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 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.26 69M
Technology

NVIDIA Corp

3.88 63M
Technology

JPMorgan Chase & Co

2.71 44M
Financial Services

Apple Inc

2.39 39M
Technology

ExxonMobil Holdings Corp

1.99 32M
Energy

Meta Platforms Inc Class A

1.90 31M
Communication Services

Johnson & Johnson

1.83 30M
Healthcare

Broadcom Inc

1.75 28M
Technology

Chevron Corp

1.72 28M
Energy

AbbVie Inc

1.60 26M
Healthcare

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