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.
WisdomTree U.S. Total Dividend Fund DTD
Morningstar’s Analysis DTD
Will DTD 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 3.68 | 59M | Technology |
Apple Inc | 2.95 | 48M | Technology |
JPMorgan Chase & Co | 2.87 | 46M | Financial Services |
Microsoft Corp | 2.81 | 45M | Technology |
Broadcom Inc | 2.13 | 34M | Technology |
Exxon Mobil Corp | 2.03 | 33M | Energy |
Chevron Corp | 1.69 | 27M | Energy |
Johnson & Johnson | 1.62 | 26M | Healthcare |
Alphabet Inc Class A | 1.39 | 22M | Communication Services |
Morgan Stanley | 1.39 | 22M | Financial Services |
United States