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.
WisdomTree U.S. High Dividend Fund DHS
Morningstar’s Analysis DHS
Will DHS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DHS 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 DHS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AbbVie Inc | 4.38 | 65M | Healthcare |
Merck & Co Inc | 3.83 | 57M | Healthcare |
Altria Group Inc | 3.71 | 55M | Consumer Defensive |
Texas Instruments Inc | 3.52 | 53M | Technology |
Exxon Mobil Corp | 3.29 | 49M | Energy |
Philip Morris International Inc | 3.22 | 48M | Consumer Defensive |
AT&T Inc | 2.91 | 44M | Communication Services |
Verizon Communications Inc | 2.71 | 41M | Communication Services |
Chevron Corp | 2.39 | 36M | Energy |
Bristol-Myers Squibb Co | 2.25 | 34M | Healthcare |
United States