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

ETF | Large Value |

Last Closing

USD 80.46

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.15M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-07 )

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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 3.43% 79% B- 68% D+
Dividend Return 0.12% 11% F 2% F
Total Return 3.55% 79% B- 66% D+
Trailing 12 Months  
Capital Gain 12.01% 90% A- 74% C
Dividend Return 1.31% 44% F 27% F
Total Return 13.32% 90% A- 72% C
Trailing 5 Years  
Capital Gain 61.58% 64% D 72% C
Dividend Return 13.87% 44% F 41% F
Total Return 75.46% 70% C- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.55% 32% F 68% D+
Dividend Return 10.54% 26% F 67% D+
Total Return 1.99% 52% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 14.11% 49% F 66% D+
Risk Adjusted Return 74.71% 34% F 84% 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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.