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

ETF | Mid-Cap Value |

Last Closing

USD 51.03

Change

+0.32 (+0.63)%

Market Cap

N/A

Volume

0.64M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Mid-Cap Value

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

+1.08 (+0.65%)

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

+0.74 (+0.56%)

USD 13.49B
IJJ iShares S&P Mid-Cap 400 Value ..

+0.41 (+0.33%)

USD 7.61B
KOMP SPDR Kensho New Economies Comp..

+0.06 (+0.12%)

USD 1.98B
PEY Invesco High Yield Equity Divi..

-0.02 (-0.09%)

USD 1.34B
PVAL Putnam Focused Large Cap Value..

-0.12 (-0.32%)

USD 1.16B
IVOV Vanguard S&P Mid-Cap 400 Value..

+0.33 (+0.35%)

USD 0.94B
XMLV Invesco S&P MidCap Low Volatil..

+0.21 (+0.35%)

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

+0.14 (+0.76%)

USD 0.64B
VUSE Vident Core U.S. Equity Fund

+0.26 (+0.46%)

USD 0.58B

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 11.69% 73% C 63% D
Dividend Return 1.52% 71% C- 34% F
Total Return 13.21% 67% D+ 60% D-
Trailing 12 Months  
Capital Gain 24.01% 75% C 69% C-
Dividend Return 2.48% 81% B- 37% F
Total Return 26.49% 75% C 67% D+
Trailing 5 Years  
Capital Gain 40.69% 31% F 67% D+
Dividend Return 12.07% 81% B- 45% F
Total Return 52.77% 38% 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.