Fund comparison · from official SEC filings
DTD vs IWV: how much do they overlap?
WisdomTree U.S. Total Dividend Fund and iShares Russell 3000 ETF
vs
DTD and IWV are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DTD
IWV
N
NVDANVIDIA CORP
3.17%
6.42%
A
AAPLAPPLE INC
2.59%
5.75%
M
MSFTMICROSOFT CORP
2.62%
4.32%
J
JPMJPMORGAN CHASE & CO
2.93%
1.26%
G
GOOGLALPHABET INC-CL A
1.16%
2.63%
E
EXMOCEXXON MOBIL CORP
2.44%
1.13%
A
AVGOBROADCOM INC
1.70%
2.25%
G
GOOGALPHABET INC-CL C
1.08%
2.14%
C
CVXCHEVRON CORP
2.01%
0.61%
M
METAMETA PLATFORMS INC-CLASS A
0.88%
1.97%
J
JNJJOHNSON & JOHNSON
1.87%
0.93%
A
ABBVABBVIE INC
1.44%
0.61%
P
PMPHILIP MORRIS INTERNATIONAL
1.25%
0.41%
M
MRKMERCK & CO. INC.
1.24%
0.47%
V
VZVERIZON COMMUNICATIONS INC
1.23%
0.33%
P
PGPROCTER & GAMBLE CO/THE
1.22%
0.53%
K
KOCOCA-COLA CO/THE
1.18%
0.46%
L
LLYELI LILLY & CO
0.95%
1.16%
T
TAT&T INC
1.14%
0.31%
M
MSMORGAN STANLEY
1.13%
0.29%
H
HDHOME DEPOT INC
1.06%
0.51%
W
WMTWALMART INC
1.03%
0.85%
P
PEPPEPSICO INC
1.01%
0.34%
A
AMGNAMGEN INC
0.98%
0.30%
W
WFCWELLS FARGO & CO
0.96%
0.39%
Only in DTD
?
—DREY INST PREF GOV MM-M
0.19%
?
—DREYFUS TRSY OBLIG CASH M
0.07%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.03%
F
FHIFEDERATED HERMES INC
0.02%
P
PSKYPARAMOUNT SKYDANCE CL B
0.02%
S
SUNCSUNOCOCORP LLC
0.02%
B
BRCBRADY CORPORATION - CL A
0.01%
L
LEVILEVI STRAUSS & CO- CLASS A
0.01%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.01%
Only in IWV
A
AMZNAMAZON.COM INC
3.14%
T
TSLATESLA INC
1.65%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.39%
?
—BLACKROCK GLOBAL
1.19%
N
NFLXNETFLIX INC
0.64%
A
AMDADVANCED MICRO DEVICES
0.52%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.50%
L
LINLINDE PLC
0.37%
I
INTCINTEL CORP
0.31%
I
ISRGINTUITIVE SURGICAL INC
0.26%
B
BABOEING CO/THE
0.24%
U
UBERUBER TECHNOLOGIES INC
0.23%
E
ETNEATON CORP PLC
0.22%
P
PANWPALO ALTO NETWORKS INC
0.20%
A
ANETARISTA NETWORKS INC
0.20%
A
ACNACCENTURE PLC-CL A
0.19%
C
CBCHUBB LTD
0.19%
V
VRTXVERTEX PHARMACEUTICALS INC
0.18%
M
MDTMEDTRONIC PLC
0.17%
N
NOWSERVICENOW INC
0.17%
A
ADBEADOBE INC
0.16%
?
—BLACKROCK CASH FUNDS
0.15%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.15%
A
APPAPPLOVIN CORP-CLASS A
0.15%
T
TTTRANE TECHNOLOGIES PLC
0.15%
Hold DTD and IWV together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.
Informational and educational only — not investment advice.