U.S. Dividend Funds

Top category "WisdomTree U.S. Equity Markets" is hidden please check in administration to make it visible

Parent category "Modern Alpha® Dividend Focus" is hidden please check in administration to make it visible

Draft theme Never published

U.S. Dividend Funds

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

WisdomTree U.S. Dividend ETFs offer Modern Alpha® alternatives to market-cap based index trackers with a focus on dividend-paying U.S. companies

  • screened by market cap
    • large cap
    • mid cap
    • small cap

 

WisdomTree U.S. LargeCap Dividend Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

U.S. Dividend Funds • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree U.S. Dividend ex-Financials Fund DTN NYSEARCA - - - 697 M 39.8 % Strong Up 19 %   12 % -12 %
WisdomTree U.S. High Dividend Fund DHS NYSEARCA - - - 843 M 32.1 % Weak Up 18 %   11 % -12 %
WisdomTree U.S. LargeCap Dividend Fund DLN NYSEARCA - - - 2.2 B 34.6 % Weak Up 16 %   10 % -9 %
WisdomTree U.S. MidCap Dividend Fund DON NYSEARCA - - - 3.6 B 54.2 % Neutral 23 %   15 % -14 %
WisdomTree U.S. Quality Dividend Growth Fund DGRW NASDAQ - - - 3.0 B 37.6 % Weak Up 16 %   9 % -8 %
WisdomTree U.S. Smallcap Quality Dividend Growth Fund DGRS NASDAQ - - - 112 M 65.8 % Neutral 26 %   16 % -13 %
WisdomTree U.S. Total Dividend Fund DTD NYSEARCA - - - 766 M 37.0 % Weak Up 17 %   11 % -10 %
WisdomTree US SmallCap Dividend Fund DES NYSEARCA - - - 1.8 B 59.8 % Neutral 27 %   17 % -14 %