DON:NYE-WisdomTree U.S. MidCap Dividend Fund (USD)

ETF | Mid-Cap Value |

Last Closing

USD 51.01

Change

+0.78 (+1.55)%

Market Cap

N/A

Volume

0.12M

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: 2024-09-19 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Price(Change) Market Cap
VOE Vanguard Mid-Cap Value Index F..

+1.60 (+0.97%)

USD 17.48B
IWS iShares Russell Mid-Cap Value ..

+1.59 (+1.22%)

USD 13.01B
IJJ iShares S&P Mid-Cap 400 Value ..

+2.07 (+1.69%)

USD 7.61B
KOMP SPDR Kensho New Economies Comp..

+0.84 (+1.76%)

USD 1.95B
PVAL Putnam Focused Large Cap Value..

+0.45 (+1.20%)

USD 1.09B
IVOV Vanguard S&P Mid-Cap 400 Value..

+1.53 (+1.62%)

USD 0.88B
XMLV Invesco S&P MidCap Low Volatil..

+0.44 (+0.73%)

USD 0.83B
DIV Global X SuperDividend U.S. ET..

N/A

USD 0.63B
VUSE Vident Core U.S. Equity Fund

+0.78 (+1.40%)

USD 0.56B
XMVM Invesco S&P MidCap Value with ..

+1.06 (+1.93%)

USD 0.25B

ETFs Containing DON

WIZ 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.64% 71% C- 62% D
Dividend Return 1.52% 85% B 35% F
Total Return 13.16% 71% C- 59% D-
Trailing 12 Months  
Capital Gain 23.96% 67% D+ 69% C-
Dividend Return 2.76% 93% A 41% F
Total Return 26.72% 80% B- 68% D+
Trailing 5 Years  
Capital Gain 40.95% 27% F 67% D+
Dividend Return 12.36% 93% A 46% F
Total Return 53.31% 33% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.51% 47% F 70% C-
Dividend Return 12.81% 47% F 70% C-
Total Return 2.30% 93% A 49% F
Risk Return Profile  
Volatility (Standard Deviation) 22.25% 67% D+ 47% F
Risk Adjusted Return 57.57% 60% D- 76% C+
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.