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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 sound dividend option.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from April 25, 2023.

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 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.63 141.0 Mil
Technology

JPMorgan Chase & Co

3.29 127.9 Mil
Financial Services

Apple Inc

3.17 123.2 Mil
Technology

Exxon Mobil Corp

2.70 104.9 Mil
Energy

AbbVie Inc

2.70 104.9 Mil
Healthcare

Broadcom Inc

2.57 100.0 Mil
Technology

Johnson & Johnson

2.39 92.9 Mil
Healthcare

Procter & Gamble Co

2.15 83.7 Mil
Consumer Defensive

Chevron Corp

2.04 79.3 Mil
Energy

NVIDIA Corp

1.97 76.6 Mil
Technology