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Upturn AI SWOT - About
WisdomTree U.S. High Dividend Fund (DHS)
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Upturn Advisory Summary
10/24/2025: DHS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.43% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 80.72 - 99.11 | Updated Date 06/29/2025 |
52 Weeks Range 80.72 - 99.11 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. High Dividend Fund
ETF Overview
Overview
The WisdomTree U.S. High Dividend Fund (DHS) seeks to track the investment results of dividend-paying common stocks in the U.S. equity market. It focuses on companies with high dividend yields and provides exposure to various sectors with an emphasis on value stocks.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its fundamentally weighted ETFs and innovative approach to indexing.
Management Expertise
WisdomTree has a team of experienced investment professionals focused on developing and managing ETFs across various asset classes.
Investment Objective
Goal
To track the investment results of high-dividend-yielding common stocks in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund uses a dividend-weighted strategy, selecting and weighting companies based on their dividend yields rather than market capitalization.
Composition The fund primarily holds stocks of U.S. companies with high dividend yields across various sectors, aiming for broad diversification.
Market Position
Market Share: DHS holds a noticeable market share within the high dividend ETF category.
Total Net Assets (AUM): 1440000000
Competitors
Key Competitors
- Schwab U.S. Dividend Equity ETF (SCHD)
- Vanguard High Dividend Yield ETF (VYM)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The high dividend ETF market is competitive, with several large players offering similar strategies. DHS differentiates itself through its specific dividend-weighting methodology. Its higher expense ratio compared to some competitors like SCHD and VYM is a disadvantage. However, its unique approach may appeal to investors seeking a specific dividend yield profile.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from reliable financial data resources, which might vary year to year, and therefore cannot be provided here.
Benchmark Comparison: Benchmark comparison needs to be acquired from reliable financial data resources, which might vary year to year, and therefore cannot be provided here.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume of DHS indicates moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The bid-ask spread of DHS is generally tight, reflecting adequate liquidity and minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic conditions such as interest rates, inflation, and economic growth influence the performance of DHS, impacting dividend yields and stock valuations.
Growth Trajectory
The growth trajectory of DHS is influenced by its ability to attract investors seeking high dividend income and by the performance of its underlying holdings; strategy and holdings may change with market dynamics.
Moat and Competitive Advantages
Competitive Edge
DHS's competitive edge lies in its dividend-weighting methodology, which emphasizes companies with high dividend yields. This approach may lead to a different sector allocation and yield profile compared to market-cap-weighted dividend ETFs. WisdomTree's expertise in fundamentally weighted ETFs also contributes to its appeal. This focus on high dividend yields may attract income-seeking investors. DHSu2019s focus can sometimes lead to more concentrated sector exposure.
Risk Analysis
Volatility
DHS's volatility is generally moderate compared to the broader market, but it can be influenced by sector concentrations and economic cycles.
Market Risk
DHS is subject to market risk, as its underlying assets (stocks) can fluctuate in value due to economic conditions, investor sentiment, and company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor for DHS is a risk-tolerant individual seeking income from dividends and looking to diversify their portfolio with high-yielding stocks.
Market Risk
DHS is suitable for long-term investors looking for income generation rather than aggressive capital appreciation.
Summary
The WisdomTree U.S. High Dividend Fund (DHS) offers exposure to high-dividend-yielding U.S. stocks using a dividend-weighting methodology. It's suitable for income-seeking investors with a moderate risk tolerance. While it has a higher expense ratio than some competitors, its dividend-focused strategy differentiates it. Investors should consider its sector concentrations and potential volatility. DHS aims to provide a steady stream of income through dividend payments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree, ETF.com, Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research before making any investment decisions. Market share data is an estimate and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. High Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that is comprised of companies with the highest dividend yields selected from the WisdomTree U.S. Dividend Index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.