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DTDWisdomTree U.S. Total Dividend Fund

Grow my moneyGet income#276 of 1640 for Get income

Seeks to track the price and yield performance of the WisdomTree U.S. Dividend Index.

WisdomTree · Since 2006 (19 years)

Annual Cost

0.28%

#1170 out of 5,332 ETFs

Fund Size

$1.5B

#787 out of 5,332 ETFs

Dividend Yield

1.98%

Track Record

19 years

#319 out of 5,332 ETFs

Performance

1 Year

+24.7%

3 Years

+17.5%

5 Years

+11.8%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
dividend

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
18.1%
Technology
16.1%
Healthcare
12.4%
Consumer Defensive
9.4%
Industrials
9.1%
Energy
8.9%
Communication
7.0%
Consumer Cyclical
6.1%
Other
12.8%

Top holdings

JPMorgan Chase & CoJPM2.9%
Exxon Mobil CorpXOM2.7%
Microsoft CorpMSFT2.7%
NVIDIA CorpNVDA2.6%
Apple IncAAPL2.6%
Chevron CorpCVX2.1%
Johnson & JohnsonJNJ1.8%
Broadcom IncAVGO1.7%
AbbVie IncABBV1.5%
Philip Morris International IncPM1.4%

Risk profile

Volatility (1Y)

9.9%

Moderate

Max drawdown

-37.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.10

Excellent risk-adjusted returns

Sortino (3Y)

1.62

Good downside protection

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Data updated on 2026-05-05