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WisdomTree U.S. LargeCap Dividend Fund (DLN)DLN
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Upturn Advisory Summary
09/18/2024: DLN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.47% | Upturn Advisory Performance  3 | Avg. Invested days: 39 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.47% | Avg. Invested days: 39 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 86635 | Beta 0.81 |
52 Weeks Range 57.60 - 78.02 | Updated Date 09/19/2024 |
52 Weeks Range 57.60 - 78.02 | Updated Date 09/19/2024 |
AI Summarization
ETF WisdomTree U.S. LargeCap Dividend Fund (DLN) Overview
Profile:
- Target Sector: Large-cap US stocks with high dividend yields.
- Asset Allocation: 100% equities (primarily large-cap stocks)
- Investment Strategy: Passively tracks the WisdomTree U.S. LargeCap Dividend Index, which selects companies based on dividend history, financial strength, and other metrics.
Objective:
- Provide investors with exposure to a diversified portfolio of large-cap stocks with a strong track record of paying dividends.
- Generate income in the form of dividends.
Issuer:
- Company: WisdomTree Investments, Inc.
- Reputation and Reliability: WisdomTree is a well-established asset management firm with a strong track record and positive reputation in the industry.
- Management: The firm has a team of experienced portfolio managers and analysts who manage the ETF.
Market Share:
- DLN has a market share of approximately 2.3% in the Large-Cap Value ETF category.
Total Net Assets:
- As of November 2023, DLN has approximately $4.5 billion in assets under management.
Moat:
- Niche focus on high-dividend paying stocks.
- Transparent and rules-based investment strategy.
- Low turnover rate, resulting in lower trading costs.
Financial Performance:
- Since inception (2006), DLN has generated an annualized return of 9.56%.
- This compares favorably to the S&P 500 Index, which has returned 9.39% during the same period.
- DLN has a dividend yield of approximately 3.85%.
Growth Trajectory:
- The demand for dividend-paying stocks is expected to remain strong, driven by investors seeking income and capital appreciation.
- DLN is well-positioned to benefit from this trend.
Liquidity:
- Average Daily Trading Volume: approximately 500,000 shares.
- Bid-Ask Spread: typically less than 0.1%.
Market Dynamics:
- Interest Rates: Rising interest rates can make dividend-paying stocks less attractive compared to fixed-income investments.
- Economic Growth: A strong economy typically supports higher corporate profits and dividends.
- Sector Performance: The performance of the large-cap value sector can impact DLN's returns.
Competitors:
- iShares Core S&P 500 Value ETF (IVE)
- Vanguard Value ETF (VTV)
- Schwab U.S. Dividend Equity ETF (SCHD)
Expense Ratio:
- 0.28% per year
Investment Approach and Strategy:
- Passive management, tracking the WisdomTree U.S. LargeCap Dividend Index.
- Portfolio primarily consists of large-cap US stocks with high dividend yields.
Key Points:
- Provides exposure to a diversified portfolio of high-dividend paying stocks.
- Has a strong track record of outperforming the S&P 500 Index.
- Offers a relatively high dividend yield.
- Has low fees compared to similar ETFs.
Risks:
- Market volatility: DLN's price can fluctuate with changes in the overall stock market.
- Interest rate risk: Rising interest rates can make DLN less attractive.
- Sector risk: DLN's performance is tied to the performance of the large-cap value sector.
Who Should Consider Investing:
- Investors seeking income in the form of dividends.
- Investors with a long-term investment horizon.
- Investors who are comfortable with a moderate level of risk.
Fundamental Rating Based on AI:
- 8.7 out of 10. DLN scores highly due to its strong financial performance, low fees, and experienced management team. However, its exposure to market volatility and sector risk are considerations for potential investors.
Resources and Disclaimers:
- WisdomTree U.S. LargeCap Dividend Fund website: https://www.wisdomtree.com/products/dln-wisdomtree-us-largecap-dividend-fund
- Morningstar: https://www.morningstar.com/etfs/arcx/dln/quote.html
- ETF Database: https://etfdb.com/etf/dln/wisdomtree-us-largecap-dividend-fund/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
I hope this provides a comprehensive overview of ETF WisdomTree U.S. LargeCap Dividend Fund. Please let me know if you have any further questions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. LargeCap Dividend Fund
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.
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