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DLN:NYSE Arca

WisdomTree LargeCap Dividend Fund – DLN ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
61.65-0.01 (-0.02%)49.12 - 63.0178.5 thousand (Below Avg)

Market data as of 3:59PM 05/24/13. Quotes are delayed by at least 15 min.

Overview - DLN

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend Index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree LargeCap Dividend Index. It attempts to invest all of its assets in the stocks that make up the index. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open61.43
Previous Close61.66
Day's Range61.26 - 61.66
Avg Volume (10 Day)114.0K
Total Assets$1.62B
Expense Ratio0.28%
Yield (Trailing 12 Mo.)2.94%
Fund Inception06/16/2006

Trailing Total Returns - DLN

as of 04/30/2013
TimeframeDLNS&P 500Large Value
1 Month2.63%1.93%2.26%
3 Month8.20%7.18%8.32%
Year-to-Date13.46%12.74%14.79%
1 Year17.69%16.89%20.42%
3 Year15.24%12.80%13.82%
5 Year5.21%5.21%5.83%
10 Year--7.88%8.04%
Since Inception5.68%10.38%--

Stock Sector Allocation - DLN

as of 04/30/2013
Basic Materials
 
3.45%
Consumer Cyclical
 
8.81%
Financial Services
 
9.86%
Real Estate
 
3.29%
Consumer Defensive
 
14.44%
Healthcare
 
11.77%
Utilities
 
6.18%
Communication Services
 
7.36%
Energy
 
10.72%
Industrials
 
10.21%
Technology
 
13.90%

Top Ten Holdings - DLN

as of 04/30/2013
CompanyYTD Return% of Assets
T14.09%3.63%
XOM1.77%3.36%
MSFT23.36%3.01%
AAPL-16.96%2.70%
JNJ21.03%2.62%
CVX12.05%2.51%
GE6.43%2.43%
PFE16.19%2.39%
VZ23.48%2.35%
PG15.12%2.18%

Valuation & Growth - DLN

as of 04/30/2013
ValuationDLNCategory Range
Price/Earnings16.76
Price/Book2.46
Price/Sales1.49
Price/Cash Flow9.14
Dividend Yield3.19
LT Earnings8.36
Historical Earnings12.33
Sales Growth3.85
Cash-Flow Growth4.06
Book-Value Growth6.6
Key:  Lo 
 Hi

Morningstar Summary - DLN, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskLow
ReturnHigh
Key:  Lo 
 Hi

Risk Analysis - DLN, 3 Year

Beta0.80
Standard Deviation12.42
Alpha4.37
Sharpe Ratio1.20
Mean16.08
R-Squared94.83

Tax Analysis - DLN, 3 Year Avg

Pretax Return15.24%
Tax-adjusted Return14.01%
Tax Cost Ratio1.06%
Potential Cap Gains13.19%

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