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DTD:NYSE Arca

WisdomTree Total Dividend Fund – DTD ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
62.880.15 (+0.24%)49.03 - 63.0116.7 thousand (Below Avg)

Market data as of 3:59PM 05/21/13. Quotes are delayed by at least 15 min.

Overview - DTD

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the Wisdom Tree Dividend Index. It attempts to invest all, or substantially all of its assets in the stocks that make up the index. The fund normally invests at least 95% of total assets in the component securities of the index. 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.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open62.92
Previous Close62.73
Day's Range62.68 - 63.01
Avg Volume (10 Day)35.2K
Total Assets$312.36M
Expense Ratio0.28%
Yield (Trailing 12 Mo.)2.99%
Fund Inception06/16/2006

Trailing Total Returns - DTD

as of 04/30/2013
TimeframeDTDS&P 500Large Value
1 Month2.45%1.93%2.26%
3 Month8.18%7.18%8.32%
Year-to-Date13.71%12.74%14.79%
1 Year18.23%16.89%20.42%
3 Year15.05%12.80%13.82%
5 Year5.79%5.21%5.83%
10 Year--7.88%8.04%
Since Inception5.87%10.38%--

Stock Sector Allocation - DTD

as of 04/30/2013
Basic Materials
 
3.81%
Consumer Cyclical
 
9.57%
Financial Services
 
11.64%
Real Estate
 
5.68%
Consumer Defensive
 
12.99%
Healthcare
 
10.30%
Utilities
 
7.07%
Communication Services
 
6.62%
Energy
 
9.39%
Industrials
 
10.50%
Technology
 
12.44%

Top Ten Holdings - DTD

as of 04/30/2013
CompanyYTD Return% of Assets
T14.09%3.07%
XOM1.77%2.85%
MSFT23.36%2.53%
AAPL-16.96%2.29%
JNJ21.03%2.23%
CVX12.05%2.15%
GE6.43%2.06%
PFE16.19%2.02%
VZ23.48%1.99%
PG15.12%1.86%

Valuation & Growth - DTD

as of 04/30/2013
ValuationDTDCategory Range
Price/Earnings16.92
Price/Book2.36
Price/Sales1.44
Price/Cash Flow9.00
Dividend Yield3.28
LT Earnings7.63
Historical Earnings12.16
Sales Growth3.69
Cash-Flow Growth4.04
Book-Value Growth5.71
Key:  Lo 
 Hi

Morningstar Summary - DTD, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnHigh
Key:  Lo 
 Hi

Risk Analysis - DTD, 3 Year

Beta0.83
Standard Deviation12.71
Alpha3.92
Sharpe Ratio1.16
Mean15.94
R-Squared96.07

Tax Analysis - DTD, 3 Year Avg

Pretax Return15.05%
Tax-adjusted Return13.79%
Tax Cost Ratio1.10%
Potential Cap Gains15.95%

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