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DTD: WisdomTree U.S. Total Dividend Fund (ETF)
Basic Info 79.86 0.87(1.08%) July 15
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 2.60% |
| Expenses | 0.28% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 6.4 | 12.7 | 13.9 | 15.2 | 10.9 | 12.4 | 9.1 | 18.9 | 10.6 | -3.8 | 26.2 | 2.4 | 28.2 | -6.5 | 16.2 | 16.1 | -1.7 | 14.2 | 28.1 | 13.1 | 8.4 | 16.3 | 19.7 | -34.8 | 1.2 | 15.5 |
| Sharpe Ratio | NA | 0.61 | 0.7 | 0.77 | 0.9 | 0.56 | NA | 0.43 | 1.47 | 0.59 | -0.28 | 2.35 | 0.06 | 2.35 | -0.53 | 2.47 | 1.28 | -0.12 | 1.43 | 2.74 | 1.17 | 0.41 | 1.0 | 0.66 | -0.9 | -0.13 | 3.31 |
| Draw Down(%) | NA | 14.1 | 14.4 | 14.4 | 16.2 | 37.3 | NA | 58.2 | 6.3 | 9.8 | 16.2 | 5.0 | 37.3 | 6.4 | 17.6 | 2.9 | 8.5 | 12.8 | 6.3 | 6.0 | 7.5 | 15.6 | 13.1 | 32.4 | 46.5 | 11.1 | 2.7 |
| Standard Deviation(%) | NA | 18.4 | 15.6 | 14.2 | 14.3 | 16.7 | NA | 18.7 | 10.4 | 12.0 | 18.7 | 11.2 | 34.8 | 11.4 | 15.0 | 6.3 | 12.4 | 14.5 | 9.9 | 10.2 | 11.2 | 20.4 | 16.2 | 29.8 | 39.8 | 15.8 | 8.2 |
| Treynor Ratio | NA | 0.12 | 0.11 | 0.11 | 0.14 | 0.1 | NA | 0.09 | 0.16 | 0.07 | -0.05 | 0.32 | 0.02 | 0.27 | -0.09 | 0.19 | 0.18 | -0.02 | 0.16 | 0.32 | 0.15 | 0.1 | 0.19 | 0.21 | -0.4 | -0.02 | 0.3 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 0.97 | 0.97 | 0.98 | 0.95 | 0.94 | NA | 0.91 | 0.97 | 0.99 | 0.99 | 0.83 | 0.94 | 0.98 | 0.91 | 0.82 | 0.9 | 0.92 | 0.88 | 0.88 | 0.86 | 0.84 | 0.85 | 0.93 | 0.88 | 0.92 | 0.9 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.95 | 0.94 | NA | 0.94 | 0.93 | 0.96 | 0.98 | 0.9 | 0.93 | 0.97 | 0.92 | 0.83 | 0.93 | 0.96 | 0.94 | 0.92 | 0.95 | 0.97 | 0.94 | 0.97 | 0.94 | 0.97 | 0.79 |
| Yield(%) | N/A | 1.0 | 2.6 | 2.9 | 2.1 | 2.8 | 4.8 | N/A | 2.8 | 2.6 | 2.4 | 2.3 | 2.7 | 3.1 | 2.7 | 2.7 | 2.5 | 2.5 | 2.7 | 2.9 | 3.3 | 2.9 | 3.2 | 3.1 | 2.9 | 2.7 | 1.2 |
| Dividend Growth(%) | N/A | -56.6 | 17.7 | -31.3 | -14.7 | N/A | N/A | N/A | 14.6 | 0.3 | -34.6 | -15.3 | 8.4 | 6.4 | 13.0 | 22.9 | -4.2 | 3.3 | 12.9 | -3.1 | 19.7 | 3.1 | 17.3 | -30.5 | 4.5 | 160.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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