DTD - ETF AI Analysis
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WisdomTree U.S. Total Dividend Fund (DTD)
DTD, the WisdomTree U.S. Total Dividend Fund, earns a solid overall rating, largely driven by strong, diversified holdings like Microsoft, Apple, Johnson & Johnson, and Broadcom, which benefit from robust financial performance, growth in cloud and AI, and stable, profitable operations. The fund’s score is held back somewhat by names like AbbVie and Chevron, where financial stability concerns, high valuations, and weaker recent cash flow trends introduce more risk. A key risk factor is the fund’s meaningful exposure to high-valuation, AI-focused tech stocks, which could be more volatile if growth expectations are not met.
DTD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.64B
- Region
- North America
- Expense Ratio
- 0.28%
- Beta
- 0.65
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 1.85%
- Asset Class
- Equity
- Index Tracked
- WisdomTree Dividend Index
DTD Summary
The WisdomTree U.S. Total Dividend Fund (DTD) is an ETF that follows the WisdomTree Dividend Index, focusing on U.S. companies that pay dividends across many sectors, like financials, technology, health care, and energy. It holds well-known names such as Microsoft and JPMorgan Chase, giving investors broad exposure to the U.S. stock market while aiming to provide regular income from dividends. Someone might invest in DTD to combine income and long-term growth in a single, diversified fund. A key risk is that the fund’s value can go up or down with the overall stock market, including dividend-paying companies.
How much will it cost me?
This ETF has an expense ratio of 0.28%, which means you’ll pay about $2.80 per year for every $1,000 you invest. That cost is a bit higher than the cheapest broad U.S. market index funds because this fund uses a more specialized, dividend-focused strategy rather than a plain passive market-cap index.
What would affect this ETF?
Because DTD focuses on U.S. dividend-paying stocks across many sectors, it could benefit from a stable or growing economy, strong profits at major holdings like Microsoft, Nvidia, and big banks, and an environment where investors value income, especially if interest rates stop rising or begin to fall. On the other hand, higher interest rates, economic slowdowns that hurt financials, energy, or tech, changes in tax or dividend regulations, or company-specific issues at its largest holdings could reduce dividend payments or stock prices and weigh on the fund’s performance.
DTD Top 10 Holdings
DTD leans heavily into U.S. dividend stalwarts, with Big Tech and energy names setting the tone. Microsoft and Apple are rising and help anchor performance, while Nvidia and Meta have been more mixed lately, occasionally losing steam and adding volatility. On the income side, Exxon and Chevron are powering ahead, giving the fund a strong boost from the energy patch, while Johnson & Johnson and AbbVie provide steady health care ballast. Overall, it’s a U.S.-focused, dividend-driven mix with notable concentration in tech and energy leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 4.36% | $71.15M | $3.94T | 6.74% | 79Outperform |
 NVDA | Nvidia | 3.10% | $50.59M | $4.50T | -0.77% | 76Outperform |
 JPM | JPMorgan Chase | 2.68% | $43.81M | $888.27B | 6.72% | 72Outperform |
 AAPL | Apple | 2.44% | $39.87M | $4.98T | 26.91% | 79Outperform |
 XOM | Exxon Mobil | 1.99% | $32.53M | $676.62B | 44.86% | 74Outperform |
 JNJ | Johnson & Johnson | 1.93% | $31.52M | $664.95B | 47.73% | 78Outperform |
 ABBV | AbbVie | 1.78% | $29.04M | $514.92B | 32.99% | 66Neutral |
 CVX | Chevron | 1.74% | $28.45M | $417.87B | 39.02% | 71Outperform |
 META | Meta Platforms | 1.57% | $25.69M | $1.56T | -1.42% | 76Outperform |
 AVGO | Broadcom | 1.48% | $24.12M | $1.40T | -17.41% | 76Outperform |
DTD Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DTD, the sentiment is Negative. The current price of 94.75 is below the 20-day moving average (MA) of 96.11, below the 50-day MA of 95.51, and above the 200-day MA of 91.94, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 42.71 is Neutral, neither overbought nor oversold. The STOCH value of 37.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DTD.
DTD Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DTD | $94.75 | $106.00(11.88% Upside) | $1.64B | 0.28% | 73Outperform |
 BBUS | $132.48 | $163.94(23.74% Upside) | $9.38B | 0.02% | 73Outperform |
 QLTY | $43.16 | $51.52(19.36% Upside) | $5.40B | 0.50% | 75Outperform |
 DSI | $138.49 | $176.24(27.25% Upside) | $5.16B | 0.25% | 74Outperform |
 AKRE | $60.49 | $71.31(17.89% Upside) | $5.04B | 0.98% | 68Neutral |
 VTHR | $324.41 | $415.48(28.07% Upside) | $4.68B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DTD | WisdomTree U.S. Total Dividend Fund | 94.75 | 11.81 | 14.24% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 132.48 | 10.12 | 8.27% | |
| QLTY | GMO U.S. Quality ETF | 43.16 | 5.87 | 15.74% | |
| DSI | iShares MSCI KLD 400 Social ETF | 138.49 | 10.69 | 8.37% | |
| AKRE | Akre Focus ETF | 60.49 | -4.05 | -6.28% | |
| VTHR | Vanguard Russell 3000 ETF | 324.41 | 26.96 | 9.06% |
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.