Morningstar

WisdomTree U.S. Total Dividend Fund DTD

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DTD

Will DTD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DTD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DTD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DTD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree US Total Dividend ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DTD

More DTD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.28 71M
Technology

NVIDIA Corp

3.55 59M
Technology

JPMorgan Chase & Co

2.65 44M
Financial Services

Apple Inc

2.43 41M
Technology

ExxonMobil Holdings Corp

2.12 35M
Energy

Johnson & Johnson

1.84 31M
Healthcare

Chevron Corp

1.84 31M
Energy

AbbVie Inc

1.72 29M
Healthcare

Broadcom Inc

1.69 28M
Technology

Meta Platforms Inc Class A

1.57 26M
Communication Services

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