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USINWisdomtree 7-10 Year Laddered Treasury Fund ETF

Get income2y track recordRanked #1,092 of 1,650 in this goal

Tracks the price and yield performance of the Bloomberg US Treasury 7-10 Year Laddered Index.

By WisdomTree · Launched 2024

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$5M

#5,220 of 5,861 · small

Dividend YieldGoal

3.99%

Track Record

2 years

#3,391 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,169+1.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Treasury 7-10 Year Laddered Index

What it actually holds

By weight

Concentration

Top 10 holdings = 82.4% of fundconcentrated

United States Treasury Notes
8.3%
United States Treasury Notes
8.3%
United States Treasury Notes
8.3%
United States Treasury Notes
8.3%
United States Treasury Notes
8.3%
United States Treasury Notes
8.3%
United States Treasury Notes
8.2%
United States Treasury Notes
8.2%
United States Treasury Notes
8.1%
United States Treasury Notes
8.1%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.6%Low

Year-on-year price swings

Max drawdown
-6.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.2 years

Avg maturity

9.9 years

Credit ratings

US Government
100.0%
AAA
8.3%
AA
91.7%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the price and yield performance of the Bloomberg US Treasury 7-10 Year Laddered Index.
Strategy
Employs a passive management indexing approach to track the Bloomberg US Treasury 7-10 Year Laddered Index, investing primarily in U.S. Treasuries with maturities of seven to ten years. Uses representative sampling to achieve investment results that resemble the Index's risk and return characteristics.
Inception date
March 12, 2024
Fund family
WisdomTree

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Data updated on 2026-08-04