WTDXF

WisdomTree Dividend ex-Financials Index

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WisdomTree Dividend ex-Financials index measures the performance of high dividend-yielding stocks outside the financial sector. The index consists primarily of large- and mid-capitalization companies listed on major U.S. stock exchanges that pass WisdomTree Investments market capitalization, liquidity and selection requirements.

Index Facts

  • As of 04/18/2014
Bloomberg Index Symbol WTDXF
Exchange Index Symbol DDE
Index Inception Date 05/01/2009
Base Index Value 200
Number of Components in Index 84
Current Index Value 449.63
Total Index Market Capitalization ($ Trillion) 4.83
Index MarketCap Breakdown
Large Cap (> $10 Billion) 88.76%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 11.24%
Small Cap (< $2 Billion) 0.00%

Index Statistics

  • As of 04/18/2014
Dividend Yield 3.46
Price/Earnings 19.38
Estimated Price/Earnings N/A
Price/Book 2.43
Price/Sales 1.61
Price/Cash Flow 10.13

Top Components

  • As of 04/18/2014
Components Weight
1. CenturyLink Inc 2.48%
2. FirstEnergy Corp 2.17%
3. Entergy Corp 2.02%
4. Exelon Corp 1.94%
5. Reynolds American Inc 1.83%
6. AT&T Inc 1.81%
7. PPL Corp 1.80%
8. Southern Co/The 1.78%
9. Public Service Enterprise Grou 1.76%
10. Altria Group Inc 1.73%
  • * Holdings are subject to change without notice.

Industry Group Breakdown

  • As of 04/18/2014
Industry Group Weight
1. Utilities 17.80%
2. Energy 12.71%
3. Food Beverage & Tobacco 10.05%
4. Materials 9.30%
5. Pharmaceuticals Biotechnology & Life Sciences 7.61%
6. Capital Goods 7.21%
7. Telecommunication Services 6.33%
8. Semiconductors & Semiconductor Equipment 5.95%
9. Consumer Services 4.31%
10. Software & Services 3.95%

Country Allocation

  • As of 04/18/2014
Country Weight
1. United States 100.00%

Important Information about Index Performance

Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the Index. Index performance assumes reinvestment of dividends, but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in Fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree Investments, its affiliates and their independent providers are not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein.

WisdomTree vs. Comparative Cap-weighted Benchmark Performance

Hypothetical Investment of $10,000

Correlation Matrix of Indexes

Index Volatility

Definitions

  • Index dividend yield is a measure of the annual dividends of the shares of all Index components divided by the Index value.
  • Price/Book Ratio is a ratio used to compare a stock's market value to its book value.
  • Price/Earnings Ratio is a valuation ratio of a company's current share price compared to its per-share earnings.
  • Estimated Price/Earnings is a valuation ratio of a company's current share price compared to the consensus estimates for per-share earnings over the next 12 months.
  • Price/Cash Flow Ratio is a measure of the market's expectations of a firm's future financial health.
  • Price/Sales Ratio is a ratio for valuing a stock relative to its own past performance, other companies or the market itself.
  • The S&P 500 Index is a capitalization-weighted index of 500 stocks selected by the Standard & Poors Index Committee designed to represent the performance of the leading industries in the United States economy.
  • The Russell 1000 Value Index is a measure of to the large-cap value segment of the U.S. equity universe, selecting from the Russell 1000 Index.
  • S&P 500/Citigroup Value Index is a capitalization weighted index which measures the performance of stocks in the S&P 500 Index determined to be value stocks as defined by the S&P/Citigroup methodology.
  • The Dow Jones U.S. Select Dividend Index measures the performance of 100 U.S. dividend-paying companies.