Wisdomtree Largecap Dividend Etf Profile
| DLN Etf | USD 69.54 0.63 0.91% |
Performance7 of 100
| Odds Of DistressLess than 9
|
WisdomTree LargeCap is selling at 69.54 as of the 23rd of April 2024; that is 0.91% increase since the beginning of the trading day. The etf's open price was 68.91. WisdomTree LargeCap has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for WisdomTree LargeCap Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2022 and ending today, the 23rd of April 2024. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The company has 110.32 M outstanding shares. More on WisdomTree LargeCap Dividend
Moving together with WisdomTree Etf
| 0.88 | VTV | Vanguard Value Index | PairCorr |
| 0.89 | VYM | Vanguard High Dividend | PairCorr |
| 0.89 | IWD | iShares Russell 1000 | PairCorr |
| 0.88 | DGRO | iShares Core Dividend | PairCorr |
| 0.99 | IVE | iShares SP 500 | PairCorr |
| 0.91 | DVY | iShares Select Dividend | PairCorr |
| 0.99 | SPYV | SPDR Portfolio SP | PairCorr |
Moving against WisdomTree Etf
| 0.58 | FNGD | MicroSectors FANG Index | PairCorr |
| 0.48 | HUM | Humana Inc Earnings Call Tomorrow | PairCorr |
WisdomTree Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree LargeCap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree LargeCap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | Wisdomtree Largecap Dividend Fund |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2006-06-16 |
| Benchmark | WisdomTree U.S. LargeCap Dividend Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 3.84 Billion |
| Average Trading Valume | 115,387.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 302 |
| Market Maker | Susquehanna |
| Total Expense | 0.28 |
| Management Fee | 0.28 |
| Country Name | USA |
| Returns Y T D | 4.27 |
| Name | WisdomTree U.S. LargeCap Dividend Fund |
| Currency Code | USD |
| In Threey Volatility | 15.11 |
| 1y Volatility | 12.7 |
| 200 Day M A | 65.4625 |
| 50 Day M A | 70.0042 |
| Code | DLN |
| Updated At | 22nd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.55 |
WisdomTree LargeCap Dividend [DLN] is traded in USA and was established 2006-06-16. The fund is classified under Large Value category within WisdomTree family. The entity is thematically classified as Large Cap ETFs. WisdomTree LargeCap currently have 3.26 B in assets under management (AUM). , while the total return for the last 3 years was 7.7%.
WisdomTree LargeCap Dividend has about 16.71 M in cash with 76 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.68.
Check WisdomTree LargeCap Probability Of Bankruptcy
Top WisdomTree LargeCap Dividend Etf Constituents
| CSCO | Cisco Systems | Stock | Information Technology |
| MSFT | Microsoft | Stock | Information Technology |
| XOM | Exxon Mobil Corp | Stock | Energy |
| WMT | Walmart | Stock | Consumer Staples |
| VZ | Verizon Communications | Stock | Communication Services |
| T | ATT Inc | Stock | Communication Services |
| PM | Philip Morris International | Stock | Consumer Staples |
WisdomTree LargeCap Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of WisdomTree LargeCap jumping above the current price in 90 days from now is about 47.65%. The WisdomTree LargeCap Dividend probability density function shows the probability of WisdomTree LargeCap etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon WisdomTree LargeCap has a beta of 0.9077 suggesting WisdomTree LargeCap Dividend market returns are highly reactive to returns on the market. As the market goes up or down, WisdomTree LargeCap is expected to follow. Additionally, wisdomTree LargeCap Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of WisdomTree LargeCap to move above the current price in 90 days from now is about 47.65 (This WisdomTree LargeCap Dividend probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
WisdomTree LargeCap Top Holders
| HCMNX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMWX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMZX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMPX | Hcm Dividend Sector | Mutual Fund | Large Value |
| GPMIX | Guidepath Multi Asset Income | Mutual Fund | Allocation--50% to 70% Equity |
| QBDSX | Quantified Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
| QBDAX | Quantified Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
WisdomTree LargeCap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree LargeCap market risk premium is the additional return an investor will receive from holding WisdomTree LargeCap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree LargeCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WisdomTree LargeCap's alpha and beta are two of the key measurements used to evaluate WisdomTree LargeCap's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0728 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.03) |
WisdomTree LargeCap Against Markets
Picking the right benchmark for WisdomTree LargeCap etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree LargeCap etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree LargeCap is critical whether you are bullish or bearish towards WisdomTree LargeCap Dividend at a given time. Please also check how WisdomTree LargeCap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in WisdomTree LargeCap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Bonds Directory Now
Bonds DirectoryFind actively traded corporate debentures issued by US companies |
| All Next | Launch Module |
How to buy WisdomTree Etf?
Before investing in WisdomTree LargeCap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree LargeCap. To buy WisdomTree LargeCap etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree LargeCap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree LargeCap etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located WisdomTree LargeCap Dividend etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased WisdomTree LargeCap Dividend etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree LargeCap Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree LargeCap guide.
Already Invested in WisdomTree LargeCap Dividend?
The danger of trading WisdomTree LargeCap Dividend is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree LargeCap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree LargeCap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree LargeCap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree LargeCap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree LargeCap's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree Largecap Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree Largecap Dividend Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree LargeCap Dividend. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of WisdomTree LargeCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree LargeCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree LargeCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree LargeCap's market value can be influenced by many factors that don't directly affect WisdomTree LargeCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree LargeCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree LargeCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree LargeCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.