DLN
$85.05
WisdomTree U.S. LargeCap Dividend Fund
Fund Family: WisdomTree Trust
1 Month
+1.92%
YTD
+15.35%
1 Year
+15.35%
3 Year
+49.32%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
10.5%
of portfolio
MSFTMicrosoft Corp
3.36%AAPLApple Inc
3.34%NVDANVIDIA Corp
2.10%METAMeta Platforms Inc
1.02%GOOGAlphabet Inc.
0.69%Top 10 Holdings (26.3% of portfolio)
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | JPM | Finance and Insurance | 3.56% |
| 2 | Microsoft Corp | MSFT | Information | 3.36% |
| 3 | Apple Inc | AAPL | Manufacturing | 3.34% |
| 4 | Johnson & Johnson | JNJ | Manufacturing | 3.15% |
| 5 | Exxon Mobil Corp | XOM | Manufacturing | 2.91% |
| 6 | AbbVie Inc. | ABBV | Manufacturing | 2.23% |
| 7 | NVIDIA Corp | NVDA | Manufacturing | 2.10% |
| 8 | Chevron Corp | CHV | Unknown | 2.01% |
| 9 | Philip Morris International Inc. | 4I1 | Unknown | 1.97% |
| 10 | PepsiCo, Inc. | PEP | Manufacturing | 1.61% |
Fund Information
| Net Assets | $4.70B | Expense Ratio | N/A |
| Total Holdings | 301 | Annual Fee* | N/A |
| Inception Date | N/A | Fund Family | WisdomTree Trust |
*Annual fee per $10,000 invested