VS

Correlation: 1.5%

What is AGZD?

AGZD was created on 2013-12-18 by WisdomTree. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 130.14m in AUM and 1680 holdings. AGZD tracks a long/short net-zero-duration bond index that's long US investment-grade issues and short Treasury futures.

What is USDU?

USDU was created on 2013-12-18 by WisdomTree. The fund's investment portfolio concentrates primarily on long usd", short global basket currency. USDU is an actively managed ETF that goes long the US dollar against a basket of global currencies from developed as well as emerging markets.

Key Details

AGZD
USDU
Website
www.wisdomtree.com
www.wisdomtree.com
Inception Date

Dec 18, 2013

Dec 18, 2013

Asset Class

Fixed Income

Currency

Investment Segment

Investment Grade

Long USD, Short Global Basket

AUM
$134.30M
$206.64M
Dividend Yield
4.10%
4.09%
Expense Ratio
0.23%
0.50%
Return 1Y
4.95%
6.34%

Holdings

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund - AGZD is made up of 1709 holdings. WisdomTree Bloomberg U.S. Dollar Bullish Fund - USDU is made up of 1 holdings.

Name
Weight
7
7008720

NT United States Treasury Notes 3.88%

1.01%

7
7007943

NT United States Treasury Notes 1.25%

0.96%

7
7008639

NT United States Treasury Notes 3.38%

0.95%

7
7008003

NT United States Treasury Notes 1.5%

0.91%

7
7009204

NT United States Treasury Notes 4.25%

0.84%

-

0.83%

7
7009056

NT United States Treasury Notes 4.88%

0.81%

7
7009286

NT United States Treasury Notes 4.63%

0.77%

-

0.77%

7
7007584

NT United States Treasury Notes 1.13%

0.74%

7
7008986

NT United States Treasury Notes 4%

0.72%

7
7009170

NT United States Treasury Notes 3.75%

0.71%

7
7009161

NT United States Treasury Notes 3.88%

0.71%

-

0.7%

7
7008178

NT United States Treasury Notes 3.25%

0.7%

7
7009137

NT United States Treasury Notes 4.13%

0.69%

7
7008408

NT United States Treasury Notes 4%

0.68%

7
7008491

NT United States Treasury Notes 3.5%

0.67%

7
7008063

NT United States Treasury Notes 1.88%

0.65%

7
7007489

NT United States Treasury Notes 1.13%

0.64%

7
7007887

NT United States Treasury Notes 1.13%

0.64%

7
7008895

NT United States Treasury Notes 4.38%

0.63%

7
7007867

NT United States Treasury Notes 1%

0.62%

7
7008001

NT United States Treasury Notes 1.25%

0.62%

-

0.61%

7
7008630

NT United States Treasury Notes 3.5%

0.61%

7
7006399

NT United States Treasury Notes 2.75%

0.6%

7
7007828

NT United States Treasury Notes 1.25%

0.6%

7
7005190

NT United States Treasury Notes 1.5%

0.6%

7
7007739

NT United States Treasury Notes 1.25%

0.59%

Name
Weight
U
USFR

NT WisdomTree Trust - WisdomTree Floating Rate Treasury Fund

100%

