DTD
+4.32 · +5.21%
$87.14 · NYSE ARCA

WisdomTree U.S. Total Dividend Fund (DTD) ETF Analysis | Large Value

WisdomTree · United States
AUM:$1.6B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.28% — competitive for the exposure provided.

What is DTD?

The fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the index as a whole. The index is a modified capitalization-weighted index that is comprised of companies that conduct their Primary Business Activities in the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DTD delivered 15.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.28% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 22.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.6B
Expense Ratio0.28%
Dividend Yield1.92%
Holdings50
Inception DateJun 2006
DomicileUnited States
DistributionMonthly
Index–
ProviderWisdomTree
Beta0.81
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would DTD affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.9%
1Y
+18.3%
3Y
+63.4%
5Y
+75.7%
OpenBook InsightIf you had invested £10,000 in DTD 5 years ago, it would have grown to £17,568 — a gain of £7,568.

Annual Returns

Calendar year performance

DTD delivered positive returns in 4 of the last 5 calendar years.
YearDTD
2026 YTD+14.0%
2025+14.4%
2024+18.3%
2023+11.1%
2022-4.2%
CAGR 4yr+9.6%
4/5 positive yearsAvg return: +10.7%Worst year: -4.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.7%
Low
Momentum
+2.9%
30-day change
Support Level
95.99
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.