Morningstar Rating

ETF Research and Analysis

by Michael Rawson, CFA
WisdomTree LargeCap Dividend DLN is a suitable core U.S. equity holding for investors who want a value tilt and extra income. This index fund targets high-dividend-paying companies but does not weight them by market capitalization   Read more 

Bull Case

The fund offers convenient exposure to large dividend payers.
Because of a total-dividend weighting rather than a yield weighting, this dividend fund still concentrates in the largest, high-quality businesses, which are more likely to maintain their dividends.
The portfolio is well diversified by stock and sector.  Read more 

Bear Case

While the fund's expense ratio is reasonable, there are cheaper alternatives.
Money paid out to shareholders as dividends is not being reinvested in the business. This means investors frequently trade off some potential price appreciation for the higher current income, which may be less tax-efficient. Read more 

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