Wisdomtree Mortgage Plus Etf Profile

MTGP Etf  USD 43.42  0.04  0.09%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree Mortgage is selling at 43.42 as of the 8th of February 2025; that is 0.09 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 43.37. WisdomTree Mortgage has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 9th of January 2025 and ending today, the 8th of February 2025. Click here to learn more.
The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. More on WisdomTree Mortgage Plus

Moving together with WisdomTree Etf

  0.88BND Vanguard Total BondPairCorr
  0.97AGG iShares Core AggregatePairCorr
  0.88BIV Vanguard IntermediatePairCorr
  0.97SPAB SPDR Portfolio AggregatePairCorr
  0.88EAGG iShares ESG AggregatePairCorr
  0.87FLCB Franklin Templeton ETFPairCorr

WisdomTree Etf Highlights

Thematic IdeaAgency Mbs ETFs (View all Themes)
Business ConcentrationAgency Mbs ETFs, Intermediate Core Bond, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2019-11-14
Entity TypeRegulated Investment Company
Asset Under Management60.77 Million
Asset TypeFixed Income
CategoryU.S. Government
FocusAgency MBS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerDave Goodson, Jonathan Abshire, John R. Edwards, Jeff Dutra, Justin McWhorter
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents174
Market MakerJane Street
Total Expense0.45
Management Fee0.45
Country NameUSA
Returns Y T D0.65
NameWisdomTree Mortgage Plus Bond Fund
Currency CodeUSD
Open FigiBBG00QTQ1895
In Threey Volatility7.42
1y Volatility6.14
200 Day M A43.79
50 Day M A43.4431
CodeMTGP
Updated At8th of February 2025
Currency NameUS Dollar
In Threey Sharp Ratio(0.75)
WisdomTree Mortgage Plus [MTGP] is traded in USA and was established 2019-11-12. The fund is listed under Intermediate Core Bond category and is part of WisdomTree family. The entity is thematically classified as Agency Mbs ETFs. WisdomTree Mortgage Plus now have 21.76 M in assets. , while the total return for the last 3 years was -1.1%.
Check WisdomTree Mortgage Probability Of Bankruptcy

Top WisdomTree Mortgage Plus Etf Constituents

ZTM233.43562%
ZNM233.35965%

WisdomTree Mortgage Plus Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Mortgage. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Mortgage Against Markets

When determining whether WisdomTree Mortgage Plus is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if WisdomTree Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Wisdomtree Mortgage Plus Etf. Highlighted below are key reports to facilitate an investment decision about Wisdomtree Mortgage Plus Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree Mortgage Plus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of WisdomTree Mortgage Plus is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Mortgage's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Mortgage's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Mortgage's market value can be influenced by many factors that don't directly affect WisdomTree Mortgage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.