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Security Profile
- Security Type
- Index ETF
- CUSIP
- 97717Y725
- IPO
- 11/14/2019
Fund Description: WisdomTree Mortgage Plus Bond Fund is an actively managed exchange-traded fund or Actively Managed ETF which is a separate investment portfolio of the WisdomTree Trust, an open-end investment management company. INVESTMENT OBJECTIVE: The WisdomTree Mortgage Plus Bond Fund seeks income and capital appreciation. The Fund is an actively managed ETF and thus does not seek to replicate the performance of a specific index. Rather, the Adviser has discretion on a daily basis to actively manage the Fund’s portfolio in accordance with the Fund’s investment objective. FUND STRATEGY: The Fund seeks to achieve its investment objective by primarily investing in mortgage-related fixed income securities issued or guaranteed by the U.S. government or its agencies or instrumentalities such as the Government National Mortgage Association (GNMA), the Federal National Mortgage Association (FNMA) or the Federal Home Loan Mortgage Corporation (FHLMC). Agency Mortgage-Backed Securities include residential mortgage-backed securities, commercial mortgage-backed securities, and structured products such as collateralized mortgage obligations and real estate mortgage investment conduits (REMICs). The Fund may invest up to 20% of its net assets, plus the amount of any borrowings, in other securitized credit securities such as non-agency or privately issued residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations and credit risk transfer securities. The Fund’s investments in mortgage-related debt and other securitized debt may be represented by derivatives such as futures contracts. FUND MANAGEMENT: WisdomTree Asset Management serves as investment adviser to the Fund. Voya Investment Management Co., LLC serves as sub-adviser to the Fund.
Company Contact
- Headquarters
- 245 Park Avenue, 35th Floor, New York, NY 10167
- Phone
- 866-909-9473 · Toll-Free 866-909-9473
- Investor Relations
- Jason Weyeneth, CFA · 917-267-3858 · JWeyeneth@wisdomtree.com