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WisdomTree US LargeCap Dividend ETF DLN

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

Morningstar’s Analysis DLN

Will DLN outperform in 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 smart twist on a proven dividend approach.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree US LargeCap Dividend ETF is a shrewd contrarian fund with bells and whistles that abate much of the risk associated with its rebalancing approach. Sound diversification and a low fee add to its appeal and solidify a Morningstar Analyst Rating of Silver.

by Ryan Jackson
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 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.67 141.7 Mil
Technology

JPMorgan Chase & Co

3.24 125.3 Mil
Financial Services

Apple Inc

3.11 120.3 Mil
Technology

AbbVie Inc

2.72 105.3 Mil
Healthcare

Exxon Mobil Corp

2.70 104.3 Mil
Energy

Broadcom Inc

2.45 94.6 Mil
Technology

Johnson & Johnson

2.44 94.3 Mil
Healthcare

Procter & Gamble Co

2.14 82.7 Mil
Consumer Defensive

Chevron Corp

2.01 77.7 Mil
Energy

The Home Depot Inc

1.98 76.7 Mil
Consumer Cyclical