WISDOMTREE US TOTAL DIVIDEND US T Connecticut Wealth Management LLC holding in Q1 2023 Form 13-F

This investment vehicle aims to mirror the performance of the WisdomTree U.S. Dividend Index, focusing on both price movements and dividend yields. By allocating a minimum of 95% of its assets to stocks within the index or investments with similar economic profiles, the fund strives to closely replicate the index's composition and returns.

The underlying index employs a unique approach, using fundamental factors to weight its components rather than traditional market capitalization. It exclusively includes U.S.-based companies that are publicly traded on domestic stock exchanges and consistently distribute cash dividends to shareholders.

One distinctive feature of this fund is its concentration strategy. Unlike diversified funds that spread risk across numerous sectors and companies, this non-diversified approach allows for potentially higher returns but may also expose investors to increased volatility.

Investors considering this option should be aware that while it offers exposure to dividend-paying U.S. stocks, its performance may deviate from broader market indices due to its specialized focus. The fund's emphasis on dividend-paying companies could make it particularly attractive for income-seeking investors or those looking to add a dividend-focused component to their portfolio.

It's worth noting that the fund's success in tracking its target index may be influenced by factors such as trading costs, taxes, and potential discrepancies between the fund's holdings and the index components. As with any investment, potential investors should carefully consider their financial goals, risk tolerance, and the role this fund might play in their overall investment strategy.