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.
WisdomTree U.S. LargeCap Dividend Fund DLN
Morningstar’s Analysis DLN
Will DLN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 3.92 | 240M | Technology |
Apple Inc | 3.34 | 205M | Technology |
JPMorgan Chase & Co | 3.22 | 198M | Financial Services |
Microsoft Corp | 3.16 | 194M | Technology |
Broadcom Inc | 2.39 | 147M | Technology |
Exxon Mobil Corp | 2.29 | 141M | Energy |
Chevron Corp | 1.91 | 118M | Energy |
Johnson & Johnson | 1.82 | 112M | Healthcare |
AbbVie Inc | 1.56 | 96M | Healthcare |
Morgan Stanley | 1.56 | 96M | Financial Services |
United States