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

ETF | Mid-Cap Value |

Last Closing

USD 51.39

Change

+0.24 (+0.47)%

Market Cap

N/A

Volume

0.08M

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: 2024-10-30 )

Largest Industry Peers for Mid-Cap Value

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

+0.19 (+0.11%)

USD 17.96B
IWS iShares Russell Mid-Cap Value ..

+0.19 (+0.14%)

USD 13.47B
IJJ iShares S&P Mid-Cap 400 Value ..

+0.05 (+0.04%)

USD 7.73B
KOMP SPDR Kensho New Economies Comp..

+0.07 (+0.14%)

USD 2.08B
PVAL Putnam Focused Large Cap Value..

+0.02 (+0.05%)

USD 1.31B
IVOV Vanguard S&P Mid-Cap 400 Value..

+0.20 (+0.20%)

USD 0.93B
XMLV Invesco S&P MidCap Low Volatil..

+0.09 (+0.15%)

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

+0.14 (+0.76%)

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

+0.07 (+0.12%)

USD 0.59B
XMVM Invesco S&P MidCap Value with ..

+0.49 (+0.87%)

USD 0.26B

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 -62.51% 21% F 7% C-
Dividend Return -26.12% 100% F 56% F
Total Return -88.63% 7% C- 6% D-
Trailing 12 Months  
Capital Gain -56.73% 25% F 6% D-
Dividend Return -29.41% 100% F 55% F
Total Return -86.14% 13% F 6% D-
Trailing 5 Years  
Capital Gain -53.98% 13% F 13% F
Dividend Return -22.30% 100% F 63% D
Total Return -76.28% 6% D- 12% F
Average Annual (5 Year Horizon)  
Capital Gain 10.46% 38% F 67% D+
Dividend Return 12.75% 38% F 68% D+
Total Return 2.29% 94% A 51% F
Risk Return Profile  
Volatility (Standard Deviation) 23.41% 69% C- 46% F
Risk Adjusted Return 54.47% 50% F 71% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.