Wisdomtree Total Dividend Etf Performance
| DTD Etf | USD 80.17 0.06 0.07% |
The entity maintains a market beta of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Total is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Total Dividend are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating basic indicators, WisdomTree Total may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | DTD Outperforming Its Peers In 2024, But SCHD Still Looks Better - Seeking Alpha | 09/25/2024 |
| In Threey Sharp Ratio | 0.44 |
WisdomTree |
WisdomTree Total Relative Risk vs. Return Landscape
If you would invest 7,524 in WisdomTree Total Dividend on August 30, 2024 and sell it today you would earn a total of 493.00 from holding WisdomTree Total Dividend or generate 6.55% return on investment over 90 days. WisdomTree Total Dividend is generating 0.1013% of daily returns assuming volatility of 0.6469% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than WisdomTree, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WisdomTree Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Total's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Total Dividend, and traders can use it to determine the average amount a WisdomTree Total's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1565
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average WisdomTree Total is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree Total by adding it to a well-diversified portfolio.
WisdomTree Total Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Total, and WisdomTree Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.
| Price To Earning | 18.69 X | |||
| Price To Book | 2.57 X | |||
| Price To Sales | 1.72 X | |||
| Total Asset | 957.43 M | |||
About WisdomTree Total Performance
By analyzing WisdomTree Total's fundamental ratios, stakeholders can gain valuable insights into WisdomTree Total's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Total has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Total has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests at least 95 percent of its total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree is traded on NYSEARCA Exchange in the United States.| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Total Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of WisdomTree Total Dividend is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Total's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Total's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Total's market value can be influenced by many factors that don't directly affect WisdomTree Total's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.