Wisdomtree Total Dividend Etf Profile

DTD Etf  USD 78.40  0.08  0.10%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
WisdomTree Total is trading at 78.40 as of the 21st of November 2024, a 0.10 percent increase since the beginning of the trading day. The etf's lowest day price was 78.01. WisdomTree Total has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for WisdomTree Total Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of August 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund invests at least 95 percent of its total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Total Dividend

Moving together with WisdomTree Etf

  0.98VTV Vanguard Value IndexPairCorr
  0.99VYM Vanguard High DividendPairCorr
  0.99IWD iShares Russell 1000PairCorr
  0.97DGRO iShares Core DividendPairCorr
  0.98IVE iShares SP 500PairCorr
  0.95DVY iShares Select DividendPairCorr

Moving against WisdomTree Etf

  0.71HUM Humana Inc Buyout TrendPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationHNX 30, Strategy ETFs, High Dividend Yield ETFs, Large Value, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2006-06-16
BenchmarkWisdomTree U.S. Dividend Index
Entity TypeRegulated Investment Company
Asset Under Management1.36 Billion
Average Trading Valume21,958.3
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank and Trust Company
Fiscal Year End28-Feb
ExchangeNYSE Arca, Inc.
Number of Constituents826
Market MakerJane Street
Total Expense0.28
Management Fee0.28
Country NameUSA
Returns Y T D22.01
NameWisdomTree U.S. Total Dividend Fund
Currency CodeUSD
Open FigiBBG000BSVPW0
In Threey Volatility15.19
1y Volatility9.98
200 Day M A72.1707
50 Day M A77.1514
CodeDTD
Updated At21st of November 2024
Currency NameUS Dollar
WisdomTree Total Dividend [DTD] is traded in USA and was established 2006-06-16. The fund is classified under Large Value category within WisdomTree family. The entity is thematically classified as Strategy ETFs. WisdomTree Total Dividend currently have 957.43 M in assets under management (AUM). , while the total return for the last 3 years was 10.4%.
Check WisdomTree Total Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Total Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree Total Dividend Etf Constituents

WMTWalmartStockConsumer Staples
MSFTMicrosoftStockInformation Technology
XOMExxon Mobil CorpStockEnergy
VZVerizon CommunicationsStockCommunication Services
TATT IncStockCommunication Services
PMPhilip Morris InternationalStockConsumer Staples
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
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WisdomTree Total Top Holders

DWTFXArrow Dwa TacticalMutual FundTactical Allocation
DWTNXArrow Dwa TacticalMutual FundTactical Allocation
DWTTXArrow Dwa TacticalMutual FundTactical Allocation
DWATArrow DWA TacticalEtfTactical Allocation
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WisdomTree Total Dividend Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Total Against Markets

When determining whether WisdomTree Total Dividend is a strong investment it is important to analyze WisdomTree Total's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Total's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Total Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of WisdomTree Total Dividend is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Total's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Total's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Total's market value can be influenced by many factors that don't directly affect WisdomTree Total's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.