DTD
WisdomTree U.S. Total Dividend Fund
1W: +0.4%
1M: -3.9%
3M: +1.4%
YTD: +1.4%
1Y: +13.3%
3Y: +56.3%
5Y: +73.4%
$86.30
-0.21 (-0.24%)
After Hours: $86.25 (-0.05, -0.05%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$1.6B
Holdings806
Top 10 Wt21.9%
Beta0.78
% Profitable88%
Coverage98%
Portfolio Valuation
P/E29.1
P/B7.9
P/S5.7
EV/EBITDA20.0
P/FCF31.4
PEG2.27
Profitability & Returns
Gross Margin48.8%
Net Margin19.6%
ROE29.0%
ROA5.8%
ROIC24.6%
Div Yield2.34%
Leverage & Liquidity
Debt/Equity0.98
Debt/Assets0.20
Net Debt/EBITDA0.1x
Interest Cov3.8x
Current Ratio0.98
Quick Ratio0.94
Growth (YoY)
Revenue+10.1%
Net Income+23.9%
EPS+24.6%
FCF+27.2%
EBITDA+18.9%
Rev CAGR 3Y+8.9%
Quality Scores
Piotroski F6.6
Altman Z5.79
IS Quality70.4
IS Overall57.2
IS Value53.3
Median P/E19.6
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 193 | 18.2% | 14.4 |
| Technology | 51 | 16.5% | 26.5 |
| Healthcare | 40 | 12.0% | 11.0 |
| Consumer Defensive | 39 | 8.7% | 18.7 |
| Energy | 45 | 8.7% | 22.5 |
| Industrials | 135 | 8.7% | 27.4 |
| Communication Services | 26 | 6.5% | 7.2 |
| Utilities | 49 | 6.3% | 22.1 |
| Consumer Cyclical | 94 | 5.6% | 17.1 |
| Real Estate | 67 | 5.1% | 30.6 |
| Other | 32 | 2.2% | — |
| Basic Materials | 37 | 1.4% | -9.1 |
Smart Money Overlap
65 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 2.88% | 4 | Bullish | 14 | 9 | -3.5% |
| JNJ | Johnson & Johnson | 1.83% | 4 | Bullish | 12 | 2 | -0.9% |
| AVGO | Broadcom Inc. | 1.76% | 4 | Bullish | 1 | 10 | -0.9% |
| MRK | Merck & Co., Inc. | 1.19% | 4 | Bullish | 11 | 2 | +0.9% |
| T | AT&T Inc. | 1.09% | 4 | Bullish | 29 | 5 | +3.0% |
| WMT | Walmart Inc. | 1.01% | 4 | Bullish | 21 | 3 | +2.2% |
| PFE | Pfizer Inc. | 0.91% | 4 | Bullish | 11 | 1 | +2.8% |
| IBM | International Business Machines Corporation | 0.84% | 4 | Bullish | 10 | 8 | -0.2% |
| UNH | UnitedHealth Group Incorporated | 0.83% | 4 | Bullish | 7 | 8 | -4.1% |
| CSCO | Cisco Systems, Inc. | 0.82% | 4 | Bullish | 5 | 6 | +3.7% |
| V | Visa Inc. | 0.78% | 4 | Bullish | 7 | 12 | -3.7% |
| COP | ConocoPhillips | 0.72% | 4 | Bullish | 1 | 3 | +20.9% |
| MCD | McDonald's Corporation | 0.66% | 4 | Bullish | 11 | 1 | -4.3% |
| C | Citigroup Inc. | 0.58% | 4 | Bullish | 36 | 9 | -2.5% |
| TMUS | T-Mobile US, Inc. | 0.57% | 4 | Bullish | 3 | 1 | -1.4% |
| RTX | RTX Corporation | 0.56% | 4 | Bullish | 18 | 3 | -0.4% |
| HON | Honeywell International Inc. | 0.45% | 4 | Bullish | 11 | 3 | -5.8% |
| CAT | Caterpillar Inc. | 0.42% | 4 | Bullish | 10 | 6 | -4.4% |
| AEP | American Electric Power Company, Inc. | 0.41% | 4 | Bullish | 26 | 2 | -3.0% |
| UNP | Union Pacific Corporation | 0.41% | 4 | Bullish | 37 | 3 | -3.5% |
Showing 50 of 808 holdings
· Page 1 of 17
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 3.26% | $48.4M | 270,831 | 36.2 | $4.3T | Technology |
| 2 | JPMorgan Chase & Co | JPM | 2.88% | $42.7M | 148,352 | 14.4 | $796.8B | Financial Services |
| 3 | Microsoft Corp | MSFT | 2.77% | $41.1M | 105,625 | 23.1 | $2.8T | Technology |
| 4 | Apple Inc | AAPL | 2.55% | $37.9M | 152,359 | 31.6 | $3.7T | Technology |
| 5 | Exxon Mobil Corp | XOM | 2.29% | $33.9M | 214,547 | 24.5 | $680.3B | Energy |
| 6 | Chevron Corp | CVX | 1.96% | $29.1M | 144,541 | 33.2 | $410.2B | Energy |
| 7 | Johnson & Johnson | JNJ | 1.83% | $27.1M | 114,110 | 21.7 | $578.2B | Healthcare |
| 8 | Broadcom Inc | AVGO | 1.76% | $26.2M | 81,796 | 60.5 | $1.5T | Technology |
| 9 | AbbVie Inc | ABBV | 1.37% | $20.4M | 98,904 | 87.3 | $366.3B | Healthcare |
| 10 | Philip Morris International Inc | PM | 1.24% | $18.5M | 113,027 | 22.7 | $257.6B | Consumer Defensive |
