ARCA:DTD

WisdomTree U.S. Total Dividend Fund

$ 79.52 0.51 ( +0.65%) 04:00 PM EST
PE Ratio:
43.11
PB Ratio:
2.91
Volume:
12.64K
Dividend Yield %:
1.89
Last Holding update 2025-06-26 841 Stocks (29 new)
Value $1.34 Bil Turnover 1 %
Top Holdings: JPM(3.11%) MSFT(2.95%) AAPL(2.93%) JNJ(2.78%) XOM(2.55%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. Total Dividend Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. Total Dividend Fund Key Statistics

Name Value
Day's Open ($) 79.21
Day's Range ($) 79.16 - 79.52
Day's Volume 12,637
52-Week Range ($) 67.09 - 80.66
Beta 0.85
3-Year Sharpe Ratio 0.26
3-Year Sortino Ratio 0.38
Volatility 12.07
14-Day RSI 65.58
14-Day ATR ($) 0.685497
20-Day SMA ($) 78.0575

Fundamental Data

Name Value
Market Cap (Mil $) 1,371.72
Shares Outstanding (Mil) 17.25
PE Ratio 43.11
PE Ratio (10y Range) 13.82 - 43.11
PE Ratio (10y Median) 17.7
PB Ratio 2.91
PB Ratio (10y Range) 0.01 - 5.94
PB Ratio (10y Median) 2.73

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.502
Dividend Yield % 1.89
Dividend Yield % (10y Range) 1.83 - 3.98
Dividend Yield % (10y Median) 2.58
Next Dividend Payment Date
Dividend Frequency Monthly

DTD WisdomTree U.S. Total Dividend Fund Fundamental Charts

Historical TTM Price-to-Earnings for DTD WisdomTree U.S. Total Dividend Fund

Historical TTM Price-to-Earnings without NRI for DTD WisdomTree U.S. Total Dividend Fund

Historical Price-to-Book Ratio for DTD WisdomTree U.S. Total Dividend Fund

Historical Dividend Yields for DTD WisdomTree U.S. Total Dividend Fund

WisdomTree U.S. Total Dividend Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:DTD

No Available Data

ARCA:DTD is held by these investors

No Available Data
WisdomTree U.S. Total Dividend... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
169,635
41,611.5
+0.65%
3.110
+0.02%
0.010
+18.91%
+22.32%
805,687.3
Banks
MSFT
Microsoft Corp
104,864
39,364.9
-3.88%
2.950
-0.13%
0.000
+32.75%
+18.46%
3,697,021.6
Software
AAPL
Apple Inc
176,260
39,152.6
-2.50%
2.930
-0.08%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
JNJ
Johnson & Johnson
223,707
37,099.6
-2.66%
2.780
-0.07%
0.010
-7.10%
+7.38%
367,527.7
Drug Manufacturers
XOM
Exxon Mobil Corp
286,813
34,110.7
-2.93%
2.550
-0.07%
0.010
-8.52%
+2.04%
464,579.1
Oil & Gas
ABBV
AbbVie Inc
125,034
26,197.1
-1.13%
1.960
-0.02%
0.010
-10.59%
+6.42%
327,879.7
Drug Manufacturers
NVDA
NVIDIA Corp
237,927
25,786.5
-4.79%
1.930
-0.12%
0.000
+45.78%
+17.67%
3,852,990.1
Semiconductors
PM
Philip Morris International Inc
152,334
24,180.0
-0.79%
1.810
-0.01%
0.010
+15.61%
+53.82%
283,488.5
Tobacco Products
CVX
Chevron Corp
141,289
23,636.2
-2.19%
1.770
-0.03%
0.010
-13.36%
+1.17%
248,037.4
Oil & Gas
PEP
PepsiCo Inc
130,681
19,594.3
-2.25%
1.470
-0.03%
0.010
-10.97%
-11.44%
181,037.3
Beverages - Non-Alcoholic

WisdomTree U.S. Total Dividend Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. Total Dividend Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.13%
●
375.39 ($407.71) 447.2
$497.41
22.00%
Reduce -3.88%
104,864
-4,231
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.12%
●
106.98 ($126.74) 149.43
$157.99
24.66%
Reduce -4.79%
237,927
-11,977
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.08%
●
209.68 ($231.67) 247.1
$205.17
-11.44%
Reduce -2.5%
176,260
-4,515
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.07%
●
142.06 ($156.47) 167.7
$152.75
-2.38%
Reduce -2.66%
223,707
-6,109
XOM
Exxon Mobil Corp
2025-03-31
Reduce
Reduce
-0.07%
●
105.44 ($110.59) 118.93
$107.80
-2.52%
Reduce -2.93%
286,813
-8,667
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.05%
●
461.52 ($511.2) 548.18
$311.97
-38.97%
Reduce -5.2%
23,227
-1,275
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.05%
●
156.06 ($183.12) 207.71
$177.39
-3.13%
Reduce -6.05%
53,903
-3,471
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+0.05%
●
634.14 ($687.82) 744.83
$525.00
-23.67%
New holding
1,029
1,029
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.04%
●
83.01 ($93.37) 101.02
$79.16
-15.22%
Reduce -3.33%
151,800
-5,229
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.04%
●
154.33 ($181.36) 206.38
$176.23
-2.83%
Reduce -4.25%
57,919
-2,570

WisdomTree U.S. Total Dividend Fund Total Holding History ($B)

To

WisdomTree U.S. Total Dividend Fund's Asset Allocation

To

WisdomTree U.S. Total Dividend Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. Total Dividend Fund's Hypothetical Growth since 2025-03-31

WisdomTree U.S. Total Dividend Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. Total Dividend Fund's Holdings Heat Map

Size field:

WisdomTree U.S. Total Dividend Fund's Holdings Bubble Chart

WisdomTree U.S. Total Dividend Fund News

  • 1

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