Wisdomtree Largecap Dividend Etf Profile
| DLN Etf | USD 80.83 0.55 0.69% |
Performance6 of 100
| Odds Of DistressLess than 9
|
WisdomTree LargeCap is selling at 80.83 as of the 30th of January 2025; that is 0.69 percent increase since the beginning of the trading day. The etf's open price was 80.28. WisdomTree LargeCap has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The company has 110.32 M outstanding shares. More on WisdomTree LargeCap Dividend
Moving together with WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Wisdomtree Largecap Dividend Fund |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2006-06-16 |
| Benchmark | WisdomTree U.S. LargeCap Dividend Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 4.66 Billion |
| Average Trading Valume | 239,633.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 305 |
| Market Maker | Susquehanna |
| Total Expense | 0.28 |
| Management Fee | 0.28 |
| Country Name | USA |
| Returns Y T D | 3.72 |
| Name | WisdomTree U.S. LargeCap Dividend Fund |
| Currency Code | USD |
| Open Figi | BBG000BT3296 |
| In Threey Volatility | 15.02 |
| 1y Volatility | 11.02 |
| 200 Day M A | 76.0216 |
| 50 Day M A | 79.6478 |
| Code | DLN |
| Updated At | 30th of January 2025 |
| Currency Name | US Dollar |
WisdomTree LargeCap Dividend [DLN] is traded in USA and was established 2006-06-16. The fund is classified under Large Value category within WisdomTree family. The entity is thematically classified as Large Cap ETFs. WisdomTree LargeCap currently have 3.26 B in assets under management (AUM). , while the total return for the last 3 years was 10.9%.
WisdomTree LargeCap Dividend has about 16.71 M in cash with 76 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.68.
Check WisdomTree LargeCap Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree LargeCap Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree LargeCap Dividend Etf Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples |
WisdomTree LargeCap Top Holders
| HCMNX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMWX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMZX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMPX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMQX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| GPMIX | Guidepath Multi Asset Income | Mutual Fund | Allocation--50% to 70% Equity | |
| QBDSX | Quantified Managed Income | Mutual Fund | Allocation--15% to 30% Equity | |
| QBDAX | Quantified Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
WisdomTree LargeCap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree LargeCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0282 | |||
| Jensen Alpha | 0.0081 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.12) |
WisdomTree LargeCap Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree LargeCap Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of WisdomTree LargeCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree LargeCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree LargeCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree LargeCap's market value can be influenced by many factors that don't directly affect WisdomTree LargeCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree LargeCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree LargeCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree LargeCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.