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

ETF | Mid-Cap Value |

Last Closing

USD 51.49

Change

+0.69 (+1.36)%

Market Cap

N/A

Volume

0.07M

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: 2024-11-05 )

Largest Industry Peers for Mid-Cap Value

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

+2.17 (+1.31%)

USD 17.75B
IWS iShares Russell Mid-Cap Value ..

+1.69 (+1.29%)

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

+1.75 (+1.41%)

USD 7.73B
KOMP SPDR Kensho New Economies Comp..

+1.01 (+2.04%)

USD 2.08B
PVAL Putnam Focused Large Cap Value..

+0.40 (+1.06%)

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

+1.18 (+1.23%)

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

+0.79 (+1.30%)

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

+0.14 (+0.74%)

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

+0.85 (+1.47%)

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

+0.92 (+1.65%)

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 -62.44% 21% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -62.44% 21% F 8% B-
Trailing 12 Months  
Capital Gain -57.70% 25% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.70% 25% F 7% C-
Trailing 5 Years  
Capital Gain -54.18% 13% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -54.18% 13% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain 10.32% 38% F 68% D+
Dividend Return 12.55% 38% F 67% D+
Total Return 2.22% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 23.94% 63% D 45% F
Risk Adjusted Return 52.40% 50% F 69% 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.