DTD vs. IWR ETF Comparison

Comparison of WisdomTree Total Dividend Fund (DTD) to iShares Russell Mid-Cap ETF (IWR)
DTD

WisdomTree Total Dividend Fund

DTD Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The WisdomTree Dividend Index is a fundamentally-weighted index that defines the dividend-paying portion of the U.S. stock market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$79.89

Average Daily Volume

21,384

Number of Holdings *

811

* may have additional holdings in another (foreign) market
IWR

iShares Russell Mid-Cap ETF

IWR Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$94.53

Average Daily Volume

1,461,787

Number of Holdings *

803

* may have additional holdings in another (foreign) market
Performance
Period DTD IWR
30 Days 3.20% 6.87%
60 Days 5.00% 7.84%
90 Days 6.93% 9.96%
12 Months 31.64% 34.02%
435 Overlapping Holdings
Symbol Grade Weight in DTD Weight in IWR Overlap
A D 0.03% 0.31% 0.03%
AAON B 0.01% 0.08% 0.01%
ACI C 0.04% 0.07% 0.04%
ACM A 0.02% 0.12% 0.02%
ADC B 0.01% 0.06% 0.01%
ADM D 0.08% 0.21% 0.08%
AEE A 0.12% 0.2% 0.12%
AFG A 0.03% 0.08% 0.03%
AFL B 0.26% 0.51% 0.26%
AGCO D 0.01% 0.05% 0.01%
AIZ A 0.03% 0.09% 0.03%
AJG B 0.07% 0.52% 0.07%
AL B 0.02% 0.04% 0.02%
ALB C 0.02% 0.1% 0.02%
ALL A 0.15% 0.43% 0.15%
ALLY C 0.05% 0.08% 0.05%
ALSN B 0.03% 0.08% 0.03%
AM A 0.06% 0.04% 0.04%
AME A 0.05% 0.37% 0.05%
AMH D 0.02% 0.1% 0.02%
AMKR D 0.01% 0.02% 0.01%
AMP A 0.14% 0.46% 0.14%
AOS F 0.02% 0.07% 0.02%
APA D 0.02% 0.07% 0.02%
ARE D 0.07% 0.15% 0.07%
ARES A 0.1% 0.25% 0.1%
ARMK B 0.02% 0.08% 0.02%
ASH D 0.01% 0.03% 0.01%
ATO A 0.1% 0.18% 0.1%
ATR B 0.03% 0.09% 0.03%
AVB B 0.16% 0.27% 0.16%
AVT C 0.02% 0.04% 0.02%
AVY D 0.03% 0.13% 0.03%
AWI A 0.02% 0.06% 0.02%
AWK D 0.06% 0.22% 0.06%
BAH F 0.04% 0.16% 0.04%
BALL D 0.03% 0.15% 0.03%
BBWI D 0.02% 0.06% 0.02%
BBY D 0.11% 0.16% 0.11%
BC C 0.02% 0.04% 0.02%
BEN C 0.06% 0.05% 0.05%
BERY B 0.02% 0.06% 0.02%
BK A 0.23% 0.48% 0.23%
BKR B 0.12% 0.35% 0.12%
BOKF B 0.03% 0.02% 0.02%
BPOP B 0.03% 0.06% 0.03%
BR A 0.07% 0.22% 0.07%
BRKR D 0.01% 0.05% 0.01%
BRO B 0.04% 0.22% 0.04%
BRX A 0.04% 0.07% 0.04%
BSY D 0.01% 0.05% 0.01%
BWA D 0.02% 0.06% 0.02%
BWXT B 0.03% 0.1% 0.03%
BYD C 0.02% 0.04% 0.02%
CAG D 0.07% 0.1% 0.07%
CAH B 0.07% 0.24% 0.07%
CASY A 0.02% 0.12% 0.02%
CBOE B 0.05% 0.17% 0.05%
CBSH A 0.02% 0.07% 0.02%
CC C 0.01% 0.02% 0.01%
CCI D 0.22% 0.37% 0.22%
CCK C 0.01% 0.09% 0.01%
CDW F 0.03% 0.2% 0.03%
CE F 0.02% 0.07% 0.02%
CF B 0.04% 0.13% 0.04%
CFR B 0.04% 0.07% 0.04%
CG A 0.08% 0.09% 0.08%
CHD B 0.04% 0.22% 0.04%
CHDN B 0.01% 0.08% 0.01%
CHE D 0.01% 0.07% 0.01%
CHH A 0.01% 0.03% 0.01%
CHRD D 0.04% 0.07% 0.04%