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Stock Correlation

The stocks that are correlated to AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund are RBRK, HIMX, VRNS, EWTX, CTAS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
R
RBRKRubrik, Inc.
20.65%$10.90B+79.53%0.00%
H
HIMXHimax Technologies, Inc.
20.04%$1.16B+26.36%4.44%
V
VRNSVaronis Systems, Inc.
18.63%$4.56B-13.37%0.00%
E
EWTXEdgewise Therapeutics, Inc.
18.28%$1.29B-17.80%0.00%
C
CTASCintas Corp.
18.10%$82.67B+23.31%1.83%
P
PLYAPlaya Hotels & Resorts NV
17.79%$1.70B+41.21%0.00%
A
ATMUAtmus Filtration Technologies, Inc.
17.70%$2.88B+7.18%0.45%
C
CAPRCapricor Therapeutics, Inc.
17.46%$423.42M+38.36%0.00%
D
DYNDyne Therapeutics, Inc.
17.22%$1.07B-64.39%0.00%
W
WESWestern Midstream Partners LP
17.07%$15.33B+11.88%9.25%
A
ADPAutomatic Data Processing, Inc.
16.93%$124.25B+26.46%1.96%
E
EMEEMCOR Group, Inc.
16.64%$16.12B-0.73%0.30%
G
GHIGreystone Housing Impact Investors LP
16.55%$282.69M-22.74%12.45%
A
AOUTAmerican Outdoor Brands, Inc.
16.55%$141.80M+28.14%0.00%
C
CALXCalix, Inc.
16.40%$2.16B+3.65%0.00%
S
SANASana Biotechnology, Inc.
16.28%$308.28M-83.90%0.00%
V
VRTXVertex Pharmaceuticals, Inc.
16.27%$124.29B+19.80%0.00%
S
SLVMSylvamo Corp.
16.25%$2.53B+2.06%2.77%
D
DESPDespegar.com Corp.
16.07%$1.58B+64.72%0.00%
R
RUMRumble, Inc.
16.05%$2.60B+15.29%0.00%

The stocks that are correlated to USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund are NOG, VNOM, FCNCA, WTTR, FANG

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
N
NOGNorthern Oil & Gas, Inc.
19.12%$2.57B-36.29%6.90%
V
VNOMViper Energy, Inc.
18.81%$5.46B+9.34%5.47%
F
FCNCAFirst Citizens BancShares, Inc. (North Carolina)
18.70%$22.09B+3.37%0.47%
W
WTTRSelect Water Solutions, Inc.
17.97%$987.41M+2.14%2.87%
F
FANGDiamondback Energy, Inc.
17.71%$40.89B-29.35%3.92%
C
CHRDChord Energy Corp.
17.42%$5.92B-45.16%8.91%
L
LPLALPL Financial Holdings, Inc.
17.21%$23.33B+21.97%0.40%
S
SMSM Energy Co.
16.75%$2.90B-51.33%3.29%
H
HQYHealthEquity, Inc.
16.14%$7.18B+5.63%0.00%
D
DKDelek US Holdings, Inc.
15.73%$798.69M-60.64%8.34%
D
DFSDiscover Financial Services
15.64%$40.57B+29.01%1.84%
C
COFCapital One Financial Corp.
15.22%$62.82B+15.42%1.54%
A
APAAPA Corp.
15.20%$6.46B-49.93%6.20%
C
CFRCullen/Frost Bankers, Inc.
15.11%$7.18B+1.50%3.51%
M
MTDRMatador Resources Co.
14.88%$5.58B-35.57%2.33%
K
KOSKosmos Energy Ltd.
14.76%$860.23M-69.90%0.00%
C
COPConocoPhillips
14.72%$121.07B-27.70%3.43%
W
WFCWells Fargo & Co.
14.58%$214.42B+15.86%2.48%
P
PUMPProPetro Holding Corp.
14.48%$646.87M-26.06%0.00%
S
SYFSynchrony Financial
14.21%$18.10B+13.04%2.31%

ETF Correlation

The ETFs that are correlated to AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund are AMLP, BLCN, CLSE, BILZ, TPYP

