Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
WisdomTree U.S. High Dividend Fund(DHS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DHS
11/06/2026: DHS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
WisdomTree U.S. High Dividend Fund (DHS) provides exposure to a diversified basket of high-dividend-paying U.S. companies, utilizing a unique dividend-weighted methodology to emphasize payout sustainability. Its main strengths include a disciplined rules-based approach to quality and reliable income, making it a solid core holding for dividend-focused portfolios. The primary role of this ETF is to generate income and offer defensive equity exposure, though it may lag during growth-heavy market cycles. Key risks include sensitivity to interest rate changes and potential underperformance if tech-led growth dominates the market. It is most suitable for long-term income investors who value stability and consistent dividends over aggressive capital appreciation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund focuses on income rather than capital appreciation, often excluding high-growth tech stocks. |
| Momentum investor | Mixed fit | The fund's dividend focus may occasionally align with momentum, but it is not built to chase trending stocks. |
| Value investor | Strong fit | The strategy inherently captures value-factor characteristics by selecting mature, dividend-paying companies. |
| Dividend/Income investor | Strong fit | DHS is specifically designed to provide a consistent and higher-than-average income stream for income-focused portfolios. |
| Low-risk investor | Strong fit while signal remains positive | Its emphasis on stable, cash-generating companies can lower overall portfolio volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a steady income stream from U.S. equities with a focus on companies that have proven their ability to generate and distribute cash.
Suitability
DHS is best suited for long-term investors looking for income and moderate growth potential rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Dividend stocks generally exhibit lower volatility, though they are not immune to market-wide sell-offs. |
| Market risk | Medium / high | As an equity fund, it remains fully exposed to general U.S. stock market downturns. |
| Concentration | Medium | Sector weightings can become concentrated based on which industries are currently paying the highest dividends. |
| Tracking/expense | Low | The fund maintains a stable tracking record against its index, though its expense ratio is higher than some competitors. |
| Liquidity | Low | The fund is highly liquid, allowing for easy entry and exit without significant market impact. |
| Business/sector quality | Low | The focus on dividend payers acts as a quality filter, prioritizing companies with established profitability. |
Risk Analysis
Volatility
DHS historically shows moderate volatility, generally lower than the S&P 500, due to its focus on established, cash-rich companies.
Market Risk
As an equity fund, DHS is subject to systemic market risk, economic cycles, and sector-specific risks that affect the U.S. corporate landscape.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 22 | This sector provides significant income potential through established banking and insurance companies. |
| Sector | Energy | 18 | Energy holdings contribute high dividend yields often supported by strong cash flows in the oil and gas industry. |
| Sector | Consumer Staples | 15 | Staples offer defensive characteristics and stable dividends that help cushion the portfolio during market volatility. |
| Sector | Utilities | 12 | Utility stocks are included for their consistent payout history and lower sensitivity to economic cycles. |
| Sector | Other Sectors (Healthcare, Industrials, etc.) | 33 | A mix of diversified sectors ensures the fund maintains broad market representation while focusing on income. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.34% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.