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Upturn AI SWOT - About
WisdomTree U.S. LargeCap Dividend Fund (DLN)
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Upturn Advisory Summary
08/14/2025: DLN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.71% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 68.93 - 81.93 | Updated Date 06/29/2025 |
52 Weeks Range 68.93 - 81.93 | Updated Date 06/29/2025 |
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 high-dividend-yielding stocks and weights them based on aggregate cash dividends paid. This strategy targets income generation while maintaining exposure to established large-cap companies.
Reputation and Reliability
WisdomTree is a reputable ETF provider known for its fundamentally weighted ETFs and innovative investment strategies.
Management Expertise
WisdomTree has a dedicated management team with experience in ETF portfolio management and dividend-focused investing.
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 a dividend-weighted index of U.S. large-cap companies that pay dividends.
Composition The ETF holds a diversified portfolio of large-cap U.S. stocks selected for their dividend-paying capabilities. The weighting is based on the aggregate cash dividends paid by each company.
Market Position
Market Share: DLN has a moderate market share within the large-cap dividend ETF segment.
Total Net Assets (AUM): 5090000000
Competitors
Key Competitors
- Schwab U.S. Dividend Equity ETF (SCHD)
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The large-cap dividend ETF market is highly competitive, with numerous funds offering similar strategies. DLN differentiates itself through its specific dividend-weighting methodology. Advantages include potentially higher dividend yields, while disadvantages might include greater sector concentration and deviation from market-cap-weighted benchmarks compared to its competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical data can be found on financial websites.
Benchmark Comparison: Performance can be compared to benchmarks like the S&P 500 Dividend Aristocrats Index or similar dividend-focused indices.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
The ETF's average trading volume indicates good liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting efficient trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth can influence dividend yields and stock valuations, affecting DLN's performance. Sector growth prospects within the large-cap space also play a role.
Growth Trajectory
Growth trends depend on dividend payouts from its underlying holdings. Changes in strategy are publicly disclosed by WisdomTree.
Moat and Competitive Advantages
Competitive Edge
WisdomTree U.S. LargeCap Dividend Fund differentiates itself through its dividend-weighting methodology. Unlike market-cap weighted funds, DLN weights its holdings based on the aggregate cash dividends paid, potentially leading to a higher dividend yield. This approach offers investors a targeted exposure to companies that are committed to returning capital to shareholders. However, it also carries the risk of being overweight in certain sectors or individual companies compared to broader market indices.
Risk Analysis
Volatility
Volatility is typical for equity-based ETFs. Refer to historical volatility metrics for specific measurements.
Market Risk
Specific risks include market risk, sector concentration risk, and dividend risk (companies may cut or eliminate dividends).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income from dividends, has a moderate risk tolerance, and desires exposure to large-cap U.S. equities.
Market Risk
DLN is suitable for long-term investors seeking dividend income and diversification within their portfolio.
Summary
WisdomTree U.S. LargeCap Dividend Fund (DLN) offers exposure to dividend-paying U.S. large-cap companies, weighted by aggregate cash dividends paid. Its dividend-focused strategy may appeal to income-seeking investors, but sector concentration can be higher than broader market-cap-weighted indices. The fund's expense ratio is reasonable, and liquidity is generally good. Investors should consider its weighting methodology and sector exposure compared to other dividend ETFs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.