WisdomTree Total Dividend Fund (DTD)

  • Loading...
#5

Best Fit Income Funds ETFs

U.S. News evaluated 81 Income Funds ETFs and 37 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Excellent
Tracking Error Typical
Bid/Ask Ratio Excellent
Holdings Diversity Excellent

Fund Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The WisdomTree Dividend Index is a fundamentally-weighted index that defines the dividend-paying portion of the U.S. stock market. The fund is non-diversified.

Fund Snapshot Updated 04.21.2014

Previous Close $68.53 Expense Ratio 0.28%
YTD Return 2.86% Avg. 30-Day Volume 21,121
1-Year Return 17.9% Market Cap Loading...
Bid $68.45 Shares Outstanding 6,150,000
Ask $68.60 Dividends $1.64
Top 10 Holdings
Exxon Mobil Corp (XOM) 2.93%
Apple Inc (AAPL) 2.77%
Microsoft Corp (MSFT) 2.68%
At&T Inc (T) 2.62%
Johnson & Johnson (JNJ) 2.11%
Chevron Corp New (CVX) 2.07%
General Electric Co (GE) 1.96%
Wells Fargo & Co New (WFC) 1.82%
Procter & Gamble Co (PG) 1.70%
Pfizer Inc (PFE) 1.67%
% of Total Holdings 22.30%

Sector Breakdown

Geographic Breakdown

Best Fit Income Funds

See full rankings for Income Funds