DTD - ETF AI Analysis
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WisdomTree U.S. Total Dividend Fund (DTD)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Dividend Leaders in Top Holdings
Several major positions like Broadcom, Exxon Mobil, Chevron, Johnson & Johnson, and Alphabet have delivered strong year-to-date results, helping support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across financials, technology, health care, industrials, consumer sectors, energy, utilities, real estate, and more help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers very limited geographic diversification and is highly tied to the U.S. market.
Mixed Results Among Top Tech and Pharma Holdings
Some large positions such as Microsoft, JPMorgan, Apple, and AbbVie have shown weaker year-to-date performance, which can drag on the fund if this trend continues.
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 index alternatives.
DTD vs. SPDR S&P 500 ETF (SPY)
AUM1.65B
RegionNorth America
Expense Ratio0.28%
Beta0.67
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.83%
Asset ClassEquity
Index TrackedWisdomTree Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,919
30 Day Avg. Volume19,474
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
109.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering819
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 owns a wide mix of stocks across many sectors, including big names like Microsoft, Apple, Nvidia, JPMorgan Chase, and Exxon Mobil. Investors might consider DTD if they want broad exposure to the U.S. stock market while also aiming for regular income from dividends and potential long-term growth. A key risk is that stock prices and dividend payments can go up and down with the overall market, so your investment value is not guaranteed.
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 powerhouses, with a clear tilt toward big tech and financials. Nvidia and Broadcom have been the fund’s main engines, rising on AI enthusiasm despite some recent choppiness. JPMorgan is another bright spot, steadily adding fuel from the banking side. On the flip side, Microsoft and Meta have been losing a bit of steam lately, acting as mild brakes on performance. Energy names like Exxon and Chevron are more mixed, making this a broadly diversified but U.S.-centric dividend story with a tech-heavy accent.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 3.42% | $56.38M | $5.02T | 17.63% | 76 Outperform | |
| Microsoft | 3.26% | $53.71M | $2.98T | -22.79% | 79 Outperform | |
| JPMorgan Chase | 2.74% | $45.08M | $919.47B | 17.11% | 72 Outperform | |
| Apple | 2.36% | $38.92M | $4.89T | 58.04% | 79 Outperform | |
| Broadcom | 1.87% | $30.77M | $1.78T | 30.88% | 76 Outperform | |
| Exxon Mobil | 1.79% | $29.46M | $610.73B | 36.74% | 74 Outperform | |
| Johnson & Johnson | 1.74% | $28.61M | $601.73B | 54.58% | 78 Outperform | |
| Meta Platforms | 1.69% | $27.89M | $1.69T | -8.27% | 76 Outperform | |
| AbbVie | 1.53% | $25.23M | $449.45B | 34.46% | 66 Neutral | |
| Chevron | 1.50% | $24.68M | $366.18B | 24.89% | 71 Outperform |
DTD Technical Analysis
Positive
―
Price Trends
92.75
Positive
90.34
Positive
87.46
Positive
Market Momentum
0.63
Negative
60.49
Neutral
75.06
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 93.78, equal to the 50-day MA of 92.75, and equal to the 200-day MA of 87.46, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 60.49 is Neutral, neither overbought nor oversold. The STOCH value of 75.06 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
Performance Comparison
DTD
WisdomTree U.S. Total Dividend Fund
94.61
15.65
19.82%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social ETF
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―
―
AKRE
Akre Focus ETF
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―
―
QLTY
GMO U.S. Quality ETF
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―
―
VTHR
Vanguard Russell 3000 ETF
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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.
DisclaimerThis 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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