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

ETF | Large Value |

Last Closing

USD 75.1

Change

-0.16 (-0.22)%

Market Cap

N/A

Volume

0.43M

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: 2025-05-09 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.05 (-0.19%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

-0.14 (-0.23%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

N/A

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.01 (-0.04%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.06 (+0.14%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

-0.06 (-0.03%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.08 (+0.16%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

-0.02 (-0.04%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-0.03 (-0.04%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

-0.15 (-0.25%)

USD 2.15B

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 -1.00% 60% D- 54% F
Dividend Return 0.08% 14% F 1% F
Total Return -0.93% 58% F 51% F
Trailing 12 Months  
Capital Gain 7.39% 86% B+ 71% C-
Dividend Return 1.50% 52% F 30% F
Total Return 8.89% 86% B+ 68% D+
Trailing 5 Years  
Capital Gain 72.88% 57% F 67% D+
Dividend Return 16.10% 52% F 42% F
Total Return 88.98% 51% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.10% 28% F 67% D+
Dividend Return 11.15% 21% F 66% D+
Total Return 2.05% 58% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.03% 47% F 64% D
Risk Adjusted Return 74.19% 26% F 83% 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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.