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

ETF | Mid-Cap Value |

Last Closing

USD 50.83

Change

+0.40 (+0.79)%

Market Cap

N/A

Volume

0.19M

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: 2024-09-26 )

Largest Industry Peers for Mid-Cap Value

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

+0.27 (+0.16%)

USD 18.00B
IWS iShares Russell Mid-Cap Value ..

+0.99 (+0.76%)

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

+1.27 (+1.04%)

USD 7.75B
SDVY First Trust SMID Cap Rising Di..

+0.15 (+0.42%)

USD 5.98B
KOMP SPDR Kensho New Economies Comp..

+0.80 (+1.66%)

USD 1.98B
PVAL Putnam Focused Large Cap Value..

+0.35 (+0.94%)

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

+0.99 (+1.05%)

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

+0.20 (+0.33%)

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

-0.04 (-0.22%)

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

+0.28 (+0.50%)

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 11.25% 61% D- 58% F
Dividend Return 1.82% 88% B+ 39% F
Total Return 13.07% 61% D- 56% F
Trailing 12 Months  
Capital Gain 23.70% 58% F 65% D
Dividend Return 2.81% 84% B 42% F
Total Return 26.51% 63% D 64% D
Trailing 5 Years  
Capital Gain 40.61% 21% F 65% D
Dividend Return 12.48% 79% B- 47% F
Total Return 53.09% 26% F 65% 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.