DLN:ARCA-WisdomTree LargeCap Dividend Fund

ETF | Large Value | NYSE Arca

Last Closing

USD 87.17


0.00 (0.00)%

Market Cap

USD 1.90B



Analyst Target

Analyst Rating


ducovest Verdict



The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.

Inception Date: 16/06/2006

Primary Benchmark: WisdomTree LargeCap Dividend TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.28%

Management Expense Ratio: 0.28 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Value

ETFs Containing DLN

WBAL WisdomTree Balanced Incom.. 11.37 % 0.03 %

-0.05 (-0.22%)

USD 3.70M

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Capital Gain 3.22% 31% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.22% 31% F 34% F
Trailing 12 Months  
Capital Gain -7.86% 70% C- 56% F
Dividend Return 2.59% 63% D 48% F
Total Return -5.27% 67% D+ 55% F
Trailing 5 Years  
Capital Gain 31.92% 77% C+ 77% C+
Dividend Return 15.61% 56% F 53% F
Total Return 47.53% 72% C- 76% C
Average Annual (5 Year Horizon)  
Capital Gain 7.18% 64% D 72% C-
Dividend Return 9.92% 72% C- 73% C
Total Return 2.73% 67% D+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 7.59% 76% C 79% C+
Risk Adjusted Return 130.68% 88% B+ 94% A
Market Capitalization 1.90B 76% C 66% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike