DLNWisdomTree U.S. LargeCap Dividend Fund
Tracks the price and yield performance of the WisdomTree U.S. LargeCap Dividend Index.
By WisdomTree · Launched 2006
Annual Cost
0.28%
#1,253 of 5,853 · low cost
Fund Size
$6.1B
#407 of 5,853 · large
Return (1Y)Goal
+20.0%
Track Record
20 years
#301 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,828+18.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Dividend
Index tracked
WisdomTree US LargeCap Dividend Index
What it actually holds
By weightConcentration
Top 10 holdings = 24.7% of fund✓ well diversified
NVIDIA Corp.
3.4%
JPMorgan Chase & Co.
3.3%
Microsoft Corp.
3.0%
Apple Inc.
2.9%
Exxon Mobil Corp.
2.8%
CHEVRON CORP
2.3%
Johnson & Johnson
2.1%
Broadcom Inc
1.9%
AbbVie Inc.
1.6%
Philip Morris International Inc.
1.4%
Asset allocation
Stocks
100.0%
By sector
Technology
21.6%
Financial Services
17.7%
Healthcare
13.4%
Consumer Defensive
8.9%
Industrials
8.0%
Communication
7.7%
Energy
7.0%
Utilities
5.7%
Other
9.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.0%Low
Year-on-year price swings
Max drawdown
-35.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.11Strong risk-adjusted returns
Sortino (3Y)
1.61Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. LargeCap Dividend Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. LargeCap Dividend Index, investing in the 300 largest U.S. dividend-paying companies. The Fund has significant exposure to the Financials and Information Technology sectors, reflecting the Index's characteristics.
- Inception date
- June 16, 2006
- Fund family
- WisdomTree
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Data updated on 2026-08-02