CHRW C 0.04% 0.11% 0.04%
CINF A 0.08% 0.19% 0.08%
CIVI D 0.04% 0.04% 0.04%
CLX B 0.07% 0.17% 0.07%
CMA A 0.06% 0.07% 0.06%
CMI A 0.17% 0.41% 0.17%
CMS C 0.07% 0.17% 0.07%
CNA B 0.05% 0.01% 0.01%
CNP B 0.05% 0.16% 0.05%
CNXC F 0.01% 0.01% 0.01%
COKE C 0.01% 0.06% 0.01%
COLB A 0.03% 0.05% 0.03%
COLD D 0.01% 0.05% 0.01%
COLM B 0.01% 0.02% 0.01%
COR B 0.07% 0.33% 0.07%
CPB D 0.05% 0.07% 0.05%
CPT B 0.03% 0.1% 0.03%
CRI D 0.02% 0.02% 0.02%
CSL C 0.04% 0.17% 0.04%
CTSH B 0.08% 0.32% 0.08%
CUBE D 0.06% 0.09% 0.06%
CWEN C 0.02% 0.02% 0.02%
CWEN C 0.01% 0.01% 0.01%
CWEN C 0.02% 0.01% 0.01%
CWEN C 0.01% 0.02% 0.01%
CXT B 0.01% 0.02% 0.01%
DAL C 0.05% 0.34% 0.05%
DCI B 0.03% 0.08% 0.03%
DD D 0.09% 0.28% 0.09%
DFS B 0.13% 0.36% 0.13%
DGX A 0.04% 0.15% 0.04%
DHI D 0.06% 0.39% 0.06%
DINO D 0.03% 0.05% 0.03%
DKS C 0.04% 0.09% 0.04%
DLB B 0.01% 0.03% 0.01%
DLR B 0.17% 0.48% 0.17%
DNB B 0.01% 0.03% 0.01%
DOV A 0.06% 0.23% 0.06%
DOW F 0.19% 0.26% 0.19%
DPZ C 0.03% 0.12% 0.03%
DRI B 0.11% 0.16% 0.11%
DTE C 0.09% 0.2% 0.09%
DTM B 0.05% 0.08% 0.05%
EA A 0.04% 0.36% 0.04%
EBAY D 0.09% 0.26% 0.09%
ED D 0.19% 0.28% 0.19%
EFX F 0.03% 0.25% 0.03%
EGP F 0.01% 0.07% 0.01%
EHC B 0.03% 0.08% 0.03%
EIX B 0.15% 0.26% 0.15%
ELS C 0.02% 0.11% 0.02%
EME C 0.01% 0.19% 0.01%
EMN D 0.05% 0.1% 0.05%
EPR D 0.02% 0.03% 0.02%
EQH B 0.05% 0.12% 0.05%
EQR B 0.1% 0.23% 0.1%
EQT B 0.07% 0.21% 0.07%
ES D 0.11% 0.18% 0.11%
ESI A 0.02% 0.05% 0.02%
ESS B 0.06% 0.16% 0.06%
ETR B 0.22% 0.26% 0.22%
EVR B 0.05% 0.09% 0.05%
EVRG A 0.08% 0.12% 0.08%
EWBC A 0.06% 0.12% 0.06%
EXC C 0.15% 0.32% 0.15%
EXP A 0.02% 0.08% 0.02%
EXPD D 0.03% 0.14% 0.03%
EXR D 0.15% 0.28% 0.15%
FAF A 0.03% 0.05% 0.03%
FANG D 0.09% 0.27% 0.09%
FAST B 0.19% 0.39% 0.19%
FBIN D 0.02% 0.08% 0.02%
FCNCA A 0.03% 0.22% 0.03%
FDS B 0.02% 0.15% 0.02%
FE C 0.11% 0.2% 0.11%
FHB A 0.04% 0.03% 0.03%
FIS C 0.21% 0.41% 0.21%
FITB A 0.16% 0.26% 0.16%
FIX A 0.01% 0.13% 0.01%
FLO D 0.03% 0.03% 0.03%
FLS B 0.03% 0.06% 0.03%
FNB A 0.04% 0.05% 0.04%
FNF B 0.07% 0.13% 0.07%
FOX A 0.05% 0.05% 0.05%
FR C 0.02% 0.06% 0.02%
FRT B 0.04% 0.08% 0.04%
FTV C 0.03% 0.22% 0.03%
GAP C 0.03% 0.04% 0.03%
GEHC F 0.03% 0.31% 0.03%
GEN B 0.05% 0.13% 0.05%
GGG B 0.02% 0.12% 0.02%
GIS D 0.16% 0.29% 0.16%
GL B 0.01% 0.08% 0.01%
GLPI C 0.06% 0.11% 0.06%
GLW B 0.17% 0.29% 0.17%
GNTX C 0.02% 0.06% 0.02%
GPC D 0.06% 0.14% 0.06%
GPK C 0.03% 0.07% 0.03%
GPN B 0.03% 0.24% 0.03%
GWW B 0.1% 0.42% 0.1%
HAL C 0.05% 0.22% 0.05%
HBAN A 0.13% 0.21% 0.13%
HEI B 0.03% 0.14% 0.03%
HEI B 0.03% 0.1% 0.03%
HES B 0.06% 0.33% 0.06%
HIG B 0.13% 0.28% 0.13%
HII D 0.02% 0.06% 0.02%
HLI B 0.04% 0.08% 0.04%
HLT A 0.06% 0.5% 0.06%
