Summary
DTD
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.36% Volatility 14.37% Sharpe 0.73
Official loaded data — not a live quote.

WISDOMTREE U.S. TOTAL DIVIDEND FUND

Symbol: DTD

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 16/06/2006

Latest date: 20/07/2026

Current price: $94.25

Expense ratio: 0.28%

Assets under management
$1.6B
-0.51% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

1.52%

Ann. -36.85% (Sharpe / Sortino numerator)

Volatility

13.26%

Sharpe ratio

-3.053

VaR 95%

-1.30%

CVaR 95%: -1.39%
Max drawdown: -5.51%
Sortino ratio: -5.107
Calmar ratio: -6.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.62%

Ann. 6.51% (Sharpe / Sortino numerator)

Volatility

11.31%

Sharpe ratio

0.255

VaR 95%

-1.16%

CVaR 95%: -1.38%
Max drawdown: -6.53%
Sortino ratio: 0.358
Calmar ratio: 1.00

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.67%

Ann. 8.33% (Sharpe / Sortino numerator)

Volatility

10.34%

Sharpe ratio

0.454

VaR 95%

-1.13%

CVaR 95%: -1.37%
Max drawdown: -6.53%
Sortino ratio: 0.648
Calmar ratio: 1.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.36%

Ann. 14.16% (Sharpe / Sortino numerator)

Volatility

14.37%

Sharpe ratio

0.732

VaR 95%

-1.14%

CVaR 95%: -2.10%
Max drawdown: -7.92%
Sortino ratio: 0.873
Calmar ratio: 1.79

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

34.03%

Ann. 13.52% (Sharpe / Sortino numerator)

Volatility

12.83%

Sharpe ratio

0.771

VaR 95%

-1.13%

CVaR 95%: -1.82%
Max drawdown: -14.41%
Sortino ratio: 0.988
Calmar ratio: 0.94

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

57.44%

Ann. 15.04% (Sharpe / Sortino numerator)

Volatility

12.09%

Sharpe ratio

0.944

VaR 95%

-1.09%

CVaR 95%: -1.66%
Max drawdown: -14.41%
Sortino ratio: 1.283
Calmar ratio: 1.04

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.073%

Best day

2.035%

06/02/2026
Worst day

-1.781%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $94.73 $94.84 $94.16 $94.25 11,200
17/07/2026 $95.42 $95.42 $94.51 $94.61 8,000
16/07/2026 $94.87 $95.30 $94.87 $95.16 8,200
15/07/2026 $94.61 $94.79 $94.39 $94.66 15,900
14/07/2026 $94.77 $94.79 $94.31 $94.42 11,200
13/07/2026 $94.63 $94.97 $94.45 $94.55 19,400
10/07/2026 $94.33 $94.72 $94.26 $94.65 8,800
09/07/2026 $93.91 $94.29 $93.91 $94.12 10,300
08/07/2026 $94.14 $94.14 $93.72 $93.77 22,900
07/07/2026 $94.52 $94.70 $94.37 $94.51 12,700