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Morningstar

WisdomTree US LargeCap Dividend ETF DLN

Morningstar Analyst Rating
Analyst rating as of

Morningstar’s Analysis DLN

Will DLN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLN’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DLN’s parent organization’s priorities and whether they’re in line with investors’ interests.

A clever dividend fund with appealing bells and whistles.

Analyst

Summary

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WisdomTree US LargeCap Dividend ETF takes a shrewd contrarian approach that emphasizes undervalued, fundamentally sound stocks. Incorporating quality and momentum characteristics bends the portfolio toward the quality factor and avoids value traps. Combined with sound diversification and a low fee, this approach should help the fund stack up well against the Russell 1000 Value Index over the long term, meriting a Morningstar Analyst Rating of Silver.

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