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Upturn AI SWOT - About
WisdomTree U.S. LargeCap Dividend Fund (DLN)
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Upturn Advisory Summary
02/13/2025: DLN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 7.76% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 260900 | Beta 0.81 | 52 Weeks Range 67.09 - 82.14 | Updated Date 04/2/2025 |
52 Weeks Range 67.09 - 82.14 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree U.S. LargeCap Dividend Fund
ETF Overview
Overview
The WisdomTree U.S. LargeCap Dividend Fund (DLN) seeks to track the investment results of dividend-paying large-cap companies in the U.S. equity market. It focuses on companies with strong dividend yields and uses a fundamentally weighted index based on aggregate cash dividends paid.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its fundamentally weighted and dividend-focused ETFs. They have a solid track record and are generally considered reliable.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in ETF management and index construction, particularly in the area of dividend-focused strategies.
Investment Objective
Goal
To track the investment results of dividend-paying large-cap companies in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund tracks the WisdomTree U.S. LargeCap Dividend Index, which is dividend-weighted.
Composition The ETF primarily holds stocks of large-cap U.S. companies that pay dividends. The weighting is based on the aggregate cash dividends each company is projected to pay.
Market Position
Market Share: DLN's market share is moderate within the large-cap dividend ETF segment.
Total Net Assets (AUM): 5900000000
Competitors
Key Competitors
- SCHD
- VYM
- DVY
Competitive Landscape
The large-cap dividend ETF market is highly competitive. DLN's dividend-weighting strategy distinguishes it, but it faces stiff competition from larger, more established funds like SCHD and VYM which have lower expense ratios and greater AUM, giving them an advantage in liquidity and visibility. DLN tends to have a slightly different sector allocation which may appeal to some investors.
Financial Performance
Historical Performance: Historical performance data is unavailable at this time.
Benchmark Comparison: Benchmark data is unavailable at this time.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
DLN exhibits good liquidity, reflected in its healthy average trading volume.
Bid-Ask Spread
DLN has a relatively tight bid-ask spread, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends all influence DLN's performance, as dividend-paying stocks are sensitive to these factors.
Growth Trajectory
DLN's growth is tied to the performance of U.S. large-cap dividend-paying stocks; changes in its index methodology or dividend policies of its holdings can impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
DLN's competitive advantage lies in its dividend-weighting strategy, which emphasizes companies with higher aggregate dividend payouts, not just higher dividend yields. This approach can lead to a different portfolio composition compared to market-cap weighted dividend ETFs. WisdomTree's expertise in dividend-focused investing further strengthens its position. This approach provides a unique value proposition for investors looking for income with a focus on dividend sustainability.
Risk Analysis
Volatility
Historical volatility data is unavailable at this time.
Market Risk
DLN is subject to market risk, as its value can fluctuate with overall market movements and economic conditions. Specific risks include dividend cuts by its holdings and sector concentration risk.
Investor Profile
Ideal Investor Profile
DLN is suitable for investors seeking income from dividend-paying large-cap stocks and who are comfortable with a dividend-weighting strategy. It's a good option for those who want to diversify their portfolio with a dividend-focused ETF.
Market Risk
DLN is best suited for long-term investors seeking income and potential capital appreciation from dividend-paying stocks.
Summary
The WisdomTree U.S. LargeCap Dividend Fund (DLN) offers exposure to U.S. large-cap dividend stocks through a dividend-weighting strategy. It distinguishes itself by focusing on aggregate dividend payouts. While it faces competition from larger, lower-cost dividend ETFs, its unique weighting methodology provides a differentiated approach to dividend investing. DLN is suitable for long-term investors seeking income and potential capital appreciation from dividend-paying stocks.
Similar Companies
- SCHD
- VYM
- DVY
- RDIV
- DES
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. Consult with a financial advisor before making any investment decisions.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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