HOG D 0.01% 0.03% 0.01%
HPE B 0.08% 0.23% 0.08%
HPQ B 0.15% 0.3% 0.15%
HRB D 0.05% 0.07% 0.05%
HRL D 0.07% 0.07% 0.07%
HST C 0.04% 0.1% 0.04%
HSY F 0.08% 0.21% 0.08%
HUBB B 0.05% 0.19% 0.05%
HUM C 0.03% 0.27% 0.03%
HUN F 0.02% 0.03% 0.02%
HWM A 0.04% 0.37% 0.04%
HXL D 0.01% 0.04% 0.01%
IBKR A 0.02% 0.16% 0.02%
IDA A 0.02% 0.05% 0.02%
IEX B 0.02% 0.14% 0.02%
INGR B 0.05% 0.08% 0.05%
INVH D 0.05% 0.17% 0.05%
IP B 0.1% 0.16% 0.1%
IPG D 0.06% 0.08% 0.06%
IR B 0.05% 0.34% 0.05%
IRDM D 0.01% 0.03% 0.01%
IRM D 0.11% 0.28% 0.11%
ITT A 0.04% 0.1% 0.04%
J F 0.02% 0.14% 0.02%
JBHT C 0.02% 0.12% 0.02%
JBL B 0.02% 0.12% 0.02%
JEF A 0.07% 0.11% 0.07%
JKHY D 0.02% 0.1% 0.02%
JNPR F 0.05% 0.1% 0.05%
JWN C 0.03% 0.02% 0.02%
K A 0.13% 0.17% 0.13%
KBR F 0.01% 0.06% 0.01%
KIM A 0.05% 0.14% 0.05%
KMPR B 0.02% 0.04% 0.02%
KNSL B 0.01% 0.08% 0.01%
KR B 0.16% 0.32% 0.16%
KRC C 0.01% 0.04% 0.01%
KSS F 0.01% 0.02% 0.01%
KVUE A 0.19% 0.38% 0.19%
L A 0.01% 0.12% 0.01%
LAD A 0.02% 0.08% 0.02%
LAMR D 0.06% 0.09% 0.06%
LDOS C 0.04% 0.18% 0.04%
LEA D 0.01% 0.04% 0.01%
LECO B 0.03% 0.09% 0.03%
LEG F 0.01% 0.01% 0.01%
LEN D 0.06% 0.33% 0.06%
LEN D 0.06% 0.01% 0.01%
LFUS F 0.01% 0.05% 0.01%
LH C 0.03% 0.16% 0.03%
LHX C 0.12% 0.38% 0.12%
LII A 0.05% 0.16% 0.05%
LKQ D 0.03% 0.08% 0.03%
LNC B 0.05% 0.04% 0.04%
LNG B 0.08% 0.4% 0.08%
LNT A 0.06% 0.13% 0.06%
LPLA A 0.03% 0.19% 0.03%
LPX B 0.02% 0.06% 0.02%
LSTR D 0.02% 0.05% 0.02%
LUV C 0.06% 0.16% 0.06%
LVS C 0.08% 0.14% 0.08%
LW C 0.02% 0.09% 0.02%
M D 0.02% 0.04% 0.02%
MAA B 0.06% 0.15% 0.06%
MAN D 0.01% 0.02% 0.01%
MAS D 0.05% 0.14% 0.05%
MCHP D 0.07% 0.27% 0.07%
MDU D 0.02% 0.03% 0.02%
MKC D 0.06% 0.15% 0.06%
MKSI C 0.01% 0.06% 0.01%
MKTX D 0.01% 0.08% 0.01%
MLM B 0.04% 0.29% 0.04%
MORN B 0.01% 0.07% 0.01%
MOS F 0.02% 0.07% 0.02%
MPWR F 0.03% 0.22% 0.03%
MRO B 0.04% 0.13% 0.04%
MSA D 0.01% 0.05% 0.01%
MSCI C 0.05% 0.38% 0.05%
MSM C 0.03% 0.03% 0.03%
MTB A 0.16% 0.29% 0.16%
MTDR B 0.01% 0.06% 0.01%
MTG C 0.04% 0.05% 0.04%
MTN C 0.03% 0.06% 0.03%
MUSA A 0.01% 0.08% 0.01%
NDAQ A 0.07% 0.27% 0.07%
NDSN B 0.02% 0.12% 0.02%
NEU C 0.02% 0.03% 0.02%
NFE D 0.0% 0.0% 0.0%
NFG A 0.03% 0.05% 0.03%
NI A 0.06% 0.14% 0.06%
NNN D 0.04% 0.06% 0.04%
NOV C 0.01% 0.05% 0.01%
NRG B 0.07% 0.16% 0.07%
NSA D 0.02% 0.02% 0.02%
NTAP C 0.08% 0.2% 0.08%
NTRS A 0.09% 0.18% 0.09%
NUE C 0.05% 0.29% 0.05%
NWS B 0.0% 0.03% 0.0%
NWSA B 0.03% 0.09% 0.03%
NXST C 0.03% 0.04% 0.03%
NYT C 0.02% 0.07% 0.02%
O D 0.25% 0.41% 0.25%
OC A 0.04% 0.14% 0.04%
ODFL B 0.04% 0.35% 0.04%
OGE B 0.06% 0.07% 0.06%
OGN D 0.03% 0.03% 0.03%
OKE A 0.38% 0.53% 0.38%
OLED D 0.01% 0.06% 0.01%
OLN D 0.01% 0.04% 0.01%
OMC C 0.08% 0.15% 0.08%
