(WTD9) WisdomTree Issuer ICAV - Ratings and Ratios

The WisdomTree US Equity Income UCITS ETF (XETRA: WTD9) is designed to replicate the performance of the WisdomTree US Equity Income Index, focusing on high-dividend-yielding US equities. The fund provides exposure to a diversified portfolio of US stocks with a history of paying consistent dividends, appealing to income-seeking investors. It is listed on XETRA, making it accessible to European investors.

From a technical perspective, the ETF is currently trading at 28.97 EUR, below its short-term SMA 20 (30.16) and SMA 50 (29.87) levels but above its SMA 200 (27.77), indicating potential bullish momentum in the longer term. The Average True Range (ATR) of 0.24 suggests relatively low volatility, making it a stable choice for risk-averse investors. The average 20-day volume of 1,419 shares indicates moderate liquidity.

Fundamentally, the ETF manages an AUM of 48.46M EUR, reflecting moderate investor interest. Its focus on dividend-paying stocks aligns with the Morningstar US High Div Yld NR USD Index, which prioritizes companies with strong dividend yields and stable cash flows. This strategy is particularly attractive in low-yield environments, as it offers a combination of income generation and equity participation.

Over the next three months, based on and , the ETF is expected to remain range-bound between 28.00 and 31.00 EUR, driven by its historical price patterns and the low ATR. The ETF may face headwinds from rising interest rates, which could reduce the relative appeal of dividend-focused strategies. However, its alignment with the Morningstar index and the underlying strength of US dividend-paying equities suggest potential for gradual upside, particularly if market volatility subsides.