DHSWisdomTree U.S. High Dividend Fund
DHS Fund Description
The WisdomTree U.S. High Dividend Fund tracks a dividend-weighted index of high-dividend-paying US companies. The index excludes companies with a market cap of less than $200 million.
DHS Factset Analytics Insight
DHS has the most comprehensive portfolio in the US high-dividend yield segment. While the fund differs from our benchmark, its biases may appeal. It holds a broader selection of funds than our benchmark, has a mild growth bias and carries a souped-up dividend yield. Because the fund's underlying index only requires a company to have paid a dividend over the past 12 months, it casts a wider net, including many new dividend payers that other funds screen-out. That may explain its slight growth bias and strong large-cap allocation despite its dividend weighting. DHS somewhat overweights energy and telecoms at the expense of tech and healthcare, and carries a slight midcap tilt. The fund is easy to trade, with small spreads for retail investors and excellent underlying liquidity for those dealing in bulk. A reasonably Efficient fund, DHS tracks well but charges a slightly elevated fee. Still, it's a broad and diverse example of a dividend-seeking fund.
DHS MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 18, 2018 the WisdomTree U.S. High Dividend Fund MSCI ESG Fund Quality Score is 4.93 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DHS ranks in the 28th percentile within its peer group and in the 30th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
DHS CHARTS AND PERFORMANCE
DHS Top 10 Countries
DHS Top 10 Sectors
DHS Top 10 Holdings [View All]
DHS Summary Data
DHS Portfolio Data
DHS Index Data
DHS Portfolio Management
DHS Tax Exposures
DHS Fund Structure
DHS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DHS. DHS is rated a 5 out of 5.
DHS Sector/Industry Breakdown
DHS TOP 10 HOLDINGS[View All]
DHS Economic Development
DHS Performance Statistics
DHS MSCI ESG Ratings
DHS BENCHMARK COMPARISON SUMMARY
DHS BENCHMARK COMPARISON MARKET CAP SIZE