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

ETF | Mid-Cap Value |

Last Closing

USD 53.03

Change

-0.18 (-0.34)%

Market Cap

N/A

Volume

0.10M

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: 2024-11-15 )

Largest Industry Peers for Mid-Cap Value

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

-0.34 (-0.20%)

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

-0.81 (-0.60%)

USD 13.98B
IJJ iShares S&P Mid-Cap 400 Value ..

-0.97 (-0.75%)

USD 7.73B
KOMP SPDR Kensho New Economies Comp..

-0.44 (-0.85%)

USD 2.17B
PVAL Putnam Focused Large Cap Value..

-0.25 (-0.64%)

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

-0.76 (-0.76%)

USD 0.98B
XMLV Invesco S&P MidCap Low Volatil..

+0.02 (+0.03%)

USD 0.85B
DIV Global X SuperDividend U.S. ET..

+0.09 (+0.49%)

USD 0.65B
VUSE Vident Core U.S. Equity Fund

-0.82 (-1.36%)

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

-0.41 (-0.69%)

USD 0.28B

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 16.06% 64% D 69% C-
Dividend Return 1.96% 85% B 37% F
Total Return 18.02% 71% C- 68% D+
Trailing 12 Months  
Capital Gain 26.41% 75% C 72% C
Dividend Return 2.82% 88% B+ 39% F
Total Return 29.24% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 41.26% 31% F 67% D+
Dividend Return 14.01% 88% B+ 45% F
Total Return 55.27% 31% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.13% 38% F 66% D+
Dividend Return 12.35% 38% F 66% D+
Total Return 2.22% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 24.35% 63% D 45% F
Risk Adjusted Return 50.72% 44% F 67% D+
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.