DLN

WisdomTree U.S. LargeCap Dividend Fund

1 year +16.3%

Assets$6.35BWisdomTree

Fee0.27%a year

Yield1.8%Monthly

This year+15.0%

5 years+12.4%a year on average

Components308top 10: 26%

Returns

This year +15.0% 1 year +16.3% 3 years, yearly +20.8% 5 years, yearly +12.4% 10 years, yearly +12.7%

The fund's own total return. Volatility 9.4% over one year, 9.8% over three; Sharpe ratio over three years 1.39.

Sectors

Technology21.8%

Financial Services17.6%

Healthcare14.5%

Consumer Defensive9.3%

Energy8.5%

Communication Services8.0%

Industrials7.1%

Utilities5.3%

Consumer Cyclicals4.3%

Real Estate3.6%

Basic Materials1.0%

Regions

North America100.0%

Asset classes

Stock US97.6%

Cash0.1%

Other0.1%

About the fund

Issuer: WisdomTree
Since: 2006-06-16
Listed on: NYSE ARCA
ISIN: US97717W3079
Turnover: 20% a year

The fund invests, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each constituent company is projected to pay in the coming year, based on the most recently declared dividend per share, a measure of fundamental value. It is non-diversified.

From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.