DTD:NYE-WisdomTree U.S. Total Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 76.0816

Change

0.00 (0.00)%

Market Cap

N/A

Volume

9.32K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

ETFs Containing DTD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.37% 84% B 75% C
Dividend Return 1.49% 64% D 34% F
Total Return 17.86% 82% B 73% C
Trailing 12 Months  
Capital Gain 25.09% 57% F 71% C-
Dividend Return 2.62% 68% D+ 39% F
Total Return 27.72% 65% D 70% C-
Trailing 5 Years  
Capital Gain 53.28% 51% F 72% C
Dividend Return 12.26% 56% F 45% F
Total Return 65.54% 51% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.47% 33% F 67% D+
Dividend Return 11.61% 31% F 66% D+
Total Return 2.15% 61% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.43% 79% B- 66% D+
Risk Adjusted Return 80.47% 56% F 90% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.