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.
WisdomTree US LargeCap Dividend ETF DLN
Morningstar’s Analysis DLN
Will DLN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 3.71 | 144.6 Mil | Technology |
JPMorgan Chase & Co | 3.27 | 127.7 Mil | Financial Services |
Apple Inc | 3.14 | 122.6 Mil | Technology |
AbbVie Inc | 2.70 | 105.2 Mil | Healthcare |
Exxon Mobil Corp | 2.68 | 104.7 Mil | Energy |
Broadcom Inc | 2.49 | 97.1 Mil | Technology |
Johnson & Johnson | 2.41 | 93.9 Mil | Healthcare |
Procter & Gamble Co | 2.15 | 83.7 Mil | Consumer Defensive |
Chevron Corp | 2.01 | 78.5 Mil | Energy |
The Home Depot Inc | 1.95 | 76.0 Mil | Consumer Cyclical |