DTD
WisdomTree U.S. Total Dividend Fund
1W: +0.5%
1M: -4.4%
3M: +1.0%
YTD: +1.3%
1Y: +14.7%
3Y: +56.7%
5Y: +74.3%
$86.60
+0.24 (+0.28%)
After Hours: $76.51 (-10.09, -11.65%)
Weekly Expected Move ±1.6%
$82
$83
$85
$86
$87
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$1.6B
Holdings805
Top 10 Wt22.0%
Beta0.78
% Profitable88%
Coverage98%
Portfolio Valuation
P/E28.0
P/B7.8
P/S5.6
EV/EBITDA19.2
P/FCF31.1
PEG2.02
Profitability & Returns
Gross Margin49.1%
Net Margin19.9%
ROE29.7%
ROA5.8%
ROIC24.8%
Div Yield2.35%
Leverage & Liquidity
Debt/Equity1.00
Debt/Assets0.20
Net Debt/EBITDA0.1x
Interest Cov3.8x
Current Ratio0.98
Quick Ratio0.93
Growth (YoY)
Revenue+9.5%
Net Income+23.9%
EPS+24.7%
FCF+26.3%
EBITDA+19.1%
Rev CAGR 3Y+9.0%
Quality Scores
Piotroski F6.6
Altman Z6.59
IS Quality70.3
IS Overall57.2
IS Value53.5
Median P/E19.5
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 193 | 18.4% | 14.6 |
| Technology | 51 | 15.8% | 26.2 |
| Healthcare | 40 | 12.2% | 10.7 |
| Energy | 45 | 9.3% | 22.1 |
| Consumer Defensive | 39 | 9.0% | 19.0 |
| Industrials | 136 | 8.5% | 27.2 |
| Utilities | 49 | 6.4% | 22.7 |
| Communication Services | 25 | 6.4% | 7.1 |
| Consumer Cyclical | 94 | 5.6% | 18.5 |
| Real Estate | 67 | 5.0% | 31.3 |
| Other | 31 | 2.1% | — |
| Basic Materials | 37 | 1.5% | -7.6 |
Smart Money Overlap
64 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 2.88% | 4 | Bullish | 14 | 9 | +0.2% |
| JNJ | Johnson & Johnson | 1.89% | 4 | Bullish | 12 | 2 | +0.4% |
| AVGO | Broadcom Inc. | 1.64% | 4 | Bullish | 1 | 10 | -2.2% |
| ABBV | AbbVie Inc. | 1.44% | 4 | Bullish | 15 | 1 | -4.0% |
| MRK | Merck & Co., Inc. | 1.25% | 4 | Bullish | 11 | 2 | +2.1% |
| T | AT&T Inc. | 1.15% | 4 | Bullish | 28 | 5 | -2.3% |
| HD | The Home Depot, Inc. | 1.06% | 4 | Bullish | 11 | 11 | -3.3% |
| WMT | Walmart Inc. | 1.04% | 4 | Bullish | 22 | 3 | +1.2% |
| PFE | Pfizer Inc. | 0.94% | 4 | Bullish | 11 | 2 | +6.6% |
| CSCO | Cisco Systems, Inc. | 0.82% | 4 | Bullish | 5 | 6 | +0.1% |
| IBM | International Business Machines Corporation | 0.81% | 4 | Bullish | 10 | 8 | +2.5% |
| UNH | UnitedHealth Group Incorporated | 0.79% | 4 | Bullish | 7 | 5 | -1.7% |
| COP | ConocoPhillips | 0.77% | 4 | Bullish | 1 | 3 | +22.3% |
| C | Citigroup Inc. | 0.58% | 4 | Bullish | 35 | 9 | -0.1% |
| RTX | RTX Corporation | 0.53% | 4 | Bullish | 18 | 3 | +0.2% |
| HON | Honeywell International Inc. | 0.44% | 4 | Bullish | 11 | 3 | -4.2% |
| AEP | American Electric Power Company, Inc. | 0.43% | 4 | Bullish | 24 | 2 | +1.2% |
| UNP | Union Pacific Corporation | 0.42% | 4 | Bullish | 37 | 3 | -2.2% |
| KMI | Kinder Morgan, Inc. | 0.41% | 4 | Bullish | 6 | 3 | +1.3% |
| CVS | CVS Health Corporation | 0.40% | 4 | Bullish | 26 | 2 | +2.3% |
Showing 50 of 807 holdings
· Page 1 of 17
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 3.06% | $44.7M | 270,831 | 35.9 | $4.3T | Technology |
| 2 | JPMorgan Chase & Co | JPM | 2.88% | $42.1M | 148,352 | 14.4 | $794.5B | Financial Services |
| 3 | Microsoft Corp | MSFT | 2.60% | $37.9M | 105,625 | 23.3 | $2.8T | Technology |
| 4 | Apple Inc | AAPL | 2.57% | $37.6M | 152,359 | 32.0 | $3.8T | Technology |
| 5 | Exxon Mobil Corp | XOM | 2.52% | $36.8M | 214,547 | 24.1 | $669.5B | Energy |
| 6 | Chevron Corp | CVX | 2.08% | $30.5M | 144,541 | 32.2 | $397.7B | Energy |
| 7 | Johnson & Johnson | JNJ | 1.89% | $27.7M | 114,110 | 22.0 | $585.7B | Healthcare |
| 8 | Broadcom Inc | AVGO | 1.64% | $24.0M | 81,796 | 59.7 | $1.5T | Technology |
| 9 | AbbVie Inc | ABBV | 1.44% | $21.1M | 98,904 | 88.0 | $369.2B | Healthcare |
| 10 | Philip Morris International Inc | PM | 1.28% | $18.6M | 113,027 | 21.7 | $246.1B | Consumer Defensive |