| 11 | Google Inc | GOOGL | 1.24% | $18.4M | 60,008 | 26.6 | $3.5T | Communication Services |
| 12 | Procter & Gamble Co/The | PG | 1.23% | $18.3M | 126,008 | 21.2 | $336.3B | Consumer Defensive |
| 13 | Verizon Communications Inc | VZ | 1.22% | $18.1M | 366,372 | 12.4 | $212.4B | Communication Services |
| 14 | Merck & Co Inc/NJ | MRK | 1.19% | $17.6M | 154,173 | 16.3 | $295.1B | Healthcare |
| 15 | Coca-Cola Co/The | KO | 1.18% | $17.5M | 231,735 | 24.7 | $323.6B | Consumer Defensive |
| 16 | Google Inc | GOOG | 1.16% | $17.2M | 56,129 | 26.6 | $3.5T | Communication Services |
| 17 | AT&T Inc | T | 1.09% | $16.2M | 584,687 | 9.4 | $204.4B | Communication Services |
| 18 | Morgan Stanley | MS | 1.09% | $16.2M | 101,988 | 15.4 | $263.1B | Financial Services |
| 19 | Home Depot Inc | HD | 1.06% | $15.8M | 48,022 | 23.3 | $331.2B | Consumer Cyclical |
| 20 | Walmart Inc | WMT | 1.01% | $14.9M | 123,450 | 44.8 | $981.1B | Consumer Defensive |
| 21 | PepsiCo Inc/NC | PEP | 1.00% | $14.9M | 97,360 | 25.2 | $207.5B | Consumer Defensive |
| 22 | Amgen Inc | AMGN | 0.98% | $14.5M | 41,556 | 24.7 | $190.8B | Healthcare |
| 23 | Eli Lilly & Co | LLY | 0.95% | $14.1M | 15,343 | 39.9 | $865.9B | Healthcare |
| 24 | Meta PlatformsInc. Cl A | FB | 0.94% | $13.9M | 22,980 | 1.8 | $8M | Financial Services |
| 25 | Wells Fargo & Co | WFC | 0.92% | $13.7M | 178,905 | 12.0 | $247.7B | Financial Services |
| 26 | Bank of America Corp | BAC | 0.91% | $13.6M | 288,386 | 11.8 | $356.0B | Financial Services |
| 27 | Pfizer Inc | PFE | 0.91% | $13.5M | 491,986 | 20.0 | $155.3B | Healthcare |
| 28 | Goldman Sachs Group Inc | GS | 0.87% | $13.0M | 16,021 | 15.3 | $252.5B | Financial Services |
| 29 | International Business Machines Corp | IBM | 0.84% | $12.5M | 49,746 | 21.3 | $226.4B | Technology |
| 30 | Gilead Sciences Inc | GILD | 0.84% | $12.4M | 88,006 | 20.2 | $171.6B | Healthcare |
| 31 | UnitedHealth Group Inc | UNH | 0.83% | $12.3M | 44,016 | 20.4 | $245.6B | Healthcare |
| 32 | Cisco Systems Inc | CSCO | 0.82% | $12.2M | 155,781 | 29.2 | $323.3B | Technology |
| 33 | Visa Inc | V | 0.78% | $11.5M | 38,432 | 28.1 | $587.9B | Financial Services |
| 34 | ConocoPhillips | COP | 0.72% | $10.7M | 84,946 | 19.4 | $157.6B | Energy |
| 35 | Texas Instruments Inc | TXN | 0.67% | $9.9M | 52,650 | 35.8 | $179.2B | Technology |
| 36 | McDonalds Corp | MCD | 0.66% | $9.8M | 31,808 | 26.0 | $222.4B | Consumer Cyclical |
| 37 | Bristol-Myers Squibb Co | BMY | 0.66% | $9.8M | 168,448 | 17.1 | $120.0B | Healthcare |
| 38 | Altria Group Inc | MO | 0.64% | $9.5M | 146,476 | 15.4 | $107.1B | Consumer Defensive |
| 39 | Nextera Energy | NEE | 0.64% | $9.5M | 102,408 | 27.9 | $189.9B | Utilities |
| 40 | Comcast Corp | CMCSA | 0.61% | $9.1M | 312,628 | 5.3 | $104.7B | Communication Services |
| 41 | Duke Energy Corp | DUK | 0.60% | $8.9M | 68,967 | 20.1 | $99.7B | Utilities |
| 42 | Citigroup Inc | C | 0.58% | $8.6M | 78,556 | 14.6 | $200.3B | Financial Services |
| 43 | Lockheed Martin Corp | LMT | 0.57% | $8.5M | 13,387 | 28.7 | $144.4B | Industrials |
| 44 | T-Mobile US Inc | TMUS | 0.57% | $8.4M | 40,828 | 21.4 | $236.4B | Communication Services |
| 45 | RTX Corp | RTX | 0.56% | $8.3M | 41,159 | 39.0 | $261.7B | Industrials |
| 46 | Oracle Corp | ORCL | 0.54% | $8.0M | 51,227 | 25.7 | $419.8B | Technology |
| 47 | ProLogis Inc | PLD | 0.47% | $7.0M | 53,771 | 36.8 | $121.2B | Real Estate |
| 48 | Honeywell International Inc | HON | 0.45% | $6.6M | 29,032 | 27.9 | $143.5B | Industrials |
| 49 | Southern Co/The | SO | 0.44% | $6.6M | 68,655 | 24.0 | $105.9B | Utilities |
| 50 | Abbott Laboratories | ABT | 0.44% | $6.6M | 61,229 | 28.1 | $182.2B | Healthcare |