DTD

WisdomTree U.S. Total Dividend Fund

1 year +18.2%

Assets$1.66BWisdomTree

Fee0.28%a year

Yield1.9%Monthly

This year+14.2%

5 years+11.5%a year on average

Components813top 10: 24%

Returns

This year +14.2% 1 year +18.2% 3 years, yearly +19.4% 5 years, yearly +11.5% 10 years, yearly +11.8%

The fund's own total return. Volatility 9.7% over one year, 10.7% over three; Sharpe ratio over three years 1.18.

Sectors

Technology20.9%

Financial Services17.7%

Healthcare13.2%

Energy8.9%

Consumer Defensive8.3%

Industrials8.1%

Communication Services7.3%

Utilities5.0%

Consumer Cyclicals5.0%

Real Estate4.9%

Basic Materials1.5%

Regions

North America97.3%

Latin America0.1%

Asset classes

Stock US99.0%

Cash0.1%

Other0.1%

Stock non-US0.1%

About the fund

Issuer: WisdomTree
Since: 2006-06-16
Listed on: NYSE ARCA
ISIN: US97717W1099
Turnover: 19% a year

The fund invests, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each constituent company is projected to pay in the coming year, based on the most recently declared dividend per share, a measure of fundamental value. The fund is non-diversified.

From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.