The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
WisdomTree US Total Dividend ETF DTD
Morningstar’s Analysis DTD
Will DTD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.18 | 37.6 Mil | Technology |
JPMorgan Chase & Co | 2.83 | 33.5 Mil | Financial Services |
Apple Inc | 2.69 | 31.8 Mil | Technology |
AbbVie Inc | 2.37 | 28.1 Mil | Healthcare |
Exxon Mobil Corp | 2.33 | 27.6 Mil | Energy |
Broadcom Inc | 2.15 | 25.4 Mil | Technology |
Johnson & Johnson | 2.08 | 24.6 Mil | Healthcare |
Procter & Gamble Co | 1.84 | 21.8 Mil | Consumer Defensive |
NVIDIA Corp | 1.77 | 20.9 Mil | Technology |
Chevron Corp | 1.73 | 20.4 Mil | Energy |