DTN : WisdomTree U.S. Dividend ex-Financials Fund

DTN is a US Stocks Market Large Value with LOW fees.

DTN

WisdomTree U.S. Dividend ex-Financials Fund

FI Score

65 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

65% FI Score
  • dtn
  • ETF
  • US Stocks
  • Large Value

WisdomTree U.S. Dividend ex-Financials Fund

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend ex-Financials Index. The fund normally invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of the 10 highest dividend-yielding companies in each sector, selected from the three hundred largest companies by market value in the WisdomTree U.S. Dividend Index. The fund is non-diversified.

Largest Holdings

Amount Holding
2.21% The Williams Companies, Inc
2.08% AbbVie Inc
1.93% Altria Group, Inc
1.86% The Kraft Heinz Company
1.83% CenturyLink, Inc
1.79% Philip Morris International Inc
1.70% Dominion Energy, Inc
1.67% Medical Properties Trust, Inc
1.65% General Mills, Inc
1.65% International Business Machines Corporation

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