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.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. Total Dividend ETF (DTD), a passively managed exchange traded fund launched on June 16, 2006.
Launched on 06/16/2006, the WisdomTree U.S. Total Dividend ETF (DTD) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 9,310 | $804,012 | $880,726 | $76,714 | 9.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,667 | $230,322.12 | $251,938.15 | $21,616.03 | 9.39% |
Jeff Ameen Spire Wealth Management | 9,912 | $599,317.4 | $935,886.08 | $336,568.68 | 56.16% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,963 | $491,649.96 | $658,038.31 | $166,388.35 | 33.84% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,800 | $244,649.6 | $359,532.82 | $114,883.22 | 46.96% |
| ARCA Exchange | US Country |
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.
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.
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.
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.