DTN
WisdomTree U.S. Dividend ex-Financials FundDTN Fund Description
DTN tracks an index selected and weighted by dividends that excludes financial firms.
DTN Factset Analytics Insight
DTN offers investors a distinct alternative to other dividend-oriented funds in the segment by excluding financials altogether. The fund picks the top ten US-listed firms with the highest indicated annual dividend yield from each of the remaining economic sectors in the WisdomTree U.S. Dividend Index. Components in the underlying index are weighted by indicated annual dividend yield at the time of the Weighting Date (i.e., a component company’s weight in the Index is equal to its indicated annual dividend yield divided by the sum of all the indicated annual dividend yields for all the component companies in the Index). The index rebalances annually, and caps its constituents both at the individual level and the sector level.
DTN MSCI ESG Analytics Insight
WisdomTree U.S. Dividend ex-Financials Fund has an MSCI ESG Fund Rating of A based on a score of 6.65 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree U.S. Dividend ex-Financials Fund ranks in the 69th percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DTN MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DTN Summary Data
DTN Portfolio Data
DTN Index Data
DTN Portfolio Management
DTN Tax Exposures
DTN Fund Structure
DTN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DTN. DTN is rated a 5 out of 5.
DTN Tradability
DTN Sector/Industry Breakdown
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DTN Top 10 Holdings[View All]
DTN Countries
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DTN Regions
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DTN Economic Development
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DTN Performance Statistics
DTN MSCI ESG Ratings
DTN Benchmark Comparison Summary
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DTN Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.