Skip to Content
Morningstar

WisdomTree US Total Dividend ETF DTD

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

Morningstar’s Analysis DTD

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

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.

WisdomTree US Total Dividend ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DTD

More DTD Holdings
  • Current Portfolio Date
  • Equity Holdings 811
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.15
45,231,820
Technology

Apple Inc

3.92
42,724,737
Technology

Exxon Mobil Corp

2.98
32,459,564
Energy

JPMorgan Chase & Co

1.91
20,867,719
Financial Services

AbbVie Inc

1.88
20,547,355
Healthcare

Chevron Corp

1.87
20,377,663
Energy

Broadcom Inc

1.60
17,452,380
Technology

Johnson & Johnson

1.44
15,681,362
Healthcare

Merck & Co Inc

1.44
15,662,499
Healthcare

Coca-Cola Co

1.43
15,614,835
Consumer Defensive