DLN - ETF AI Analysis
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WisdomTree U.S. LargeCap Dividend Fund (DLN)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The fund has delivered strong gains so far this year and in recent months, showing positive momentum for investors.
Diversified Sector Mix
Holdings spread across technology, financials, health care, energy, and other sectors help reduce the impact if any one area of the market struggles.
Strong Dividend-Focused Blue-Chip Holdings
Many of the top positions are large, well-known U.S. companies with generally strong recent performance, supporting the fund’s income and growth profile.
Negative Factors
Heavy U.S.-Only Exposure
Almost all assets are invested in U.S. companies, offering little diversification if the U.S. market faces a downturn.
Mixed Performance Among Top Holdings
Some major positions, such as Microsoft and Meta Platforms, have shown weaker recent performance, which can drag on overall returns.
Moderate Fee Level
The expense ratio is not especially low for a large-cap U.S. ETF, meaning fees could slightly reduce long-term returns compared with cheaper alternatives.
DLN vs. SPDR S&P 500 ETF (SPY)
AUM6.38B
RegionNorth America
Expense Ratio0.28%
Beta0.68
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.72%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume122,042
30 Day Avg. Volume126,843
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
115.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering308
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DLN Summary
The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an ETF that follows the WisdomTree U.S. LargeCap Dividend Index, focusing on big U.S. companies that pay regular dividends. It holds well-known names like Microsoft and Apple, along with banks, health care firms, and energy companies, giving investors a broad mix of industries. Someone might invest in DLN to seek steady income from dividends while still having the chance for long-term growth from large, established businesses. A key risk is that it is heavily tied to the U.S. stock market, so its value can go up and down with overall market conditions.
How much will it cost me?The WisdomTree U.S. LargeCap Dividend Fund (DLN) has an expense ratio of 0.28%, meaning you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it focuses on a specific strategy of investing in dividend-paying large-cap stocks, which requires more specialized management.
What would affect this ETF?The WisdomTree U.S. LargeCap Dividend Fund (DLN) could benefit from stable economic conditions and a focus on dividend-paying stocks, which tend to perform well during periods of market uncertainty. Positive trends in technology and healthcare sectors, which are significant holdings, may also drive growth. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies, and sector-specific challenges, such as regulatory changes in healthcare or energy, may pose risks.
DLN Top 10 Holdings
DLN leans heavily on U.S. blue chips, with Big Tech and big banks steering the ship. Apple has been the star lately, rising steadily and helping offset Microsoft and Meta, which look a bit mixed and have lost some steam over the past few months. Nvidia and Broadcom add a strong semiconductor tilt, giving the fund exposure to the AI boom but also some volatility. On the defensive side, Johnson & Johnson and AbbVie have been quietly climbing, while energy giants Exxon and Chevron provide a sturdy, dividend-rich ballast. Overall, it’s a U.S.-centric, income-focused portfolio anchored in large, familiar names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 4.57% | $291.15M | $3.60T | -4.58% | 79 Outperform | |
| Nvidia | 3.71% | $236.89M | $5.26T | 23.93% | 76 Outperform | |
| JPMorgan Chase | 3.00% | $191.26M | $949.66B | 20.61% | 72 Outperform | |
| Apple | 2.28% | $145.19M | $4.62T | 40.88% | 79 Outperform | |
| Exxon Mobil | 2.12% | $135.45M | $677.52B | 52.11% | 74 Outperform | |
| Johnson & Johnson | 2.09% | $133.06M | $658.89B | 49.43% | 78 Outperform | |
| Broadcom | 1.99% | $126.98M | $1.72T | 25.70% | 76 Outperform | |
| AbbVie | 1.77% | $112.65M | $470.00B | 27.17% | 66 Neutral | |
| Chevron | 1.74% | $111.02M | $406.53B | 34.29% | 71 Outperform | |
| Meta Platforms | 1.66% | $105.57M | $1.39T | -26.12% | 76 Outperform |
DLN Technical Analysis
Positive
―
Price Trends
98.24
Positive
95.85
Positive
92.26
Positive
Market Momentum
0.85
Positive
59.94
Neutral
32.73
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DLN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 100.16, equal to the 50-day MA of 98.24, and equal to the 200-day MA of 92.26, indicating a bullish trend. The MACD of 0.85 indicates Positive momentum. The RSI at 59.94 is Neutral, neither overbought nor oversold. The STOCH value of 32.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DLN.
DLN Peer Comparison
Comparison Results
Performance Comparison
DLN
WisdomTree U.S. LargeCap Dividend Fund
100.73
17.15
20.52%
JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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