Morningstar

WisdomTree U.S. LargeCap Dividend Fund DLN

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DLN

Will DLN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DLN’s parent organization’s priorities and whether they’re in line with investors’ interests.

A quirky approach to dividends.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

By blending dividend weighting with quality and momentum characteristics, the WisdomTree US Large-Cap Dividend ETF delivers defensive yet inconsistent exposure to US large-cap stocks. This calls into question its ability to deliver a durable risk-adjusted advantage over more consistent peers and results in a Process Pillar downgrade to Average from Above Average.

by Brian Paoli
Rated on Published on

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Portfolio Holdings DLN

More DLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.04 315M
Technology

NVIDIA Corp

4.03 252M
Technology

JPMorgan Chase & Co

2.85 178M
Financial Services

Apple Inc

2.50 156M
Technology

Meta Platforms Inc Class A

2.24 140M
Communication Services

ExxonMobil Holdings Corp

2.22 139M
Energy

Broadcom Inc

2.02 126M
Technology

Johnson & Johnson

2.00 125M
Healthcare

AbbVie Inc

1.85 116M
Healthcare

Chevron Corp

1.83 114M
Energy

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