Name
Correlation
AUM
Expense Ratio
A
AMLPAlerian MLP ETF
16.69%$10.95B0.85%
B
BLCNSiren Nasdaq NexGen Economy ETF
15.22%$42.67M0.68%
C
CLSEConvergence Long/Short Equity ETF
15.15%$171.12M1.55%
B
BILZPIMCO Ultra Short Government Active Exchange Traded Fund
14.71%$734.48M0.14%
T
TPYPTortoise North American Pipeline Fund ETF
14.47%$761.28M0.4%
E
EQLSSimplify Market Neutral Equity Long/Short ETF
13.64%$4.75M1%
M
MLPXGlobal X MLP & Energy Infrastructure ETF
13.60%$2.83B0.45%
F
FFTYInnovator IBD 50 ETF
13.01%$63.83M0.8%
B
BIBLInspire 100 ETF
12.66%$302.95M0.35%
U
UDECInnovator U.S. Equity Ultra Buffer ETF December
12.65%$329.48M0.79%
F
FLTRVanEck IG Floating Rate ETF
12.09%$2.41B0.14%
D
DVOLTraded Fund VI First Trust Dorsey Wright Momentum & Low Volatility ETF
12.02%$59.28M0.6%
I
IHEiShares U.S. Pharmaceuticals ETF
11.96%$623.79M0.39%
U
USFRWisdomTree Floating Rate Treasury Fund
11.79%$18.55B0.15%
H
HNDLNasdaq 7HANDL Index ETF 1.23x Shares
11.73%$703.71M0.97%
P
PSTPInnovator Power Buffer Step Up Strategy ETF
11.63%$104.35M0.89%
I
IAIiShares U.S. Broker Dealers ETF
11.58%$1.34B0.4%
F
FTSDFranklin Short Duration U.S. Government ETF
11.43%$219.63M0.25%
M
MLPAGlobal X MLP ETF
11.21%$1.91B0.45%
A
AMDYYieldmax AMD Option Income Strategy ETF
11.20%$144.57M1.23%

The ETFs that are correlated to USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund are UUP, KMLM, DBMF, CTA, JBBB

Name
Correlation
AUM
Expense Ratio
U
UUPInvesco DB US Dollar Index Bullish Fund
92.20%$324.39M0.77%
K
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF
29.21%$218.75M0.9%
D
DBMFiMGP DBi Managed Futures Strategy ETF
21.98%$1.21B0.85%
C
CTASimplify Managed Futures Strategy ETF
21.72%$1.01B0.76%
J
JBBBJanus Henderson B BBB CLO ETF
21.60%$1.75B0.49%
C
CLOZEldridge BBB B CLO ETF
19.42%$784.10M0.5%
J
JAAAJanus Henderson AAA CLO ETF
17.13%$21.30B0.21%
P
PXEInvesco Energy Exploration & Production ETF
12.11%$88.31M0.63%
F
FMFTraded Fund V. First Trust Managed Futures Strategy Fund
12.00%$155.33M0.95%
X
XOPSPDR Oil & Gas Exploration and Production ETF
11.66%$2.28B0.35%
F
FLRTPacer Pacific Asset Floating Rate High Income ETF
11.63%$513.95M0.6%
I
IEOiShares U.S. Oil & Gas Exploration & Production ETF
11.48%$570.80M0.4%
F
FTXNTraded Fund III First Trust Nasdaq Oil & Gas ETF
10.99%$160.60M0.6%
B
BTALAGF U.S. Market Neutral Anti Beta Fund
10.73%$410.18M1.43%
E
EQLSSimplify Market Neutral Equity Long/Short ETF
10.70%$4.75M1%
D
DRLLStrive U.S. Energy ETF
10.55%$304.19M0.41%
F
FXNTraded Fund III First Trust Energy AlphaDEX Fund
10.53%$339.21M0.62%
F
FLBLFranklin Senior Loan ETF
10.30%$1.07B0.45%
U
UGAUnited States Gasoline Fund LP
10.08%$88.32M0.97%
R
RSPGInvesco S&P 500 Equal Weight Energy ETF
9.70%$519.26M0.4%

Holding Overlap

AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund and USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund have a 0 holding overlap. Which accounts for a 0.0% overlap.

Number of overlapping holdings

0

% of overlapping holdings

0%

Name
Weight in AGZD
Weight in USDU
No Results

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