OMF A 0.05% 0.05% 0.05%
ORI A 0.07% 0.08% 0.07%
OSK B 0.02% 0.06% 0.02%
OTIS C 0.1% 0.33% 0.1%
OVV B 0.04% 0.1% 0.04%
OWL A 0.05% 0.09% 0.05%
OZK B 0.03% 0.04% 0.03%
PAG B 0.03% 0.02% 0.02%
PAYC B 0.01% 0.09% 0.01%
PAYX C 0.25% 0.38% 0.25%
PB A 0.03% 0.06% 0.03%
PCG A 0.04% 0.37% 0.04%
PEG A 0.26% 0.37% 0.26%
PFG D 0.09% 0.16% 0.09%
PHM D 0.05% 0.22% 0.05%
PII D 0.02% 0.03% 0.02%
PINC B 0.02% 0.02% 0.02%
PKG A 0.11% 0.17% 0.11%
PNFP B 0.01% 0.08% 0.01%
PNW B 0.08% 0.09% 0.08%
POOL C 0.02% 0.11% 0.02%
PPG F 0.08% 0.24% 0.08%
PPL B 0.1% 0.21% 0.1%
PR B 0.02% 0.08% 0.02%
PRI A 0.03% 0.09% 0.03%
PRU A 0.25% 0.38% 0.25%
PWR A 0.04% 0.39% 0.04%
R B 0.03% 0.06% 0.03%
REG B 0.02% 0.11% 0.02%
REYN D 0.02% 0.01% 0.01%
RF A 0.15% 0.2% 0.15%
RGA A 0.06% 0.13% 0.06%
RGLD C 0.02% 0.08% 0.02%
RHI B 0.02% 0.06% 0.02%
RJF A 0.06% 0.25% 0.06%
RL B 0.03% 0.07% 0.03%
RLI B 0.01% 0.06% 0.01%
RMD C 0.04% 0.28% 0.04%
ROK B 0.06% 0.27% 0.06%
ROL B 0.04% 0.12% 0.04%
ROST C 0.06% 0.38% 0.06%
RPM A 0.04% 0.14% 0.04%
RRC B 0.02% 0.07% 0.02%
RRX B 0.02% 0.09% 0.02%
RS B 0.05% 0.15% 0.05%
SAIC F 0.03% 0.05% 0.03%
SBAC D 0.02% 0.2% 0.02%
SCI B 0.03% 0.1% 0.03%
SEB F 0.01% 0.01% 0.01%
SEE C 0.01% 0.04% 0.01%
SEIC B 0.02% 0.07% 0.02%
SF B 0.03% 0.09% 0.03%
SIRI C 0.03% 0.05% 0.03%
SJM D 0.05% 0.09% 0.05%
SLGN A 0.01% 0.04% 0.01%
SLM A 0.02% 0.04% 0.02%
SMG D 0.03% 0.03% 0.03%
SNA A 0.08% 0.15% 0.08%
SNDR B 0.01% 0.01% 0.01%
SNV B 0.04% 0.07% 0.04%
SNX C 0.01% 0.07% 0.01%
SON D 0.03% 0.04% 0.03%
SPB C 0.02% 0.02% 0.02%
SPG B 0.4% 0.48% 0.4%
SSD D 0.02% 0.06% 0.02%
SSNC B 0.03% 0.13% 0.03%
STAG F 0.02% 0.05% 0.02%
STLD B 0.04% 0.17% 0.04%
STT A 0.13% 0.24% 0.13%
SUI D 0.03% 0.13% 0.03%
SW A 0.04% 0.22% 0.04%
SWK D 0.05% 0.11% 0.05%
SWKS F 0.04% 0.11% 0.04%
SYF B 0.09% 0.21% 0.09%
SYY B 0.17% 0.31% 0.17%
TAP C 0.04% 0.09% 0.04%
TECH D 0.01% 0.09% 0.01%
TER D 0.01% 0.13% 0.01%
TFSL A 0.03% 0.01% 0.01%
THG A 0.02% 0.05% 0.02%
THO B 0.02% 0.05% 0.02%
TKO B 0.02% 0.08% 0.02%
TKR D 0.02% 0.04% 0.02%
TNL A 0.03% 0.03% 0.03%
TOL B 0.01% 0.13% 0.01%
TPG A 0.02% 0.04% 0.02%
TPL A 0.04% 0.21% 0.04%
TPR B 0.06% 0.11% 0.06%
TPX B 0.02% 0.08% 0.02%
TRGP B 0.11% 0.35% 0.11%
TROW B 0.13% 0.21% 0.13%
TSCO D 0.08% 0.24% 0.08%
TSN B 0.08% 0.15% 0.08%
TTC D 0.02% 0.07% 0.02%
TTEK F 0.02% 0.09% 0.02%
TW A 0.02% 0.12% 0.02%
TXRH C 0.06% 0.11% 0.06%
TXT D 0.02% 0.13% 0.02%
UDR B 0.05% 0.12% 0.05%
UGI A 0.03% 0.04% 0.03%
UHS D 0.02% 0.1% 0.02%
UI A 0.05% 0.01% 0.01%
UNM A 0.06% 0.1% 0.06%
URI B 0.08% 0.46% 0.08%
UWMC D 0.0% 0.01% 0.0%
VAC B 0.02% 0.03% 0.02%
VICI C 0.25% 0.27% 0.25%
VIRT B 0.02% 0.02% 0.02%
VLTO D 0.01% 0.21% 0.01%
VMC B 0.05% 0.3% 0.05%
