DTD
$83.56
WisdomTree U.S. Total Dividend Fund
ENDING SOONFirst 100 Only
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1 Month
-1.54%
YTD
+5.72%
1 Year
+5.72%
3 Year
+43.12%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
11.6%
of portfolio
MSFTMicrosoft Corp
3.77%NVDANVIDIA Corp
2.69%AAPLApple Inc
2.61%METAMeta Platforms Inc
1.12%GOOGLAlphabet Inc
0.75%GOOGAlphabet Inc
0.70%Top 10 Holdings (23.9% of portfolio)
- Microsoft Corp3.77%
- JPMorgan Chase & Co3.57%
- NVIDIA Corp2.69%
- Apple Inc2.61%
- Johnson & Johnson2.47%
- Exxon Mobil Corp2.24%
- Philip Morris International …1.99%
- AbbVie Inc1.67%
- Chevron Corp1.46%
- Walmart Inc1.43%
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | Information Technology | 3.77% |
| 2 | JPMorgan Chase & Co | JPM | Financials | 3.57% |
| 3 | NVIDIA Corp | NVDA | Information Technology | 2.69% |
| 4 | Apple Inc | AAPL | Information Technology | 2.61% |
| 5 | Johnson & Johnson | JNJ | Health Care | 2.47% |
| 6 | Exxon Mobil Corp | XOM | Energy | 2.24% |
| 7 | Philip Morris International Inc | 4I1 | Consumer Staples | 1.99% |
| 8 | AbbVie Inc | ABBV | Health Care | 1.67% |
| 9 | Chevron Corp | CHV | Energy | 1.46% |
| 10 | Walmart Inc | WMT | Consumer Staples | 1.43% |
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