(DLN) WisdomTree U.S. LargeCap - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US97717W3079 • Large Value

DLN: Large-cap, Dividend-paying, US, Stocks

The WisdomTree U.S. LargeCap Dividend Fund, listed on NYSE ARCA under the ticker DLN, is designed to track the performance of a specific index that focuses on large-capitalization dividend-paying stocks in the U.S. market. This index is fundamentally weighted, meaning that the stocks are selected and weighted based on their fundamental metrics such as dividend yield, rather than their market capitalization. By doing so, the fund aims to provide exposure to a portfolio of established companies with a history of paying consistent dividends, which can be an attractive feature for income-seeking investors.

As part of its investment strategy, the fund will typically allocate at least 95% of its total assets to securities that are constituents of the underlying index or to investments that have similar economic characteristics. This approach allows the fund to closely replicate the performance of the index while also providing some flexibility to manage the portfolio efficiently. It's worth noting that the fund is considered non-diversified, which means it may invest a larger portion of its assets in a smaller number of securities, potentially increasing its risk profile compared to a diversified fund.

The fund's investment universe is comprised of large-capitalization stocks, which are generally considered to be less volatile than their small-cap or mid-cap counterparts. However, as with any investment, there are risks involved, and the fund's performance may fluctuate in response to changes in the overall market, interest rates, and other economic factors. The fund is listed in the United States and is classified as an exchange-traded fund (ETF), providing investors with the benefits of trading flexibility and transparency. With its focus on large-cap dividend payers, the WisdomTree U.S. LargeCap Dividend Fund can be a useful addition to a portfolio for investors seeking regular income and exposure to established U.S. companies.

Additional Sources for DLN ETF

DLN ETF Overview

Market Cap in USD 4,533m
Category Large Value
TER 0.28%
IPO / Inception 2006-06-16

DLN ETF Ratings

Growth 5y 82.1%
Fundamental -
Dividend 46.2%
Rel. Strength Industry 20.6
Analysts -
Fair Price Momentum 82.56 USD
Fair Price DCF -

DLN Dividends

Dividend Yield 12m 1.95%
Yield on Cost 5y 3.35%
Annual Growth 5y 1.73%
Payout Consistency 96.9%

DLN Growth Ratios

Growth Correlation 3m -29.3%
Growth Correlation 12m 95%
Growth Correlation 5y 93%
CAGR 5y 11.43%
CAGR/Mean DD 5y 2.64
Sharpe Ratio 12m 1.58
Alpha -2.50
Beta 0.88
Volatility 13.46%
Current Volume 275.6k
Average Volume 20d 243.9k
What is the price of DLN stocks?
As of January 23, 2025, the stock is trading at USD 79.81 with a total of 275,600 shares traded.
Over the past week, the price has changed by +1.50%, over one month by +2.05%, over three months by +0.35% and over the past year by +21.78%.
Is WisdomTree U.S. LargeCap a good stock to buy?
Yes. Based on ValueRay Analyses, WisdomTree U.S. LargeCap (NYSE ARCA:DLN) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 82.14 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DLN as of January 2025 is 82.56. This means that DLN is currently overvalued and has a potential downside of 3.45%.
Is DLN a buy, sell or hold?
WisdomTree U.S. LargeCap has no consensus analysts rating.
What are the forecast for DLN stock price target?
According to ValueRays Forecast Model, DLN WisdomTree U.S. LargeCap will be worth about 91.4 in January 2026. The stock is currently trading at 79.81. This means that the stock has a potential upside of +14.56%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 91.4 14.6%