VMI B 0.01% 0.06% 0.01%
VOYA B 0.02% 0.07% 0.02%
VRSK A 0.04% 0.33% 0.04%
VRT B 0.03% 0.36% 0.03%
VST B 0.18% 0.4% 0.18%
VTR C 0.08% 0.21% 0.08%
VTRS A 0.09% 0.13% 0.09%
WAB B 0.04% 0.28% 0.04%
WAL B 0.03% 0.08% 0.03%
WBS A 0.05% 0.09% 0.05%
WCC B 0.01% 0.07% 0.01%
WEC A 0.11% 0.26% 0.11%
WEN D 0.03% 0.03% 0.03%
WH B 0.03% 0.06% 0.03%
WLK D 0.03% 0.03% 0.03%
WMB A 0.35% 0.57% 0.35%
WMS D 0.01% 0.08% 0.01%
WPC D 0.06% 0.1% 0.06%
WRB A 0.07% 0.15% 0.07%
WSM B 0.05% 0.14% 0.05%
WSO A 0.06% 0.15% 0.06%
WST C 0.03% 0.19% 0.03%
WTFC A 0.01% 0.07% 0.01%
WTRG B 0.03% 0.08% 0.03%
WU D 0.03% 0.02% 0.02%
WWD B 0.02% 0.08% 0.02%
WY D 0.04% 0.19% 0.04%
X C 0.01% 0.07% 0.01%
XEL A 0.22% 0.32% 0.22%
XRAY F 0.01% 0.03% 0.01%
XYL D 0.04% 0.24% 0.04%
YUM B 0.11% 0.31% 0.11%
ZBH C 0.02% 0.19% 0.02%
ZION B 0.04% 0.07% 0.04%
DTD Overweight 380 Positions Relative to IWR
Symbol Grade Weight
JPM A 3.09%
AAPL C 3.03%
MSFT F 2.78%
XOM B 2.48%
AVGO D 2.39%
NVDA C 2.38%
ABBV D 1.97%
JNJ D 1.83%
HD A 1.78%
WMT A 1.61%
PG A 1.61%
CVX A 1.51%
KO D 1.4%
CSCO B 1.3%
UNH C 1.24%
BAC A 1.22%
IBM C 1.21%
PM B 1.16%
PEP F 1.12%
MS A 1.03%
META D 0.92%
WFC A 0.9%
CMCSA B 0.88%
GOOGL C 0.87%
MCD D 0.83%
MRK F 0.79%
TMUS B 0.76%
ORCL B 0.74%
MO A 0.7%
GS A 0.69%
V A 0.67%
TXN C 0.65%
LLY F 0.63%
C A 0.63%
GOOG C 0.57%
LOW D 0.57%
BMY B 0.57%
RTX C 0.56%
AMGN D 0.55%
HON B 0.53%
GILD C 0.47%
MA C 0.45%
LMT D 0.45%
CAT B 0.45%
COST B 0.44%
BLK C 0.43%
UPS C 0.43%
QCOM F 0.42%
ABT B 0.42%
USB A 0.42%
SO D 0.41%
EOG A 0.41%
DUK C 0.39%
PNC B 0.39%
BX A 0.39%
MDLZ F 0.37%
UNP C 0.37%
TJX A 0.35%
ADP B 0.34%
PLD D 0.33%
D C 0.32%
COP C 0.32%
AXP A 0.32%
ITW B 0.31%
SBUX A 0.31%
CL D 0.3%
BKNG A 0.3%
PCAR B 0.29%
AMT D 0.27%
KMB D 0.26%
TGT F 0.25%
CVS D 0.25%
PSA D 0.25%
CRM B 0.25%
MMC B 0.25%
AEP D 0.24%
WM A 0.24%
SYK C 0.24%
SCHW B 0.23%
MET A 0.22%
MPC D 0.22%
KHC F 0.21%
CI F 0.21%
ICE C 0.21%
ADI D 0.21%
PH A 0.2%
PSX C 0.2%
GD F 0.2%
APO B 0.2%
SRE A 0.2%
CME A 0.19%
WELL A 0.19%
APD A 0.19%
EMR A 0.19%
DE A 0.18%
VLO C 0.17%
DIS B 0.17%
INTU C 0.17%
NSC B 0.16%
FDX B 0.16%
GE D 0.16%
COF B 0.16%
EQIX A 0.16%
SPGI C 0.16%
TMO F 0.16%
TRV B 0.15%
MAR B 0.15%
APH A 0.15%
CTAS B 0.15%
MSI B 0.15%
NOC D 0.14%
AMAT F 0.14%
KDP D 0.14%
NKE D 0.14%
DHR F 0.14%
SHW A 0.13%
ECL D 0.13%
PGR A 0.13%
KKR A 0.13%
ELV F 0.13%
AIG B 0.13%
BDX F 0.12%
LRCX F 0.12%
ZTS D 0.12%
HCA F 0.11%
CSX B 0.11%
MCO B 0.11%
GM B 0.11%
STZ D 0.11%
CARR D 0.1%
CRBG B 0.1%
KLAC D 0.1%
RSG A 0.1%
MCK B 0.08%
CEG D 0.08%
MU D 0.08%
OXY D 0.07%
JXN C 0.06%
DELL C 0.06%
ROP B 0.05%
ASB B 0.04%
AIT A 0.04%
VLY B 0.04%
ERIE D 0.04%
MLI C 0.04%
BKH A 0.04%
RDN C 0.04%
