Fund Evaluator:
WisdomTree 3-7 Year Treasury Digital N/A (WTTSX)
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Best Performing in Intermediate Government Over the Last Year
| 2.9% | Victory Government Securities (USGNX) |
| 2.8% | PGIM Government Income Z (PGVZX) |
| 2.7% | Thrivent Government Bond S (TBFIX) |
| 2.7% | American Century Government Bond Inv (CPTNX) |
| 2.5% | Fidelity Advisor Government Income Z (FIKPX) |
Fund Details
WisdomTree 3-7 Year Treasury Digital N/A Overview
WisdomTree 3-7 Year Treasury Digital N/A (WTTSX) is a passively managed Taxable Bond Intermediate Government fund. WisdomTree launched the fund in 2023.
The investment seeks to track the performance, before fees and expenses, of Solactive U.S. 3-7 Year Treasury Bond Index designed to measure the performance of obligations of the U.S. Treasury with maturities between 3 and 7 years. Under normal circumstances, at least 80% of the value of the fund’s net assets, plus the amount of any borrowings for investment purposes, will be invested in component securities of the index, which is comprised of U.S. Treasury securities with a dollar weighted average maturity of 3-7 years.
About WisdomTree 3-7 Year Treasury Digital N/A (WTTSX)
There are 3 members of the management team with an average tenure of 3.53 years: Brian Timberlake (2023), Anuranjan Sharma (2023), Andrew Higley (2023). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: Bloomberg US Agg Bond TR USD index with a weighting of 100% and Solactive U.S. 3-7 Year Tsry Bd TR USD index with a weighting of 100%. WisdomTree 3-7 Year Treasury Digital N/A has 91 securities in its portfolio. The top 10 holdings constitute 19.2% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
WisdomTree 3-7 Year Treasury Digital N/A is part of the Fixed Income global asset class and is within the Taxable Bond fund group. WisdomTree 3-7 Year Treasury Digital N/A has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.0%. There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 99.0% (99.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree 3-7 Year Treasury Digital N/A has 0.0% of the portfolio in cash.
Assets Under Management
The fund has $973 million in total assets, which is below the $942 million average for the Intermediate Government category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
WTTSX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree 3-7 Year Treasury Digital N/A expense ratio is low compared to funds in the Intermediate Government category. WisdomTree 3-7 Year Treasury Digital N/A has an expense ratio of 0.05%, which is 92% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree 3-7 Year Treasury Digital N/A has a portfolio turnover rate of 164%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 99% for the Intermediate Government category.
Recently, in the month of July 2026, WisdomTree 3-7 Year Treasury Digital N/A returned -0.8%, which earned it a grade of A, as the Intermediate Government category had an average return of -1.2%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
WisdomTree 3-7 Year Treasury Digital N/A has a trailing yield of 3.94%, which is above the 3.55% category average. The fund normally distributes its income quarterly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WisdomTree 3-7 Year Treasury Digital N/A Grades
Year to date, the fund has returned -0.8%, 0.2 percentage points better than the category, which translates into a grade of B. The fund has returned 1.8% over the past year (grade of D) and 3.6% over the past three years (grade of A).
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WTTSX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WTTSX Return (NAV) | -0.8% | -0.9% | 1.8% | 3.6% | na | na |
| WTTSX Grade | A | B | D | A | na | na |
| +/- Category | 0.3% | 0.1% | -0.2% | 0.5% | na | na |
| Intermediate Government Avg | -1.2% | -1.0% | 2.0% | 3.1% | -0.8% | 0.7% |
| WTTSX Tax Cost Ratio | na | na | 1.6% | 1.5% | na | na |
WTTSX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WTTSX Return (NAV) | -0.8% | 7.0% | 1.7% | na | na | na | na | na | na | na | na |
| WTTSX Grade | B | C | A | na | na | na | na | na | na | na | na |
| +/- Category | 0.2% | 0.1% | 1.0% | na | na | na | na | na | na | na | na |
| Intermediate Government Avg | -1.1% | 6.9% | 0.7% | 3.8% | -11.8% | -2.0% | 7.2% | 5.9% | 0.5% | 1.8% | 0.8% |
| Risk Measures | |
| Standard Deviation: | 4.0% |
| Total Risk Index: | 0.32 - Low |
| Category Risk Index: | 0.74 - Low |
| Category Risk Grade: | A (3% Rank) |
| Beta: | 0.66 |
| R-Squared: | 90% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | na |
| Bond Investment Style: | na |
| Yield: | 3.9% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $0 Mil |
| Fund Total Assets: | $ 1 Mil |
| Share Class Type: | Other |
| Portfolio Turnover: | 164% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 3.5 years | |||
| Average Tenure: 3.5 years | |||
| Managers (Year): Timberlake Brian (2023), Sharma Anuranjan (2023), Higley Andrew (2023) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 91 |
| % in Top 10 Holdings: | 19.2% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.0% |
Portfolio Allocation |
|
| Domestic Stock: | 1.0% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 99.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.0% |
Purchase Information
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: |
| Status: | Open |
| Inception Date: | January 18, 2023 |
| Min. Initial Purchase: | $ 25 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.05% ( Rating : Low ) |
| Category Average Expense Ratio (%): | 0.61% |
| Share Class: | WisdomTree 3-7 Year Treasury Digital N/A |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
