Fund comparison · from official SEC filings
MODRX vs WTSIX: how much do they overlap?
WisdomTree Siegel Moderate Digital Fund and WisdomTree Short-Duration Income Digital Fund
vs
Shared holdings
Company
MODRX
WTSIX
M
MTGPWISDOMTREE MTGE PLUS BOND
8.98%
20.02%
U
USFRWISDOMTREE FLOATING RATE TRE
1.38%
15.16%
Only in MODRX
A
AGGYWISDOMTREE YIELD ENHANCED US
15.73%
D
DGRWWISDOMTREE U.S. QUALITY DIVI
14.09%
D
DTDWISDOMTREE US TOTAL DIVIDEND
9.10%
I
IVVISHARES CORE S&P 500 ETF
7.69%
V
VYMIVANGUARD INT HIGH DVD YLD IN
7.24%
T
TLHISHARES 10-20 YEAR TREASURY
5.40%
D
DEMWISDOMTREE EMERGING MARKETS
5.11%
V
VYMVANGUARD HIGH DVD YIELD ETF
4.97%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
4.08%
B
BBEUJPMORGAN BETABUILDERS EUROPE
3.07%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
2.98%
D
DXJWISDOMTREE JAPAN HEDGED EQ
2.94%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
2.92%
Q
QHYWISDOMTREE US HIGH YIELD COR
2.41%
E
ELDWISDOMTREE EMRG MKTS DEBT
1.91%
Only in WTSIX
S
SHAGWSDMTREE YLD EN US ST AGG
30.02%
Q
QSIGWISDOMTREE US SHORT TERM COR
20.00%
H
HYZDWISDOMTREE INTEREST RATE HED
14.81%
Hold MODRX and WTSIX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
MODRX vs LNGVXWisdomTree Siegel Longevity Digital Fund
74% overlap
MODRX vs EQTYXWisdomTree Siegel Global Equity Digital Fund
64% overlap
WTSIX vs FCBDFrontier Asset Core Bond ETF
10% overlap
MODRX vs AFQSXAlpha Fiduciary Quantitative Strategy Fund
8% overlap
MODRX vs AGTFXMorningstar Aggressive Growth ETF Asset Allocation Portfolio
8% overlap
MODRX vs AMFEXAAMA EQUITY FUND
8% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.