DTD - ETF AI Analysis
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WisdomTree U.S. Total Dividend Fund (DTD)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The fund’s returns over the year to date and recent months have been strong, showing solid momentum.
Leading Dividend-Paying Companies
Top holdings like major technology, financial, energy, and healthcare firms have generally delivered strong or steady performance, supporting the ETF’s results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which helps reduce the impact if any single industry faces a downturn.
Negative Factors
Heavy U.S. Market Focus
With almost all assets in U.S. companies, the fund offers very limited international diversification and is highly sensitive to the U.S. market.
Mixed Performance Among Top Holdings
A few large positions, including some major technology and communication services stocks, have shown weaker or lagging performance, which can drag on returns.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, meaning costs still take a noticeable bite out of investor returns over time.
DTD vs. SPDR S&P 500 ETF (SPY)
AUM1.62B
RegionNorth America
Expense Ratio0.28%
Beta0.66
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.85%
Asset ClassEquity
Index TrackedWisdomTree Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume27,857
30 Day Avg. Volume28,958
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
111.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering814
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DTD Summary
WisdomTree U.S. Total Dividend Fund (DTD) is an ETF that follows 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, giving investors broad exposure to the overall U.S. stock market. Well-known holdings include Microsoft and Nvidia, along with major banks and energy firms. Someone might invest in DTD to seek both long-term growth and regular income from dividends in one diversified fund. A key risk is that its value can go up or down with the stock market, and dividend-paying companies can still cut payouts in tough times.
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 Big Tech and healthcare setting the tone. Nvidia and Apple have been rising, giving the fund a strong growth engine, while Microsoft and Broadcom look more mixed lately, occasionally tapping the brakes. On the income side, Exxon Mobil and Chevron have been steady to strong, helping anchor returns when tech gets choppy, and Johnson & Johnson adds a reliable healthcare ballast. Overall, it’s a U.S.-focused, dividend-driven portfolio where a handful of mega-cap tech and energy names quietly steer performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 4.27% | $69.37M | $3.81T | -0.55% | 79 Outperform | |
| Nvidia | 3.85% | $62.45M | $5.50T | 21.97% | 76 Outperform | |
| JPMorgan Chase | 2.69% | $43.71M | $879.41B | 7.57% | 72 Outperform | |
| Apple | 2.41% | $39.12M | $4.86T | 29.51% | 79 Outperform | |
| Exxon Mobil | 1.98% | $32.19M | $669.21B | 46.24% | 74 Outperform | |
| Meta Platforms | 1.90% | $30.79M | $1.85T | -0.15% | 76 Outperform | |
| Johnson & Johnson | 1.88% | $30.47M | $638.00B | 42.35% | 78 Outperform | |
| Broadcom | 1.79% | $29.09M | $1.68T | 3.85% | 76 Outperform | |
| Chevron | 1.70% | $27.57M | $403.47B | 32.11% | 71 Outperform | |
| AbbVie | 1.61% | $26.18M | $462.26B | 7.04% | 66 Neutral |
DTD Technical Analysis
Neutral
―
Price Trends
95.90
Negative
94.27
Negative
90.65
Positive
Market Momentum
-0.63
Positive
40.89
Neutral
19.36
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DTD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 94.97, equal to the 50-day MA of 95.90, and equal to the 200-day MA of 90.65, indicating a neutral trend. The MACD of -0.63 indicates Positive momentum. The RSI at 40.89 is Neutral, neither overbought nor oversold. The STOCH value of 19.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DTD.
DTD Peer Comparison
Comparison Results
Performance Comparison
DTD
WisdomTree U.S. Total Dividend Fund
94.00
11.42
13.83%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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―
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DSI
iShares MSCI KLD 400 Social ETF
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―
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QLTY
GMO U.S. Quality ETF
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―
―
VTHR
Vanguard Russell 3000 ETF
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―
―
TSPA
T. Rowe Price U.S. Equity Research 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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