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

ETF | Large Value |

Last Closing

USD 79.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

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: 2025-03-02 )

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 4.80% 63% D 75% C
Dividend Return 0.08% 50% F 2% F
Total Return 4.87% 63% D 74% C
Trailing 12 Months  
Capital Gain 16.38% 84% B 78% C+
Dividend Return 1.96% 48% F 34% F
Total Return 18.34% 80% B- 77% C+
Trailing 5 Years  
Capital Gain 67.00% 56% F 73% C
Dividend Return 15.15% 50% F 46% F
Total Return 82.15% 56% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.42% 21% F 65% D
Dividend Return 12.50% 17% F 65% D
Total Return 2.08% 58% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 16.41% 52% F 63% D
Risk Adjusted Return 76.17% 29% F 84% B
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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.