ARCA:DLN

WisdomTree U.S. LargeCap Dividend Fund

$ 82.84 -0.16 ( -0.19%) 04:00 PM EST
PE Ratio:
45.35
PB Ratio:
3.3
Volume:
233.03K
Dividend Yield %:
1.8
Last Holding update 2025-06-26 304 Stocks (3 new)
Value $4.69 Bil Turnover 2 %
Top Holdings: JPM(3.57%) MSFT(3.37%) AAPL(3.35%) JNJ(3.16%) XOM(2.92%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. LargeCap Dividend Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. LargeCap Dividend Fund Key Statistics

Name Value
Day's Open ($) 82.79
Day's Range ($) 82.715 - 82.9999
Day's Volume 233,030
52-Week Range ($) 69.32 - 83.6
Beta 0.82
3-Year Sharpe Ratio 0.56
3-Year Sortino Ratio 0.87
Volatility 11.31
14-Day RSI 67.86
14-Day ATR ($) 0.693645
20-Day SMA ($) 81.269

Fundamental Data

Name Value
Market Cap (Mil $) 5,053.24
Shares Outstanding (Mil) 61
PE Ratio 45.35
PE Ratio (10y Range) 14.5 - 45.35
PE Ratio (10y Median) 17.9
PB Ratio 3.3
PB Ratio (10y Range) 0.01 - 8.92
PB Ratio (10y Median) 2.9

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.49
Dividend Yield % 1.8
Dividend Yield % (10y Range) 1.76 - 3.87
Dividend Yield % (10y Median) 2.56
Next Dividend Payment Date
Dividend Frequency Monthly

DLN WisdomTree U.S. LargeCap Dividend Fund Fundamental Charts

Historical TTM Price-to-Earnings for DLN WisdomTree U.S. LargeCap Dividend Fund

Historical TTM Price-to-Earnings without NRI for DLN WisdomTree U.S. LargeCap Dividend Fund

Historical Price-to-Book Ratio for DLN WisdomTree U.S. LargeCap Dividend Fund

Historical Dividend Yields for DLN WisdomTree U.S. LargeCap Dividend Fund

WisdomTree U.S. LargeCap Dividend Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:DLN

No Available Data

ARCA:DLN is held by these investors

No Available Data
WisdomTree U.S. LargeCap Divid... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
682,347
167,379.7
+3.91%
3.570
+0.13%
0.020
+31.02%
+19.88%
785,872.3
Banks
MSFT
Microsoft Corp
420,832
157,976.1
-0.44%
3.370
-0.02%
0.010
+40.32%
+18.28%
3,691,149.9
Software
AAPL
Apple Inc
706,441
156,921.7
+0.48%
3.350
+0.02%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
JNJ
Johnson & Johnson
892,058
147,938.9
+0.71%
3.160
+0.02%
0.040
+4.75%
+9.52%
374,842.2
Drug Manufacturers
XOM
Exxon Mobil Corp
1,150,412
136,818.5
-0.21%
2.920
-0.01%
0.030
+14.36%
+8.09%
492,117.7
Oil & Gas
ABBV
AbbVie Inc
498,852
104,519.5
+1.55%
2.230
+0.03%
0.030
+9.02%
+8.80%
335,210.3
Drug Manufacturers
NVDA
NVIDIA Corp
910,699
98,701.6
-2.07%
2.110
-0.06%
0.000
+66.16%
+19.16%
3,902,009.1
Semiconductors
CVX
Chevron Corp
565,081
94,532.4
+0.28%
2.020
+0.01%
0.030
+13.27%
+8.28%
265,446.3
Oil & Gas
PM
Philip Morris International Inc
582,841
92,514.4
+2.99%
1.970
+0.06%
0.040
+19.99%
+50.09%
276,624.2
Tobacco Products
PEP
PepsiCo Inc
504,243
75,606.2
+0.72%
1.610
+0.01%
0.040
-2.69%
-9.43%
185,150.6
Beverages - Non-Alcoholic

WisdomTree U.S. LargeCap Dividend Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. LargeCap Dividend Fund's Top Stock Picks View Full List
Ticker
JPM
DTD
T
BAC
NVDA
PM
REGN
KO
MS
WFC
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.13%
●
225.19 ($254.94) 279.95
$282.78
10.92%
Add 3.91%
682,347
25,652
DTD
WisdomTree U.S. Total Dividend Fund
2025-03-31
Reduce
Reduce
-0.12%
●
74.87 ($77.65) 79.99
$80.29
3.40%
Reduce -70.44%
29,136
-69,425
T
AT&T Inc
2025-03-31
Add
Add
+0.08%
●
21.56 ($25.15) 28.28
$28.29
12.49%
Add 5.45%
2,659,327
137,433
BAC
Bank of America Corp
2025-03-31
Add
Add
+0.08%
●
39.61 ($44.56) 47.74
$47.15
5.81%
Add 6.63%
1,386,649
86,266
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.06%
●
106.98 ($126.74) 149.43
$160.00
26.24%
Reduce -2.07%
910,699
-19,244
PM
Philip Morris International Inc
2025-03-31
Add
Add
+0.06%
●
117.15 ($141.65) 158.79
$177.72
25.46%
Add 2.99%
582,841
16,909
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+0.05%
●
634.14 ($687.82) 744.83
$547.75
-20.36%
New holding
3,972
3,972
KO
Coca-Cola Co
2025-03-31
Add
Add
+0.05%
●
60.81 ($66.78) 72.32
$70.24
5.18%
Add 3.05%
1,033,313
30,593
MS
Morgan Stanley
2025-03-31
Add
Add
+0.05%
●
111.68 ($128.85) 141.08
$141.13
9.53%
Add 5.94%
363,549
20,377
WFC
Wells Fargo & Co
2025-03-31
Add
Add
+0.04%
●
66.78 ($75.08) 81.42
$81.59
8.67%
Add 4.94%
582,613
27,426

WisdomTree U.S. LargeCap Dividend Fund Total Holding History ($B)

To

WisdomTree U.S. LargeCap Dividend Fund's Asset Allocation

To

WisdomTree U.S. LargeCap Dividend Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. LargeCap Dividend Fund's Hypothetical Growth since 2025-03-31

WisdomTree U.S. LargeCap Dividend Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. LargeCap Dividend Fund's Holdings Heat Map

Size field:

WisdomTree U.S. LargeCap Dividend Fund's Holdings Bubble Chart

WisdomTree U.S. LargeCap Dividend Fund News

  • 1

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