DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 77.43

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-11 )

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PFV 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.46% 63% D 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.46% 63% D 55% F
Trailing 12 Months  
Capital Gain 8.48% 92% A 74% C
Dividend Return 1.37% 46% F 28% F
Total Return 9.85% 90% A- 71% C-
Trailing 5 Years  
Capital Gain 76.34% 51% F 67% D+
Dividend Return 15.81% 42% F 41% F
Total Return 92.15% 42% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.94% 26% F 67% D+
Dividend Return 10.95% 19% F 66% D+
Total Return 2.01% 52% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.46% 53% F 66% D+
Risk Adjusted Return 75.70% 34% F 85% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.