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

ETF | Mid-Cap Value |

Last Closing

USD 50.99

Change

-0.04 (-0.08)%

Market Cap

N/A

Volume

0.08M

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: 2024-09-24 )

Largest Industry Peers for Mid-Cap Value

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

+0.14 (+0.08%)

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

+0.19 (+0.14%)

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

+0.28 (+0.23%)

USD 7.61B
KOMP SPDR Kensho New Economies Comp..

+0.35 (+0.72%)

USD 1.98B
PVAL Putnam Focused Large Cap Value..

N/A

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

+0.12 (+0.13%)

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

+0.18 (+0.30%)

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

+0.01 (+0.05%)

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

+0.19 (+0.33%)

USD 0.58B
XMVM Invesco S&P MidCap Value with ..

-0.23 (-0.42%)

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 11.60% 64% D 61% D-
Dividend Return 1.52% 77% C+ 34% F
Total Return 13.12% 64% D 57% F
Trailing 12 Months  
Capital Gain 25.87% 73% C 68% D+
Dividend Return 2.52% 87% B+ 37% F
Total Return 28.39% 73% C 67% D+
Trailing 5 Years  
Capital Gain 40.82% 27% F 66% D+
Dividend Return 12.09% 87% B+ 44% F
Total Return 52.91% 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.