(DLN) U.S. LargeCap Dividend Fund - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 6.071m USD | Total Return: 23.3% in 12m

Large-Cap Stocks, Dividend Equities, Index Fund
Total Rating 64
Safety 54
Buy Signal 0.42
Large Value
Category Rotation: +6.3
TER: 0.28%
AUM: 6.07B
Avg Turnover: 12.4M
Risk 3d forecast
Volatility9.16%
VaR 5th Pctl1.69%
VaR vs Median2.28%
Reward TTM
Sharpe Ratio2.06
Rel. Str. IBD55.1
Rel. Str. Peer Group43.6
Character TTM
Beta0.644
Beta Downside0.668
Hurst Exponent0.494
Drawdowns 3y
Max DD13.71%
CAGR/Max DD1.40
CAGR/Mean DD11.08

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: DLN U.S. LargeCap Dividend Fund

The WisdomTree U.S. LargeCap Dividend Fund (DLN) is a non-diversified ETF designed to track the performance of large-capitalization, dividend-paying companies within the United States. The fund employs a fundamental weighting strategy, prioritizing constituent securities based on aggregate cash dividends paid rather than traditional market capitalization. Under normal market conditions, the fund allocates at least 95% of its total assets to securities that mirror the economic characteristics of its underlying index.

Large-cap value funds typically focus on established corporations with stable cash flows and mature business models, which often result in lower volatility compared to growth-oriented sectors. Dividends serve as a primary mechanism for these companies to return capital to shareholders, often signaling financial health and disciplined management. Investors can further analyze these underlying equity metrics on ValueRay to gain deeper insights.

Headlines to Watch Out For
  • U.S. large-cap corporate earnings growth drives underlying constituent dividend payouts
  • Federal Reserve interest rate policy shifts impact demand for yield-bearing equities
  • Dividend growth rate of domestic large-cap companies determines fund net asset value
  • Broad U.S. consumer spending levels influence profitability of core index holdings
  • Shifts in institutional allocation toward value-oriented dividend strategies affect fund inflows
What is the price of DLN shares?

As of May 26, 2026, the stock is trading at USD 96.27 with a total of 69,100 shares traded.
Over the past week, the price has changed by +1.67%, over one month by +3.42%, over three months by +3.31% and over the past year by +23.25%.

Is DLN a buy, sell or hold?

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