DLN vs DON: Holdings Overlap
DLNWisdomTree U.S. LargeCap Dividend Fund
WisdomTree · 309 holdings · $6.4B · as of 2026-03-31
DONWisdomTree U.S. Midcap Dividend Fund
WisdomTree · 295 holdings · $4.1B · as of 2026-03-31
How similar are DLN and DON?
WisdomTree U.S. LargeCap Dividend Fund (DLN, by WisdomTree) holds 309 positions; WisdomTree U.S. Midcap Dividend Fund (DON, by WisdomTree) holds 295. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0DLN holds 309 · DON holds 295
- Weight in Shared Holdings
- DLN 0%·DON 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DLN
309 of 309 positions (99.9% of the fund) are not held by DON. Showing the top 30 by weight.
Sector Breakdown
| Sector | DLN | DON |
|---|---|---|
| Financials | 17.6% | 22.3% |
| Information Technology | 17.8% | 4.2% |
| Industrials | 8.6% | 17.1% |
| Health Care | 13.4% | 2.2% |
| Consumer Discretionary | 5.1% | 10.2% |
| Other Sectors | 37.6% | 43.7% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DLN | +3.0% | +15.4% | +22.8% | +18.3% | +12.7% | +12.7% | 1.71% |
| DON | +3.0% | +14.3% | +18.2% | +12.4% | +9.3% | +9.4% | 2.27% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DLN vs DON →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do DLN and DON overlap?
DLN and DON overlap by 0.0% of portfolio weight. They share 0 holdings (DLN holds 309 positions and DON holds 295), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DLN and DON?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does DLN own that DON doesn't?
309 positions (99.9% of DLN) are unique to DLN, led by NVDA, JPM and MSFT. In the other direction, 295 positions (99.8% of DON) are unique to DON.