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Upturn AI SWOT - About
WisdomTree U.S. Total Dividend Fund (DTD)
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Upturn Advisory Summary
08/14/2025: DTD (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 18.81% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 66.70 - 79.64 | Updated Date 06/29/2025 |
52 Weeks Range 66.70 - 79.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. Total Dividend Fund
ETF Overview
Overview
The WisdomTree U.S. Total Dividend Fund (DTD) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Index. The fund focuses on dividend-paying companies in the U.S. equity market, providing exposure to a broad range of sectors.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its dividend-focused and fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in ETF management and dividend investing.
Investment Objective
Goal
The fund aims to track the investment results of a dividend-weighted index of U.S. dividend-paying companies.
Investment Approach and Strategy
Strategy: DTD tracks the WisdomTree U.S. Dividend Index, which weights companies by their aggregate dividend payments.
Composition The fund primarily holds stocks of U.S. companies that pay dividends.
Market Position
Market Share: DTD holds a moderate market share within the dividend ETF category.
Total Net Assets (AUM): 4233000000
Competitors
Key Competitors
- SCHD
- DVY
- VYM
Competitive Landscape
The dividend ETF industry is highly competitive. DTD's dividend-weighting strategy differentiates it, but it faces competition from larger, lower-cost ETFs. DTD's advantages lie in its unique weighting methodology. Disadvantages include a higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. Performance varies based on market conditions.
Benchmark Comparison: Performance should be compared to the WisdomTree U.S. Dividend Index. Benchmarking assesses the tracking ability of the fund.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of U.S. companies affect DTD. Sector-specific factors also play a role.
Growth Trajectory
Growth trends are influenced by dividend trends and capital appreciation. Changes to index composition or weighting can also affect trajectory.
Moat and Competitive Advantages
Competitive Edge
DTD's dividend-weighting methodology differentiates it from market-cap-weighted dividend ETFs. This strategy may offer a different risk/return profile. The fund's focus on dividend yield and growth could be attractive to income-seeking investors. WisdomTree's expertise in dividend-focused ETFs adds to its competitive edge.
Risk Analysis
Volatility
Volatility depends on market conditions and the underlying stocks. Historical volatility measures can be obtained from financial data providers.
Market Risk
Market risk includes fluctuations in stock prices and dividend payments. Interest rate risk may also indirectly affect dividend-paying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking dividend income and long-term capital appreciation. Investors who prefer dividend-focused strategies may find it suitable.
Market Risk
DTD is suitable for long-term investors seeking income and diversification.
Summary
The WisdomTree U.S. Total Dividend Fund (DTD) offers exposure to dividend-paying U.S. companies, weighted by aggregate dividend payments. This dividend-weighted approach is distinct from market-cap weighting. The fundu2019s performance is linked to the performance of its underlying index and dividend market conditions. Investors should consider the fund's expense ratio and strategy when evaluating suitability. DTD is suitable for investors seeking income and capital appreciation through dividend-paying stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary.
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. Total Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) will be invested in the 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 U.S. companies listed on a U.S. stock market that pay regular cash dividends. 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.