Morningstar

WisdomTree U.S. High Dividend Fund DHS

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

Morningstar’s Analysis DHS

Will DHS 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 DHS’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DHS

More DHS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc

5.52 88M
Healthcare

Merck & Co Inc

4.77 76M
Healthcare

ExxonMobil Holdings Corp

4.02 64M
Energy

Altria Group Inc

3.86 61M
Consumer Defensive

Philip Morris International Inc

3.46 55M
Consumer Defensive

Texas Instruments Inc

3.18 51M
Technology

AT&T Inc

2.96 47M
Communication Services

Chevron Corp

2.90 46M
Energy

Verizon Communications Inc

2.59 41M
Communication Services

Bristol-Myers Squibb Co

2.42 38M
Healthcare

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