NWE B 0.04%
KTB B 0.03%
QCRH A 0.03%
RUSHA C 0.03%
KBH D 0.03%
SASR B 0.03%
CNS B 0.03%
PNM F 0.03%
ACT D 0.03%
CNO A 0.03%
TMP B 0.03%
BANF B 0.03%
OFG B 0.03%
CBT C 0.03%
SR A 0.03%
CATY B 0.03%
AUB B 0.03%
ALE A 0.03%
HLNE B 0.03%
POR C 0.03%
WSBC A 0.03%
OGS A 0.03%
VCTR B 0.03%
FBP B 0.03%
PATK D 0.03%
CCOI B 0.03%
SFNC B 0.03%
MC C 0.03%
AWR B 0.03%
FIBK A 0.03%
HOMB A 0.03%
AROC B 0.03%
AVA A 0.03%
PFS B 0.03%
BANR B 0.03%
EGBN B 0.02%
HTH B 0.02%
ZWS B 0.02%
HTLF B 0.02%
UMBF B 0.02%
FRME B 0.02%
IOSP B 0.02%
BANC A 0.02%
STEP B 0.02%
UVSP B 0.02%
MGEE C 0.02%
BFH B 0.02%
WAFD B 0.02%
BNL D 0.02%
RNST B 0.02%
WHD B 0.02%
TDS B 0.02%
SEM B 0.02%
HWC B 0.02%
SYBT B 0.02%
MRTN C 0.02%
OTTR C 0.02%
KFY B 0.02%
UPBD B 0.02%
IBTX B 0.02%
CCS D 0.02%
BRC D 0.02%
WSFS A 0.02%
BKE B 0.02%
STC B 0.02%
APOG B 0.02%
FCPT C 0.02%
MCY A 0.02%
MGY A 0.02%
IPAR B 0.02%
ADTN A 0.02%
UBSI B 0.02%
NBHC B 0.02%
HNI B 0.02%
RHP B 0.02%
CMC B 0.02%
FCF A 0.02%
SBRA C 0.02%
CRC B 0.02%
LCII C 0.02%
MATX C 0.02%
MUR D 0.02%
CAKE C 0.02%
VRTS B 0.02%
PEBO A 0.02%
MWA B 0.02%
BRKL B 0.02%
FFBC A 0.02%
OCFC B 0.02%
TRMK B 0.02%
KMT B 0.02%
HAFC A 0.02%
LANC C 0.02%
GTY B 0.02%
KNTK B 0.02%
FULT A 0.02%
HRI B 0.02%
IDCC A 0.02%
BUSE B 0.02%
UFPI B 0.02%
SSB B 0.02%
CVBF A 0.02%
IBOC A 0.02%
STBA B 0.02%
CBU B 0.02%
SWX B 0.02%
PRGS A 0.02%
TRST A 0.02%
AVNT B 0.02%
CADE B 0.02%
ONB B 0.02%
NJR A 0.02%
TRN C 0.02%
GEF A 0.02%
GBCI B 0.02%
NOG A 0.02%
FBMS B 0.02%
IIPR D 0.01%
CHCO B 0.01%
DAN D 0.01%
DK C 0.01%
HI C 0.01%
TEX D 0.01%
AESI B 0.01%
IBP D 0.01%
LZB B 0.01%
WMG C 0.01%
BMI B 0.01%
VSH D 0.01%
LXP D 0.01%
WOR F 0.01%
GES F 0.01%
MLKN D 0.01%
PCH D 0.01%
CABO C 0.01%
OXM D 0.01%
SCL C 0.01%
ENS D 0.01%
WINA B 0.01%
BLMN F 0.01%
SCS C 0.01%
LEVI F 0.01%
LBRT D 0.01%
PBI B 0.01%
PRDO B 0.01%
XRX F 0.01%
GBX A 0.01%
AGM C 0.01%
MCRI A 0.01%
DIN C 0.01%
DLX B 0.01%
ORA B 0.01%
WKC D 0.01%
KRO D 0.01%
GRNT B 0.01%
RGP F 0.01%
RRR D 0.01%
HEES B 0.01%
SFBS B 0.01%
JJSF B 0.01%
PDCO D 0.01%
NAVI C 0.01%
PBF D 0.01%
ENR B 0.01%
KALU C 0.01%
PTVE B 0.01%
BTU B 0.01%
SAFT C 0.01%
UTZ D 0.01%
UVV B 0.01%
UCB A 0.01%
AZZ B 0.01%
HP B 0.01%
KLG C 0.01%
BHE B 0.01%
PZZA D 0.01%
HMN B 0.01%
SIGI C 0.01%
WERN C 0.01%
CRGY B 0.01%
EDR A 0.01%
MMS F 0.01%
BOH B 0.01%
AMSF B 0.01%
KWR C 0.01%
EPC D 0.01%
SSBK B 0.01%
EXPO D 0.01%
WMK C 0.01%
CHX C 0.01%
NSP D 0.01%
FG B 0.01%
BCO D 0.01%
CPK A 0.01%
SRCE B 0.01%
SM B 0.01%
STRA C 0.01%
ABM B 0.01%
GOLF B 0.01%
CFFN B 0.01%
WDFC B 0.01%
WWW B 0.01%
PFBC B 0.01%
UTL B 0.01%
EBC B 0.01%
AEO F 0.01%
WGO C 0.01%
GATX A 0.01%
PHIN A 0.01%
PFSI D 0.01%
FFIN B 0.01%
WD D 0.01%
SXT B 0.01%
