WisdomTree U.S. High Dividend Fund DHS

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Morningstar’s Analysis DHS

Will DHS outperform in the future?

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

A quirky approach to dividends.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

WisdomTree US High Dividend delivers defensive yet inconsistent exposure to US large-cap stocks. This calls into question its ability to deliver a durable risk-adjusted advantage over more consistent peers and results in a Process Pillar downgrade to Average from Above Average.

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Portfolio Holdings DHS

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc

5.5492M
Healthcare

Merck & Co Inc

4.7579M
Healthcare

Altria Group Inc

3.8564M
Consumer Defensive

ExxonMobil Holdings Corp

3.6861M
Energy

Texas Instruments Inc

3.2854M
Technology

Philip Morris International Inc

3.2554M
Consumer Defensive

Chevron Corp

2.7145M
Energy

AT&T Inc

2.6344M
Communication Services

Verizon Communications Inc

2.5642M
Communication Services

Bristol-Myers Squibb Co

2.4140M
Healthcare

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