Summary
DTD Chart
DTD: Solid Core Dividend ETF But Fundamentally Weaker Than FDVV
WisdomTree U.S. Total Dividend ETF (DTD) maintains a 'hold' rating, reflecting its balanced factor mix and competitive value and quality characteristics. DTD offers stability and diversification, avoiding both top and bottom category performance each year, with improved fundamentals over the past eight months. The ETF yields close to 2% at current prices, with distributions paid monthly. However, DTD and S&P 500 Index ETFs like IVV overlap by 57%, reducing its appeal.
Should WisdomTree U.S. Total Dividend ETF (DTD) Be on Your Investing Radar?
Launched on June 16, 2006, the WisdomTree U.S. Total Dividend ETF (DTD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Is WisdomTree U.S. Total Dividend ETF (DTD) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. Total Dividend ETF (DTD) debuted on 06/16/2006, and offers broad exposure to the Style Box - Large Cap Value category of the market.
WisdomTree U.S. Total Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,363 | $2.83M | $2.95M | $120,340.23 | 4.25% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 8,987 | $776,117.71 | $856,371.23 | $80,253.52 | 10.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,917 | $440,134.62 | $477,981.57 | $37,846.95 | 8.6% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 40,972 | $2.84M | $3.9M | $1.06M | 37.24% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 23,535 | $2.19M | $2.31M | $114,691.2 | 5.23% |
WisdomTree U.S. Total Dividend Fund (DTD) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has WisdomTree U.S. Total Dividend Fund ever had a stock split?
WisdomTree U.S. Total Dividend Fund Profile
| ARCA Exchange | US Country |
Overview
The fund described is an investment vehicle that primarily focuses on investing in U.S. companies known for paying regular cash dividends. It seeks to mirror the performance of a fundamentally-weighted index composed of such dividend-paying companies listed on U.S. stock markets. To achieve its investment objective, the fund commits at least 95% of its total assets—excluding collateral from securities lending—towards the purchase of securities that are either part of its target index or possess economic characteristics closely aligned with those of the index's constituent securities. This strategy underscores the fund's emphasis on harnessing the income-generating potential of dividends. Despite its concentrated investment approach, the fund is classified as non-diversified, indicating a potentially higher risk and reward profile due to its focused allocation of assets.
Products and Services
- Constituent Securities Investment
The fund invests a substantial majority of its assets in the constituent securities of its targeted dividend-paying companies index. This approach is designed to closely replicate the index's performance, leveraging the consistency and potential growth of companies that regularly return profits to shareholders through dividends.
- Economically Identical Investments
In addition to direct investments in index constituents, the fund also allocates assets to investments that, while not part of the index, offer substantially identical economic characteristics. This strategy broadens the fund's investment horizon, allowing it to capture the economic essence of its targeted index constituents through alternative vehicles.
- Non-Diversified Fund Structure
Although the fund is non-diverse in its structure, this focused approach enables it to potentially generate higher returns. By concentrating its investments in a select group of dividend-paying companies, the fund aims for substantial income generation and capital appreciation, notwithstanding the increased risk associated with a less diversified portfolio.
