DLN ETF Analysis: U.S. LargeCap Dividend Fund | NYSE

US Equity | NYSE, USA | Market Cap: 6.349m USD | 12M Return: 18% | US97717W3079 | Charts, Fundamentals & Technical Analysis

Dividend Stocks, Large Cap, U.S. Market, Income Focus
Total Rating 66
Safety 50
Buy Signal 0.12
US Equity
Category Rotation: -7.5
TER: 0.27%
AUM: 6.35B
Avg Turnover: 14.5M
Risk 3d forecast
Volatility9.18%
VaR 5th Pctl1.70%
VaR vs Median3.12%
Reward TTM
Sharpe Ratio1.46
Rel. Str. IBD64.9
Rel. Str. Peer Group64 pctl
Character TTM
Beta0.557
Beta Downside0.575
Hurst Exponent0.531
Choppyness58.9%
Drawdowns 3y
Max DD13.71%
CAGR/Max DD1.47
CAGR/Mean DD14.68

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.0% 10
Feb -0.6% 8
Mar +0.0% 7
Apr +0.1% 5
May +0.2% 8
Jun -0.6% 8
Jul +0.9% 43
Aug -0.2% 20
Sep -1.8% 42
Oct -2.0% 28
Nov +1.9% 54
Dec +0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DLN U.S. LargeCap Dividend Fund

The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an exchange-traded fund that invests at least 80% of its net assets in constituents of a proprietary dividend-weighted index. The index is rebalanced annually based on each companys projected share of aggregate cash dividends for the coming year, using the most recently declared dividend per share as a measure of fundamental value. The fund is structured as non-diversified, meaning it may concentrate holdings in a limited number of issuers.

DLN falls within the U.S. large-cap value segment of the ETF market, targeting established, dividend-paying American companies. Its dividend-weighted methodology distinguishes it from traditional market-cap-weighted large-cap funds, as constituent weightings are driven by forward-looking dividend payments rather than share price or total market value.

Headlines to Watch Out For
  • Dividend ETF faces yield competition from rising bond alternatives
  • Large-cap value rotation boosts dividend-weighted index inflows
  • Fund benefits from mature U.S. large-cap dividend payer concentration
What is the price of DLN shares?

As of November 01, 2026, the stock is trading at USD 100.63 with a total of 76,765 shares traded. Over the past week, the price has changed by +0.99%, over one month by +2.99%, over three months by +2.82% and over the past year by +18.01%.

Current recommended Stop Loss: 99.10 (which is 1.5% or 2.4 ATR below the current price).

Is DLN a buy, sell or hold?

U.S. LargeCap Dividend Fund has no consensus analysts rating.