WisdomTree U.S. Total Dividend ETF Analysis and Insights

WisdomTree U.S. Total Dividend ETF (DTD) shows promise. Investors looking for smart beta strategies should consider its diversified approach and solid performance metrics.

Date: 01-03-2025

AI Rating: 7

Fund Overview
The WisdomTree U.S. Total Dividend ETF (DTD) is presented in the report as a viable option for investors who prioritize dividends in their portfolios. It has over $1.37 billion in assets and aims to mirror the performance of the WisdomTree U.S. Dividend Index.

Expense Ratios and Yield
With annual operating expenses of 0.28% and a trailing dividend yield of 2.01%, investors are offered an opportunity to gain returns while maintaining a reasonable cost structure. While the expense ratio is average, it is not out of line with peer products.

Performance Metrics
Notably, DTD has increased by 3.54% so far this year and 18.06% over the past year. These figures indicate positive performance that may appeal to investors seeking returns. The fund has demonstrated a range of $67.07 to $80.53 over the last year, showing reasonable volatility while offering the potential for growth in a strong market segment.

Risk Assessment
With a beta of 0.91 and a standard deviation of 13.89%, DTD represents a medium risk choice. This moderate risk resonates well with investors who want to diversify their portfolios while still tapping into potential returns from dividend-paying stocks.

Sector Allocation
The ETF allocates about 20% of its assets to the Financials sector, with Information Technology and Consumer Staples featuring prominently among its holdings, including substantial positions in JPMorgan Chase & Co. (JPM), Microsoft Corp (MSFT), and Apple Inc (AAPL). The diversity of holdings mitigates the risk of single stock volatility.

Comparative Options
Investors are advised to assess alternatives like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) that could potentially offer lower expense ratios.

Stocks: JPM MSFT AAPL