DTD
$82.46
WisdomTree U.S. Total Dividend Fund
Fund Family: WisdomTree Trust
1 Month
+2.26%
YTD
+13.84%
1 Year
+13.84%
3 Year
+46.71%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
3.6%
of portfolio
MSFTMicrosoft Corp
2.94%GOOGLAlphabet Inc
0.67%Top 10 Holdings (18.8% of portfolio)
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | JPM | Finance and Insurance | 3.11% |
| 2 | Microsoft Corp | MSFT | Information | 2.94% |
| 3 | Johnson & Johnson | JNJ | Manufacturing | 2.77% |
| 4 | AbbVie Inc. | ABBV | Manufacturing | 1.96% |
| 5 | Philip Morris International Inc. | 4I1 | Unknown | 1.80% |
| 6 | Chevron Corp | CHV | Unknown | 1.76% |
| 7 | AT&T Inc | T | Information | 1.41% |
| 8 | Bank of America Corp. | BAC | Finance and Insurance | 1.08% |
| 9 | Merck & Co Inc | MRK | Manufacturing | 1.02% |
| 10 | Gilead Sciences Inc | GILD | Manufacturing | 0.99% |
Fund Information
| Net Assets | $1.34B | Expense Ratio | N/A |
| Total Holdings | 498 | Annual Fee* | N/A |
| Inception Date | N/A | Fund Family | WisdomTree Trust |
*Annual fee per $10,000 invested