We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from April 25, 2023.
WisdomTree US LargeCap Dividend ETF DLN
Morningstar’s Analysis DLN
Will DLN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.64 | 156.3 Mil | Technology |
Microsoft Corp | 3.34 | 143.5 Mil | Technology |
JPMorgan Chase & Co | 3.24 | 139.2 Mil | Financial Services |
Broadcom Inc | 2.86 | 122.9 Mil | Technology |
Exxon Mobil Corp | 2.84 | 121.8 Mil | Energy |
AbbVie Inc | 2.66 | 114.5 Mil | Healthcare |
Johnson & Johnson | 2.33 | 100.0 Mil | Healthcare |
NVIDIA Corp | 2.26 | 97.0 Mil | Technology |
The Home Depot Inc | 2.08 | 89.5 Mil | Consumer Cyclical |
Procter & Gamble Co | 1.99 | 85.4 Mil | Consumer Defensive |