WisdomTree U.S. Total Dividend Fund (DTD)
DTD is a passive ETF by WisdomTree tracking the investment results of the WisdomTree U.S. Dividend Index. DTD launched on Jun 16, 2006 and has a 0.28% expense ratio.
ETF Info
| ISIN | US97717W1099 |
|---|---|
| CUSIP | 97717W109 |
| Issuer | WisdomTree |
| Inception Date | Jun 16, 2006 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities, Dividend |
| Index Tracked | WisdomTree U.S. Dividend Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
DTD features an expense ratio of 0.28%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: DTD vs. DEW, DTD vs. DLN, DTD vs. SCHD, DTD vs. VYM, DTD vs. DGRW, DTD vs. DHS, DTD vs. DIVO, DTD vs. JEPI, DTD vs. SDY, DTD vs. QQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. Total Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree U.S. Total Dividend Fund had a return of 12.15% year-to-date (YTD) and 15.63% in the last 12 months. Over the past 10 years, WisdomTree U.S. Total Dividend Fund had an annualized return of 10.22%, which was very close to the S&P 500 benchmark's annualized return of 10.58%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.15% | 13.20% |
| 1 month | 2.42% | -1.28% |
| 6 months | 10.76% | 10.32% |
| 1 year | 15.63% | 18.23% |
| 5 years (annualized) | 10.70% | 12.31% |
| 10 years (annualized) | 10.22% | 10.58% |
Monthly Returns
The table below presents the monthly returns of DTD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.74% | 3.37% | 4.36% | -3.99% | 3.72% | 1.17% | 12.15% | ||||||
| 2023 | 3.45% | -2.97% | 0.14% | 1.06% | -3.72% | 5.96% | 3.49% | -1.91% | -3.92% | -2.54% | 6.79% | 5.18% | 10.63% |
| 2022 | -1.40% | -1.56% | 3.13% | -4.48% | 2.47% | -7.65% | 5.86% | -2.76% | -8.31% | 11.14% | 5.84% | -4.26% | -3.83% |
| 2021 | -0.84% | 2.04% | 6.98% | 3.49% | 1.80% | 0.06% | 1.88% | 2.45% | -4.50% | 5.69% | -1.39% | 6.50% | 26.26% |
| 2020 | -1.85% | -9.45% | -15.90% | 11.64% | 3.25% | 0.62% | 3.46% | 4.70% | -3.11% | -2.54% | 11.64% | 3.48% | 2.44% |
| 2019 | 7.69% | 3.32% | 1.10% | 3.36% | -6.32% | 6.81% | 1.42% | -2.22% | 3.55% | 1.55% | 2.90% | 2.69% | 28.19% |
| 2018 | 3.13% | -4.49% | -2.06% | 0.42% | 1.69% | 0.70% | 3.43% | 2.31% | 0.37% | -4.83% | 2.07% | -8.61% | -6.47% |
| 2017 | 0.55% | 3.78% | -0.34% | 0.29% | 0.81% | 0.74% | 1.61% | -0.14% | 2.38% | 1.64% | 3.62% | 1.26% | 17.35% |
| 2016 | -3.69% | 0.93% | 7.45% | 0.90% | 1.33% | 2.10% | 3.03% | -0.36% | -0.06% | -2.12% | 4.14% | 2.80% | 17.22% |
| 2015 | -3.02% | 4.82% | -1.76% | 0.93% | 0.79% | -2.44% | 1.25% | -5.92% | -1.72% | 8.01% | 0.03% | -1.50% | -1.26% |
| 2014 | -3.74% | 4.01% | 2.21% | 1.65% | 1.69% | 1.99% | -1.70% | 3.64% | -1.48% | 2.81% | 2.61% | 0.02% | 14.25% |
| 2013 | 5.19% | 1.48% | 3.90% | 2.60% | 0.47% | -0.59% | 4.36% | -3.73% | 2.53% | 5.24% | 1.64% | 2.27% | 28.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DTD is 75, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree U.S. Total Dividend Fund granted a 2.06% dividend yield in the last twelve months. The annual payout for that period amounted to $1.50 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.59 | $1.59 | $1.32 | $1.43 | $1.32 | $1.24 | $1.10 | $1.26 | $1.08 | $0.90 | $0.80 |
Dividend yield | 2.06% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 3.11% | 3.02% | 2.42% | 2.38% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. Total Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.05 | $0.10 | $0.18 | $0.11 | $0.11 | $0.19 | $0.00 | $0.74 | |||||
| 2023 | $0.04 | $0.08 | $0.25 | $0.06 | $0.17 | $0.15 | $0.10 | $0.14 | $0.16 | $0.09 | $0.13 | $0.25 | $1.59 |
| 2022 | $0.05 | $0.04 | $0.16 | $0.20 | $0.09 | $0.19 | $0.10 | $0.15 | $0.18 | $0.10 | $0.12 | $0.24 | $1.59 |
| 2021 | $0.07 | $0.04 | $0.12 | $0.11 | $0.07 | $0.16 | $0.12 | $0.09 | $0.15 | $0.12 | $0.08 | $0.22 | $1.32 |
| 2020 | $0.05 | $0.15 | $0.13 | $0.10 | $0.13 | $0.13 | $0.11 | $0.11 | $0.10 | $0.14 | $0.09 | $0.22 | $1.43 |
| 2019 | $0.06 | $0.07 | $0.15 | $0.10 | $0.13 | $0.11 | $0.09 | $0.14 | $0.10 | $0.10 | $0.12 | $0.16 | $1.32 |
| 2018 | $0.05 | $0.04 | $0.19 | $0.05 | $0.07 | $0.14 | $0.14 | $0.07 | $0.17 | $0.08 | $0.08 | $0.17 | $1.24 |
| 2017 | $0.05 | $0.07 | $0.13 | $0.05 | $0.07 | $0.13 | $0.09 | $0.09 | $0.12 | $0.09 | $0.05 | $0.17 | $1.10 |
| 2016 | $0.06 | $0.07 | $0.17 | $0.20 | $0.08 | $0.09 | $0.11 | $0.09 | $0.11 | $0.08 | $0.09 | $0.13 | $1.26 |
| 2015 | $0.04 | $0.10 | $0.08 | $0.08 | $0.09 | $0.09 | $0.15 | $0.09 | $0.09 | $0.09 | $0.08 | $0.13 | $1.08 |
| 2014 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.08 | $0.07 | $0.07 | $0.08 | $0.07 | $0.10 | $0.11 | $0.90 |
| 2013 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.09 | $0.80 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. Total Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree U.S. Total Dividend Fund was 58.20%, occurring on Mar 9, 2009. Recovery took 855 trading sessions.
The current WisdomTree U.S. Total Dividend Fund drawdown is 1.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.2% | Oct 10, 2007 | 355 | Mar 9, 2009 | 855 | Jul 27, 2012 | 1210 |
| -37.29% | Feb 13, 2020 | 27 | Mar 23, 2020 | 188 | Dec 17, 2020 | 215 |
| -17.58% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -16.14% | Apr 21, 2022 | 113 | Sep 30, 2022 | 199 | Jul 19, 2023 | 312 |
| -12.47% | May 19, 2015 | 69 | Aug 25, 2015 | 143 | Mar 21, 2016 | 212 |
Volatility
Volatility Chart
The current WisdomTree U.S. Total Dividend Fund volatility is 2.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.