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DTD - ETF AI Analysis
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WisdomTree U.S. Total Dividend Fund (DTD)
Rating:73Outperform
Price Target:―
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)
AUM1.52B
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. Volume26,830
30 Day Avg. Volume29,285
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
99.89Price 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. dividend stalwarts, but its story lately is a tug-of-war between Big Tech softness and strength in energy and health care. Microsoft, Apple, Nvidia, and Broadcom have been losing steam, so their usual growth-engine role is more of a gentle idle than a roar. Offsetting that, Exxon and Chevron are rising on the back of firmer energy markets, while Johnson & Johnson and Philip Morris add steady, defensive ballast. With all holdings U.S.-based and a tilt toward financials and tech, the fund is diversified but not shy about its blue-chip core.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 3.08% | $47.69M | $877.66B | 16.90% | 72 Outperform | |
| Apple | 2.72% | $42.25M | $4.08T | 22.18% | 79 Outperform | |
| Microsoft | 2.72% | $42.25M | $2.98T | -2.10% | 79 Outperform | |
| Nvidia | 2.72% | $42.22M | $4.51T | 42.80% | 76 Outperform | |
| Exxon Mobil | 2.66% | $41.19M | $628.57B | 36.88% | 74 Outperform | |
| Chevron | 1.98% | $30.73M | $364.17B | 18.50% | 71 Outperform | |
| Johnson & Johnson | 1.76% | $27.31M | $578.21B | 56.73% | 78 Outperform | |
| Broadcom | 1.75% | $27.15M | $1.58T | 48.05% | 76 Outperform | |
| AbbVie | 1.42% | $22.03M | $394.89B | 17.22% | 66 Neutral | |
| Philip Morris | 1.33% | $20.60M | $284.57B | 26.59% | 61 Neutral |
DTD Technical Analysis
Positive
―
Price Trends
86.02
Positive
84.58
Positive
81.46
Positive
Market Momentum
0.93
Negative
73.52
Negative
84.38
Negative
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 87.52, equal to the 50-day MA of 86.02, and equal to the 200-day MA of 81.46, indicating a bullish trend. The MACD of 0.93 indicates Negative momentum. The RSI at 73.52 is Negative, neither overbought nor oversold. The STOCH value of 84.38 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DTD.
DTD Peer Comparison
Comparison Results
Performance Comparison
DTD
WisdomTree U.S. Total Dividend Fund
90.27
13.25
17.20%
ONEQ
Fidelity Nasdaq Composite Index ETF
―
―
―
CGUS
Capital Group Core Equity ETF
―
―
―
AKRE
Akre Focus ETF
―
―
―
BBUS
JP Morgan Betabuilders U.S. Equity ETF
―
―
―
DSI
iShares MSCI KLD 400 Social ETF
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―
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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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