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

ETF | Mid-Cap Value |

Last Closing

USD 50.71

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.09M

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: 2024-09-22 )

ETFs Containing DON

WIZ 0.00 % 0.00 %

N/A

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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 10.99% 71% C- 61% D-
Dividend Return 1.52% 85% B 35% F
Total Return 12.51% 64% D 58% F
Trailing 12 Months  
Capital Gain 23.62% 67% D+ 68% D+
Dividend Return 2.77% 93% A 41% F
Total Return 26.39% 80% B- 68% D+
Trailing 5 Years  
Capital Gain 41.21% 20% F 67% D+
Dividend Return 12.19% 93% A 45% F
Total Return 53.41% 33% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.69% 44% F 70% C-
Dividend Return 13.00% 44% F 70% C-
Total Return 2.31% 93% A 50% F
Risk Return Profile  
Volatility (Standard Deviation) 22.17% 69% C- 47% F
Risk Adjusted Return 58.65% 56% F 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.