Key stats
About WISDOMTREE U.S. HIGH DIVIDEND FUND
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
DHS holds a comprehensive portfolio that plays well in the US high-dividend yield segment. The fund 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. Still, DHS is a broad and diverse example of a dividend-seeking fund. The index is reconstituted and rebalanced annually.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Consumer Non-Durables
Energy Minerals
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.