar 25, 2021||$0.10||Mar 30, 2021|
|Feb 22, 2021||$0.0975||Feb 25, 2021|
|Jan 25, 2021||$0.0975||Jan 28, 2021|
|Dec 21, 2020||$0.1025||Dec 24, 2020|
|Nov 23, 2020||$0.095||Nov 27, 2020|
|Oct 27, 2020||$0.1025||Oct 30, 2020|
With Treasury yields residing in territory that hardly make the asset class worth the trouble for advisors servicing income-seeking investors, investment-grade corporate bonds are taking on added import...
The corporate bond market is being pinched by the coronavirus pandemic and recession fears.
With Treasury yields recently having breached the 1% level, advisors and investors are scrambling to source yield with bonds, but with the coronavirus knocking high-yield corporate debt down a peg, othe...