DLN
WisdomTree U.S. LargeCap Dividend Fund
1W: -0.8%
1M: -2.8%
3M: +0.4%
YTD: +10.5%
1Y: +12.5%
3Y: +66.4%
5Y: +75.3%
$97.78
+0.52 (+0.53%)
Weekly Expected Move ±1.1%
$95
$97
$98
$99
$100
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$6.1B
Holdings305
Top 10 Wt26.5%
Volume206,888
Avg Volume122,115
Beta0.76
Portfolio Fundamentals
P/E28.1
P/B8.7
Div Yield2.12%
ROE34.4%
% Profitable95%
Inception2006-06-16
Sector Allocation
Technology
22.2%
Financial Services
17.1%
Healthcare
14.1%
Consumer Defensive
8.7%
Communication Services
8.2%
Energy
8.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 4.95% | $306.8M | 602,587 |
| 2 | Nvidia Corp | NVDA | 4.03% | $249.8M | 1,091,453 |
| 3 | JPMorgan Chase & Co | JPM | 2.91% | $180.6M | 536,632 |
| 4 | Apple Inc | AAPL | 2.51% | $155.4M | 459,357 |
| 5 | Meta PlatformsInc. Cl A | META | 2.24% | $138.7M | 193,791 |
| 6 | Exxonmobil Holdings Corp | XOM | 2.16% | $133.9M | 823,995 |
| 7 | Johnson & Johnson | JNJ | 2.14% | $132.7M | 487,834 |
| 8 | Broadcom Inc | AVGO | 1.98% | $122.7M | 351,141 |
| 9 | AbbVie Inc | ABBV | 1.82% | $113.0M | 424,534 |
| 10 | Chevron Corp | CVX | 1.80% | $111.6M | 540,839 |