We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from July 6, 2023.
WisdomTree US High Dividend ETF DHS
Morningstar’s Analysis DHS
Will DHS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 6.85 | 71.6 Mil | Energy |
AbbVie Inc | 5.44 | 56.9 Mil | Healthcare |
Chevron Corp | 5.09 | 53.2 Mil | Energy |
Altria Group Inc | 4.80 | 50.1 Mil | Consumer Defensive |
International Business Machines Corp | 4.18 | 43.7 Mil | Technology |
Philip Morris International Inc | 3.83 | 40.1 Mil | Consumer Defensive |
Morgan Stanley | 3.01 | 31.5 Mil | Financial Services |
Citigroup Inc | 2.45 | 25.6 Mil | Financial Services |
United Parcel Service Inc Class B | 1.82 | 19.1 Mil | Industrials |
Bristol-Myers Squibb Co | 1.63 | 17.0 Mil | Healthcare |