DTD - ETF AI Analysis

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WisdomTree U.S. Total Dividend Fund (DTD)

Rating:73Outperform

Price Target:―

DTD, the WisdomTree U.S. Total Dividend Fund, has a solid overall rating driven by high-quality leaders like Microsoft, Apple, Nvidia, and Broadcom, which benefit from strong financial performance and long-term growth potential in areas like cloud and AI. Large, stable companies such as JPMorgan, Johnson & Johnson, and Exxon Mobil further support the fund with robust earnings and strategic positioning, though some holdings like AbbVie and Philip Morris face financial stability concerns and bearish technical trends that slightly weigh on the fund’s overall appeal. The main risk is that several top positions are in richly valued, growth-oriented names, which could be more sensitive to market downturns or changing growth expectations.

Positive Factors

Broad Sector Diversification

The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.

Large Asset Base

With over a billion dollars in assets, the ETF is well-established and likely to offer good trading liquidity for investors.

Dividend-Focused Blue Chips

Top holdings include many well-known, dividend-paying U.S. companies, which can provide a steadier income-oriented profile.

Negative Factors

Recent Weakness in Key Tech Holdings

Several of the largest technology positions, including major names like Microsoft, Apple, and Nvidia, have shown weak year-to-date performance, which can drag on returns.

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification.

Moderate Expense Ratio

The fund’s expense ratio is not especially low for a broad U.S. equity ETF, meaning fees may be higher than some cheaper alternatives.

DTD vs. SPDR S&P 500 ETF (SPY)

AUM1.55B

RegionNorth America

Expense Ratio0.28%

Beta0.70

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield1.88%

Asset ClassEquity

Index TrackedWisdomTree Dividend Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume28,869

30 Day Avg. Volume31,515

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

101.58

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering806

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DTD Summary

The WisdomTree U.S. Total Dividend Fund (DTD) is an ETF that tracks the WisdomTree Dividend Index, focusing on U.S. companies that pay dividends. It holds a wide mix of sectors, including financials, technology, health care, and energy, with well-known names like Microsoft and JPMorgan Chase among its top holdings. Investors might consider DTD if they want broad exposure to the U.S. stock market while also seeking regular income from dividends. A key risk is that the fund’s value and dividend payments can go up and down with the overall stock market and dividend-paying companies.

How much will it cost me?The WisdomTree U.S. Total Dividend Fund (Ticker: DTD) has an expense ratio of 0.28%, meaning you’ll pay $2.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed to focus on dividend-paying companies, which requires more research and strategy compared to passively managed funds.

What would affect this ETF?The WisdomTree U.S. Total Dividend Fund (DTD) could benefit from stable or rising interest rates, as dividend-paying companies often attract investors seeking income during such periods. Positive trends in technology and financial sectors, which make up a significant portion of the fund, could also drive growth. However, economic downturns or regulatory changes affecting dividend policies could negatively impact the fund, especially given its reliance on dividend-paying companies in the U.S. market.

DTD Top 10 Holdings

DTD leans heavily on U.S. blue chips, with Nvidia and Apple helping keep the tech engine humming even as Microsoft and Broadcom show more mixed, recently lagging trends. The real muscle lately has come from old-school dividend powerhouses: Exxon Mobil and Chevron are riding stronger energy markets, while Johnson & Johnson and Philip Morris add steady, rising health care and defensive ballast. With all holdings U.S.-based and a tilt toward financials, tech, and energy, the fund is diversified but still driven by a handful of big, dividend-rich names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
JPM	JPMorgan Chase	2.92%	$45.28M	$809.92B	13.47%	72 Outperform
MSFT	Microsoft	2.73%	$42.31M	$2.92T	-1.07%	79 Outperform
NVDA	Nvidia	2.71%	$42.10M	$4.31T	41.84%	76 Outperform
AAPL	Apple	2.67%	$41.47M	$3.88T	9.24%	79 Outperform
XOM	Exxon Mobil	2.65%	$41.05M	$635.43B	36.98%	74 Outperform
CVX	Chevron	2.02%	$31.29M	$372.66B	17.74%	71 Outperform
JNJ	Johnson & Johnson	1.79%	$27.70M	$598.69B	50.54%	78 Outperform
AVGO	Broadcom	1.69%	$26.24M	$1.52T	60.23%	76 Outperform
ABBV	AbbVie	1.43%	$22.16M	$410.36B	11.03%	66 Neutral
PM	Philip Morris	1.36%	$21.13M	$290.83B	20.32%	61 Neutral

DTD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

87.47

Positive

100DMA

85.48

Positive

200DMA

82.54

Positive

Market Momentum

MACD

0.81

Positive

RSI

60.88

Neutral

STOCH

71.72

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DTD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 89.67, equal to the 50-day MA of 87.47, and equal to the 200-day MA of 82.54, indicating a bullish trend. The MACD of 0.81 indicates Positive momentum. The RSI at 60.88 is Neutral, neither overbought nor oversold. The STOCH value of 71.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DTD.

DTD Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DTD	―	―	$1.55B	0.28%	73 Outperform
CGUS	―	―	$9.10B	0.33%	71 Outperform
ONEQ	―	―	$9.09B	0.21%	74 Outperform
AKRE	―	―	$7.37B	0.98%	68 Neutral
BBUS	―	―	$7.25B	0.02%	74 Outperform
DSI	―	―	$5.00B	0.25%	74 Outperform

Performance Comparison

DTD

WisdomTree U.S. Total Dividend Fund

90.12

12.88

16.68%

CGUS

Capital Group Core Equity ETF

―

ONEQ

Fidelity Nasdaq Composite Index ETF

―

AKRE

Akre Focus ETF

―

BBUS

JP Morgan Betabuilders U.S. Equity ETF

―

DSI

iShares MSCI KLD 400 Social ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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