DLN - ETF AI Analysis
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WisdomTree U.S. LargeCap Dividend Fund (DLN)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Dividend Payers
The fund holds many well-known, financially solid U.S. companies that are recognized for paying dividends, which can provide a steadier income stream.
Broad Sector Diversification
Exposure across many sectors, including financials, technology, health care, and energy, helps reduce the impact if any one industry struggles.
Strong Asset Base
The fund manages a large pool of assets, which can support trading liquidity and signal ongoing investor interest.
Negative Factors
Recent Weakness in Key Tech and Bank Holdings
Several of the largest positions in technology and financials have shown weak recent performance, which can drag on the fund’s returns.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Moderate Expense Ratio
The fund’s fees are not especially low for a large-cap U.S. equity ETF, which slightly reduces the net return to investors over time.
DLN vs. SPDR S&P 500 ETF (SPY)
AUM5.84B
RegionNorth America
Expense Ratio0.28%
Beta0.70
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.87%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume195,664
30 Day Avg. Volume181,518
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
105.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering309
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DLN Summary
DLN is the WisdomTree U.S. LargeCap Dividend Fund, an ETF that follows the WisdomTree U.S. LargeCap Dividend Index. It invests mainly in large, established U.S. companies that pay dividends, across many sectors like technology, finance, and health care. Well-known holdings include Microsoft and JPMorgan Chase. Someone might invest in DLN to get a mix of potential long-term growth plus regular dividend income, while spreading risk across many big companies. A key risk is that the value of the fund can still go up and down with the overall stock market.
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 setting the tone. Lately, its tech stars like Microsoft, Nvidia, Apple, and Broadcom have been losing steam, turning from growth engines into mild headwinds. JPMorgan is also lagging, so financials aren’t offering much relief. The bright spots are in energy, where Exxon Mobil and Chevron are quietly pulling more than their weight, and in steady health care names like Johnson & Johnson. Overall, it’s a U.S.-centric, dividend-focused fund with a tech tilt but energy doing much of the heavy lifting right now.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 3.57% | $207.29M | $4.58T | 70.04% | 76 Outperform | |
| JPMorgan Chase | 3.39% | $196.73M | $835.73B | 31.19% | 72 Outperform | |
| Apple | 2.96% | $171.63M | $3.82T | 31.46% | 79 Outperform | |
| Microsoft | 2.90% | $168.21M | $2.75T | -4.52% | 79 Outperform | |
| Exxon Mobil | 2.43% | $141.09M | $635.47B | 47.87% | 74 Outperform | |
| Broadcom | 2.25% | $130.35M | $1.76T | 104.22% | 76 Outperform | |
| Chevron | 2.03% | $117.59M | $376.23B | 39.02% | 71 Outperform | |
| Johnson & Johnson | 2.01% | $116.77M | $574.36B | 57.16% | 78 Outperform | |
| AbbVie | 1.53% | $88.61M | $367.80B | 18.79% | 66 Neutral | |
| Merck & Company | 1.39% | $80.88M | $300.20B | 53.35% | 80 Outperform |
DLN Technical Analysis
Positive
―
Price Trends
91.08
Positive
89.53
Positive
86.88
Positive
Market Momentum
0.09
Negative
59.08
Neutral
93.72
Negative
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 89.52, equal to the 50-day MA of 91.08, and equal to the 200-day MA of 86.88, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 59.08 is Neutral, neither overbought nor oversold. The STOCH value of 93.72 is Negative, 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
91.52
17.56
23.74%
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
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PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
MGC
Vanguard Mega Cap ETF
―
―
―
SPYI
NEOS S&P 500 High Income ETF
―
―
―
RWL
Invesco S&P 500 Revenue 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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