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- Upturn Summary
- Fund Details
Upturn AI Summary
WisdomTree U.S. Total Dividend Fund(DTD)
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 DTD
10/28/2026: DTD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
DTD offers investors broad exposure to U.S. companies, using a dividend-weighted methodology that prioritizes actual cash dividend payouts. This strategy provides a distinct alternative to market-cap-weighted funds, focusing on fundamentally sound, cash-generating companies across all size segments. Its primary strength lies in its diversified approach and consistent income potential, making it a strong candidate for income-oriented portfolios. However, investors should be aware of sector concentration risks and the fund's potential for underperformance in periods dominated by non-dividend-paying growth stocks. It is most suitable for long-term investors seeking a stable, income-yielding equity core.
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 | Mixed fit | This fund prioritizes income over aggressive capital appreciation. |
| Momentum investor | Weak fit | The dividend-weighting strategy does not specifically seek out stocks with positive price momentum. |
| Value investor | Strong fit | Dividend-weighted portfolios often inherently capture value characteristics by emphasizing cash flow. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide regular income through a broad, dividend-focused U.S. basket. |
| Low-risk investor | Strong fit while signal remains positive | Dividend stocks often provide lower relative volatility and steady income during market downturns. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused, long-term investor seeking exposure to established U.S. companies that prioritize cash return.
Suitability
Best suited for long-term investors looking for core equity exposure with a yield tilt, rather than active traders or speculators.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard stock market price fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to systemic U.S. equity market risks. |
| Concentration | Low | The broad nature of the index ensures no single company dominates the fund's performance. |
| Tracking/expense | Low | The fund generally exhibits low tracking error relative to its stated index. |
| Liquidity | Low | The high volume of underlying components minimizes liquidity risk. |
| Business/sector quality | Medium | Heavy sector concentration in cyclical areas like Financials can impact performance based on economic conditions. |
Risk Analysis
Volatility
DTD exhibits moderate volatility, generally trending in line with the S&P 500 but occasionally dampened by the steady nature of dividend-paying firms.
Market Risk
Primary risks include systemic equity market downturns and sector-specific risks, particularly in Financials, Utilities, and Industrials.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 65 | Provides stable, core dividend income from the most established U.S. companies. |
| Market capitalization | Mid-Cap U.S. Equities | 25 | Offers a balance of growth potential and dividend yield from medium-sized businesses. |
| Market capitalization | Small-Cap U.S. Equities | 10 | Provides exposure to smaller dividend-paying companies that may offer additional yield. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 37.03% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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