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Fund comparison · from official SEC filings

DLN vs DTD: how much do they overlap?

WisdomTree U.S. LargeCap Dividend Fund and WisdomTree U.S. Total Dividend Fund

Fund A

vs

Fund B

Holdings overlap

89%

of assets, by weight

Shared positions

309

of 311 / 807 holdings

DLN expense ratio

0.28%

net, per year

DTD expense ratio

0.28%

net, per year

DLN and DTD are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

DLN

DTD

N

NVDANVIDIA CORP

3.38%

3.17%

J

JPMJPMORGAN CHASE & CO

3.29%

2.93%

M

MSFTMICROSOFT CORP

2.96%

2.62%

A

AAPLAPPLE INC

2.95%

2.59%

E

EXMOCEXXON MOBIL CORP

2.77%

2.44%

C

CVXCHEVRON CORP

2.28%

2.01%

J

JNJJOHNSON & JOHNSON

2.11%

1.87%

A

AVGOBROADCOM INC

1.92%

1.70%

A

ABBVABBVIE INC

1.63%

1.44%

P

PMPHILIP MORRIS INTERNATIONAL

1.41%

1.25%

M

MRKMERCK & CO. INC.

1.41%

1.24%

P

PGPROCTER & GAMBLE CO/THE

1.37%

1.22%

K

KOCOCA-COLA CO/THE

1.34%

1.18%

V

VZVERIZON COMMUNICATIONS INC

1.33%

1.23%

T

TAT&T INC

1.29%

1.14%

M

MSMORGAN STANLEY

1.27%

1.13%

G

GOOGLALPHABET INC-CL A

1.27%

1.16%

H

HDHOME DEPOT INC

1.18%

1.06%

P

PEPPEPSICO INC

1.17%

1.01%

G

GOOGALPHABET INC-CL C

1.16%

1.08%

W

WMTWALMART INC

1.14%

1.03%

A

AMGNAMGEN INC

1.11%

0.98%

W

WFCWELLS FARGO & CO

1.09%

0.96%

L

LLYELI LILLY & CO

1.08%

0.95%

B

BACBANK OF AMERICA CORP

1.05%

0.94%

Only in DLN

V

VGVENTURE GLOBAL INC-CL A

0.02%

U

ULSUL SOLUTIONS INC - CLASS A

0.01%

Only in DTD

A

APAAPA CORP

0.10%

P

PRPERMIAN RESOURCES CORP-CL A

0.09%

K

KIMKIMCO REALTY CORP

0.09%

V

VTRSVIATRIS INC

0.08%

S

SUISUN COMMUNITIES INC

0.08%

W

WPCWP CAREY INC

0.08%

B

BBYBEST BUY CO INC

0.08%

A

AMANTERO MIDSTREAM CORP

0.07%

O

OMCOMNICOM GROUP

0.07%

H

HSTHOST HOTELS & RESORTS INC

0.07%

H

HASHASBRO INC

0.07%

C

CLXCLOROX COMPANY

0.07%

B

BENFRANKLIN RESOURCES INC

0.07%

P

PNWPINNACLE WEST CAPITAL

0.07%

O

OGEOGE ENERGY CORP

0.07%

E

ESSESSEX PROPERTY TRUST INC

0.06%

C

CFCF INDUSTRIES HOLDINGS INC

0.06%

S

SNASNAP-ON INC

0.06%

R

REGREGENCY CENTERS CORP

0.06%

U

UDRUDR INC

0.06%

O

OVVOVINTIV INC

0.06%

S

SWKSTANLEY BLACK & DECKER INC

0.06%

A

AFGAMERICAN FINANCIAL GROUP INC

0.06%

A

AESAES CORP

0.06%

D

DTMDT MIDSTREAM INC

0.06%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.