SLG B 0.01%
PRK B 0.01%
BKU A 0.01%
SHOO D 0.01%
SLVM B 0.01%
SKT B 0.01%
JBT B 0.01%
PTEN C 0.01%
MSBI B 0.01%
POWL C 0.01%
CVI F 0.01%
CRS A 0.01%
MAC B 0.0%
POWI D 0.0%
KW B 0.0%
GTN F 0.0%
RELL B 0.0%
CWH B 0.0%
BGS F 0.0%
NUS D 0.0%
DTD Underweight 370 Positions Relative to IWR
Symbol Grade Weight
PLTR B -1.09%
APP B -0.63%
COIN C -0.5%
RCL A -0.45%
KMI A -0.44%
MSTR C -0.44%
FICO B -0.44%
TTD B -0.43%
SQ B -0.39%
AXON A -0.35%
CBRE B -0.33%
FERG B -0.33%
CTVA C -0.32%
IT C -0.32%
DDOG A -0.31%
CHTR C -0.3%
ACGL D -0.3%
IDXX F -0.29%
IQV D -0.29%
GRMN B -0.27%
HUBS A -0.27%
VEEV C -0.26%
WTW B -0.26%
UAL A -0.25%
CNC D -0.25%
DXCM D -0.25%
TTWO A -0.25%
CSGP D -0.24%
ANSS B -0.24%
ALNY D -0.24%
ON D -0.23%
CPNG D -0.23%
DECK A -0.22%
NET B -0.22%
MTD D -0.21%
TYL B -0.21%
GDDY A -0.21%
RBLX C -0.21%
NVR D -0.21%
KEYS A -0.21%
CVNA B -0.21%
DVN F -0.2%
CCL B -0.2%
CPAY A -0.2%
PTC A -0.19%
EXPE B -0.19%
BIIB F -0.19%
ZM B -0.18%
HOOD B -0.18%
LYB F -0.18%
ILMN D -0.18%
EXE B -0.18%
STE F -0.18%
TDY B -0.18%
MKL A -0.18%
IFF D -0.18%
WBD C -0.18%
FSLR F -0.17%
LYV A -0.17%
WDC D -0.17%
WAT B -0.17%
CFG B -0.17%
BLDR D -0.17%
CTRA B -0.16%
COO D -0.16%
ZBRA B -0.16%
MDB C -0.16%
KEY B -0.15%
HOLX D -0.15%
DKNG B -0.15%
TOST B -0.15%
PODD C -0.15%
ZS C -0.15%
TRU D -0.15%
TWLO A -0.14%
NTRA B -0.14%
DG F -0.14%
XPO B -0.14%
MANH D -0.14%
ALGN D -0.14%
FWONK B -0.14%
NTNX A -0.14%
PINS D -0.14%
BURL A -0.14%
MOH F -0.14%
TRMB B -0.14%
PNR A -0.14%
ULTA F -0.14%
VRSN F -0.13%
DT C -0.13%
GWRE A -0.13%
UTHR C -0.13%
EG C -0.13%
DOCU A -0.13%
BAX D -0.13%
SOFI A -0.12%
AVTR F -0.12%
APTV D -0.12%
DOC D -0.12%
AMCR D -0.12%
ENTG D -0.12%
USFD A -0.12%
THC D -0.12%
PSTG D -0.12%
PFGC B -0.11%
DLTR F -0.11%
AFRM B -0.11%
EPAM C -0.11%
AKAM D -0.11%
RNR C -0.11%
RVTY F -0.11%
CW B -0.11%
SAIA B -0.11%
FFIV B -0.11%
BJ A -0.1%
Z A -0.1%
NBIX C -0.1%
OKTA C -0.1%
NVT B -0.1%
BMRN D -0.1%
FTI A -0.1%
INCY C -0.1%
ALLE D -0.1%
KMX B -0.1%
BXP D -0.1%
JLL D -0.1%
COHR B -0.1%
CLH B -0.1%
BG F -0.1%
CACI D -0.09%
FOXA B -0.09%
GNRC B -0.09%
CTLT B -0.09%
CAVA B -0.09%
FND C -0.09%
BLD D -0.09%
AA B -0.09%
FHN A -0.09%
DAY B -0.09%
DUOL A -0.09%
NCLH B -0.09%
TFX F -0.08%
GMED A -0.08%
SMCI F -0.08%
WYNN D -0.08%
WING D -0.08%
SOLV C -0.08%
BRBR A -0.08%
SRPT D -0.08%
AAL B -0.08%
CRL C -0.08%
CNH C -0.08%
DOX D -0.08%
CIEN B -0.08%
LBRDK C -0.08%
NLY C -0.08%
OHI C -0.08%
AES F -0.08%
EXEL B -0.08%
GME C -0.08%
AYI B -0.08%
RPRX D -0.08%
MTCH D -0.07%
MEDP D -0.07%
CZR F -0.07%
SKX D -0.07%
APG B -0.07%
DVA B -0.07%
CNM D -0.07%
PLNT A -0.07%
RIVN F -0.07%
LNW D -0.07%
MTZ B -0.07%
CR A -0.07%
