DLN
DividendWisdomTree U.S. LargeCap Dividend Fund
WisdomTree · Tracks WisdomTree U.S. LargeCap Dividend Index · Inception Jun 16, 2006
Trailing returns
through Oct 23, 2026- 1 year
- +17.0%
- 3 year
- +20.9%
- annualized
- 5 year
- +12.0%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.28% expense ratio.
Based on $6.14B in net assets.
Top-10 holdings represent 23.4% of net assets.
Dividend base · ETF wrapper · 1.74% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through DLN, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare DLN's fee against another fund
Compounds the 0.28% expense ratio against a peer over decades.
Tool · Overlap
Compare DLN's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Dividend funds.
Tool · TLH
Find a tax-loss harvesting partner for DLN
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for DLN across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | MICROSOFT CORP | 3.69% |
| 2 | NVIDIA CORP | 3.58% |
| 3 | JP MORGAN CHASE & COMPANY | 2.88% |
| 4 | APPLE INC | 2.18% |
| 5 | BROADCOM INC | 2.18% |
| 6 | JOHNSON & JOHNSON | 2.03% |
| 7 | EXXONMOBIL HOLDINGS CORP | 1.85% |
| 8 | META PLATFORMS INC | 1.79% |
| 9 | ABBVIE INC | 1.75% |
| 10 | MORGAN STANLEY | 1.50% |
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