| 11 | Verizon Communications Inc | VZ | 1.26% | $18.4M | 366,372 | 12.2 | $208.4B | Communication Services |
| 12 | Procter & Gamble Co/The | PG | 1.25% | $18.2M | 126,008 | 21.1 | $334.4B | Consumer Defensive |
| 13 | Merck & Co Inc/NJ | MRK | 1.25% | $18.2M | 154,173 | 16.5 | $298.8B | Healthcare |
| 14 | Coca-Cola Co/The | KO | 1.21% | $17.7M | 231,735 | 25.2 | $330.0B | Consumer Defensive |
| 15 | AT&T Inc | T | 1.15% | $16.8M | 584,687 | 9.3 | $198.2B | Communication Services |
| 16 | Google Inc | GOOGL | 1.12% | $16.4M | 60,008 | 27.0 | $3.6T | Communication Services |
| 17 | Morgan Stanley | MS | 1.11% | $16.2M | 101,988 | 15.4 | $263.2B | Financial Services |
| 18 | Home Depot Inc | HD | 1.06% | $15.5M | 48,022 | 22.6 | $320.3B | Consumer Cyclical |
| 19 | Google Inc | GOOG | 1.05% | $15.3M | 56,129 | 27.0 | $3.6T | Communication Services |
| 20 | PepsiCo Inc/NC | PEP | 1.05% | $15.3M | 97,360 | 26.1 | $214.6B | Consumer Defensive |
| 21 | Walmart Inc | WMT | 1.04% | $15.2M | 123,092 | 45.8 | $1.0T | Consumer Defensive |
| 22 | Amgen Inc | AMGN | 0.99% | $14.5M | 41,556 | 24.3 | $187.6B | Healthcare |
| 23 | Wells Fargo & Co | WFC | 0.94% | $13.7M | 178,905 | 12.0 | $248.7B | Financial Services |
| 24 | Pfizer Inc | PFE | 0.94% | $13.7M | 491,986 | 20.7 | $161.1B | Healthcare |
| 25 | Bank of America Corp | BAC | 0.93% | $13.6M | 288,386 | 11.9 | $354.4B | Financial Services |
| 26 | Eli Lilly & Co | LLY | 0.93% | $13.6M | 15,343 | 40.7 | $884.0B | Healthcare |
| 27 | Goldman Sachs Group Inc | GS | 0.89% | $12.9M | 16,021 | 15.7 | $256.1B | Financial Services |
| 28 | Meta PlatformsInc. Cl A | FB | 0.84% | $12.3M | 22,980 | 1.8 | $8M | Financial Services |
| 29 | Cisco Systems Inc | CSCO | 0.82% | $12.0M | 155,781 | 28.2 | $312.2B | Technology |
| 30 | Gilead Sciences Inc | GILD | 0.82% | $12.0M | 88,006 | 20.4 | $173.4B | Healthcare |
| 31 | International Business Machines Corp | IBM | 0.81% | $11.8M | 49,746 | 21.9 | $232.8B | Technology |
| 32 | UnitedHealth Group Inc | UNH | 0.79% | $11.5M | 44,016 | 20.9 | $251.7B | Healthcare |
| 33 | Visa Inc | V | 0.79% | $11.5M | 38,432 | 27.7 | $580.0B | Financial Services |
| 34 | ConocoPhillips | COP | 0.77% | $11.3M | 84,946 | 19.6 | $159.5B | Energy |
| 35 | Bristol-Myers Squibb Co | BMY | 0.69% | $10.1M | 168,448 | 17.2 | $121.4B | Healthcare |
| 36 | Altria Group Inc | MO | 0.67% | $9.8M | 146,476 | 15.9 | $110.4B | Consumer Defensive |
| 37 | Texas Instruments Inc | TXN | 0.67% | $9.8M | 52,650 | 35.4 | $177.4B | Technology |
| 38 | McDonalds Corp | MCD | 0.67% | $9.8M | 31,808 | 25.6 | $219.2B | Consumer Cyclical |
| 39 | Nextera Energy | NEE | 0.65% | $9.4M | 102,408 | 28.5 | $194.1B | Utilities |
| 40 | Duke Energy Corp | DUK | 0.62% | $9.1M | 68,967 | 20.7 | $102.8B | Utilities |
| 41 | Comcast Corp | CMCSA | 0.61% | $8.9M | 307,456 | 5.1 | $101.8B | Communication Services |
| 42 | T-Mobile US Inc | TMUS | 0.60% | $8.7M | 40,828 | 20.4 | $225.3B | Communication Services |
| 43 | Citigroup Inc | C | 0.58% | $8.4M | 78,556 | 14.7 | $201.6B | Financial Services |
| 44 | Lockheed Martin Corp | LMT | 0.55% | $8.0M | 13,387 | 28.7 | $143.5B | Industrials |
| 45 | RTX Corp | RTX | 0.53% | $7.7M | 41,040 | 39.2 | $263.4B | Industrials |
| 46 | Oracle Corp | ORCL | 0.49% | $7.1M | 51,227 | 25.8 | $421.0B | Technology |
| 47 | ProLogis Inc | PLD | 0.47% | $6.9M | 53,771 | 37.7 | $124.3B | Real Estate |
| 48 | Southern Co/The | SO | 0.46% | $6.7M | 68,655 | 24.8 | $109.1B | Utilities |
| 49 | Honeywell International Inc | HON | 0.44% | $6.5M | 29,032 | 28.4 | $145.9B | Industrials |
| 50 | American Electric Power Co Inc | AEP | 0.43% | $6.3M | 47,755 | 19.2 | $71.8B | Utilities |