DLN News and Press, WisdomTree U.S. LargeCap Dividend Fund From 09/20/22

Summary Performance charts can mislead investors because sometimes they include rare one-off gains or losses early in the time series. Analyzing rolling returns lessens the importance of buying just at the right time. This article looks at six-month rolling returns for 73 U.S. ETF...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary For only holding a small sliver of the US market, NOBL has delivered remarkably similar returns to the market while still maintaining a higher dividend yield. By my calculation, we can expect NOBL to deliver a 1% premium over the broad market if inflation doesn't die down....

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary The strategic case holds that factors may help from both a return perspective and as a source of diversification. The recent performance turn will likely convince more investors that subpar factor performance in recent years was cyclical, not structural. Higher-quality...

Summary The value rotation story has been hard to miss - it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often heard in the narrative is that value had been floundering relative to growth for a long stretch leading u...

DTD and DLN are two of WisdomTree's domestic dividend ETFs tracking all-cap and large-cap equities. Expenses are 0.28% annually, and the two have similar long-term performance track records. Both ETFs are dividend-dollar weighted, ensuring stocks like Microsoft and Apple receive adequ...

DLN is a large-cap dividend ETF with a moderate yield. Its top 3 sectors are healthcare, technology and consumer staples. It looks better than the S&P 500 regarding aggregate valuation and quality metrics. It has lagged the benchmark since inception but has beaten it by a ...

WisdomTree U.S. LargeCap Dividend Fund ( DLN ) - $0.1100 . 30-Day SEC Yield of 2.56% as of July. 25. Payable Jul 28; for shareholders of record Jul 26; ex-div Jul 25. For further details see: WisdomTree U.S. LargeCap Dividend Fund declares monthly distribution of...

Historically, the best time to overweight value stocks has been in the early stages of a recovery, when economic growth is accelerating, and value tends to be cheap. Aside from energy, few sectors or styles have produced positive returns in 2022, but until recently value consistently ...