GLOB B -0.07%
ITCI C -0.07%
FYBR D -0.07%
HAS D -0.07%
BILL A -0.07%
MGM D -0.07%
PCTY B -0.07%
ROKU D -0.07%
KNX B -0.07%
PEN B -0.07%
HSIC B -0.07%
AR B -0.07%
AXTA A -0.07%
RBC A -0.07%
EXAS D -0.07%
REXR F -0.07%
H B -0.06%
CFLT B -0.06%
SN D -0.06%
LSCC D -0.06%
AXS A -0.06%
FMC D -0.06%
DAR C -0.06%
ALK C -0.06%
CGNX C -0.06%
FCN D -0.06%
MTSI B -0.06%
MASI A -0.06%
ELAN D -0.06%
GXO B -0.06%
ATI D -0.06%
FRPT B -0.06%
RGEN D -0.06%
VFC C -0.06%
ESTC C -0.06%
ESAB B -0.06%
AGNC D -0.06%
GTLB B -0.06%
VNO B -0.06%
S B -0.06%
MIDD C -0.06%
CART C -0.06%
RYAN B -0.06%
WEX D -0.06%
PCOR B -0.06%
TREX C -0.06%
MHK D -0.06%
KEX C -0.06%
SMAR A -0.06%
JAZZ B -0.06%
ONTO D -0.06%
G B -0.06%
ENPH F -0.06%
LITE B -0.05%
RITM C -0.05%
VVV F -0.05%
PATH C -0.05%
OLLI D -0.05%
PVH C -0.05%
JHG A -0.05%
ETSY D -0.05%
CROX D -0.05%
VNT B -0.05%
AMG B -0.05%
WFRD D -0.05%
WHR B -0.05%
LAZ B -0.05%
FOUR B -0.05%
BFAM D -0.05%
WBA F -0.05%
DOCS C -0.05%
STWD C -0.05%
ARW D -0.05%
UHAL D -0.05%
BIO D -0.05%
QRVO F -0.05%
SITE D -0.05%
MAT D -0.05%
KD B -0.05%
WSC D -0.05%
IVZ B -0.05%
PARA C -0.05%
ELF C -0.05%
DBX B -0.05%
LYFT C -0.05%
AZEK A -0.05%
HR C -0.05%
AZPN A -0.05%
RYN D -0.04%
EEFT B -0.04%
PSN D -0.04%
CELH F -0.04%
CUZ B -0.04%
LOPE B -0.04%
RH B -0.04%
AGO B -0.04%
FIVE F -0.04%
ST F -0.04%
HCP B -0.04%
ROIV C -0.04%
WTM A -0.04%
INSP D -0.04%
BROS B -0.04%
VNOM A -0.04%
U C -0.04%
VKTX F -0.04%
APPF B -0.04%
POST C -0.04%
CLF F -0.04%
CCCS B -0.04%
IONS F -0.04%
CRUS D -0.04%
AMTM D -0.03%
BHF B -0.03%
PENN C -0.03%
ZI D -0.03%
YETI C -0.03%
NCNO B -0.03%
ZG A -0.03%
HIW D -0.03%
ACHC F -0.03%
IAC D -0.03%
NVST B -0.03%
SPR D -0.03%
W F -0.03%
NWL B -0.03%
PRGO B -0.03%
DXC B -0.03%
PEGA A -0.03%
LINE F -0.03%
RARE D -0.03%
GFS C -0.03%
MSGS A -0.03%
GTES A -0.03%
AN C -0.03%
VSTS C -0.02%
UAA C -0.02%
ALAB B -0.02%
RKT F -0.02%
QDEL F -0.02%
LBTYK A -0.02%
INFA D -0.02%
LBTYA B -0.02%
IPGP D -0.02%
LCID F -0.02%
SHC F -0.02%
PPC C -0.02%
ADT C -0.02%
AZTA D -0.02%
RCM F -0.02%
AAP C -0.02%
HAYW B -0.02%
ALGM D -0.02%
CPRI F -0.02%
MP B -0.02%
HHH B -0.02%
ENOV C -0.02%
MPW F -0.02%
AGR B -0.02%
APLS D -0.02%
COTY F -0.02%
CACC D -0.02%
DV C -0.02%
FIVN C -0.02%
TDC D -0.02%
SAM C -0.02%
ECG C -0.02%
AMED F -0.02%
RNG B -0.02%
SNRE D -0.02%
LLYVK A -0.02%
PK B -0.02%
PLTK B -0.01%
WOLF F -0.01%
LOAR A -0.01%
AS B -0.01%
CERT F -0.01%
PYCR C -0.01%
DDS B -0.01%
LLYVA A -0.01%
TXG F -0.01%
TRIP F -0.01%
LBRDA C -0.01%
DJT C -0.01%
GO C -0.01%
QS F -0.01%
CAR C -0.01%
FTRE D -0.01%
FWONA B -0.01%
UA C -0.01%
CLVT F -0.01%
BIRK D -0.01%
PARAA B -0.0%
SEG B -0.0%
GRAL C -0.0%
UHAL D -0.0%
Compare ETFs