(DLN) WisdomTree U.S. LargeCap - Ratings and Ratios
Large-Cap, Dividend-Paying, US, Stocks
Description: DLN WisdomTree U.S. LargeCap
The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an ETF that tracks a fundamentally weighted index of large-capitalization U.S. dividend-paying stocks, with a focus on capturing the performance of this specific segment of the market.
As a non-diversified fund, DLNs investment strategy is concentrated on its target index, with at least 95% of its assets invested in constituent securities or economically equivalent investments. This approach allows the fund to closely mirror the performance of the underlying index.
From a performance perspective, key metrics to consider include the funds dividend yield, which is likely to be higher than the broader market given its focus on dividend-paying stocks. Additionally, the funds expense ratio, tracking error, and beta relative to the broader market are important KPIs to evaluate its efficiency and risk profile. As of the latest available data, the funds AUM stands at approximately $5.15 billion, indicating a sizable presence in the market.
To further assess DLNs attractiveness, one could examine its historical returns relative to peers and benchmarks, such as the S&P 500 or other large-cap value ETFs. Metrics like the Sharpe ratio, Sortino ratio, and information ratio can provide insights into the funds risk-adjusted performance and the value added by its investment strategy. Furthermore, analyzing the funds sector allocation and stock holdings can help investors understand its potential vulnerabilities and opportunities.
DLN ETF Overview
| Market Cap in USD | 5,251m |
| Category | Large Value |
| TER | 0.28% |
| IPO / Inception | 2006-06-16 |
DLN ETF Ratings
| Growth Rating | 77.1% |
| Fundamental | - |
| Dividend Rating | 45.5% |
| Return 12m vs S&P 500 | -4.70% |
| Analyst Rating | - |
DLN Dividends
| Dividend Yield 12m | 1.92% |
| Yield on Cost 5y | 3.63% |
| Annual Growth 5y | 1.74% |
| Payout Consistency | 97.2% |
| Payout Ratio | % |
DLN Growth Ratios
| Growth Correlation 3m | 94.6% |
| Growth Correlation 12m | 60.9% |
| Growth Correlation 5y | 92.9% |
| CAGR 5y | 15.62% |
| CAGR/Max DD 3y | 1.14 |
| CAGR/Mean DD 3y | 9.77 |
| Sharpe Ratio 12m | 0.36 |
| Alpha | -3.15 |
| Beta | 0.864 |
| Volatility | 8.79% |
| Current Volume | 232.2k |
| Average Volume 20d | 126.4k |
| Stop Loss | 83.4 (-3.1%) |
| Signal | 0.09 |
What is the price of DLN shares?
Over the past week, the price has changed by +1.40%, over one month by +1.72%, over three months by +7.18% and over the past year by +13.30%.
Is WisdomTree U.S. LargeCap a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of DLN is around 88.26 USD . This means that DLN is currently overvalued and has a potential downside of 2.53%.
Is DLN a buy, sell or hold?
What are the forecasts/targets for the DLN price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 99 | 15% |
Last update: 2025-09-08 04:36
DLN Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.85
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 5.25b USD (5.25b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 5.25b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 5.25b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(5.25b)/V(0.0) * Re(9.20%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.20% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for DLN ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle