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

ETF | Mid-Cap Value |

Last Closing

USD 51.52

Change

+0.40 (+0.78)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Mid-Cap Value

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

+1.26 (+0.78%)

USD 17.23B
IWS iShares Russell Mid-Cap Value ..

+0.95 (+0.73%)

USD 13.52B
IJJ iShares S&P Mid-Cap 400 Value ..

+1.07 (+0.86%)

USD 8.33B
KOMP SPDR Kensho New Economies Comp..

+0.69 (+1.34%)

USD 2.47B
PVAL Putnam Focused Large Cap Value..

+0.26 (+0.70%)

USD 1.59B
IVOV Vanguard S&P Mid-Cap 400 Value..

+0.70 (+0.73%)

USD 1.16B
XMLV Invesco S&P MidCap Low Volatil..

+0.41 (+0.67%)

USD 0.80B
DIV Global X SuperDividend U.S. ET..

+0.13 (+0.74%)

USD 0.63B
VUSE Vident Core U.S. Equity Fund

+0.78 (+1.31%)

USD 0.62B
XMVM Invesco S&P MidCap Value with ..

+0.48 (+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 12.76% 71% C- 67% D+
Dividend Return 1.96% 64% D 33% F
Total Return 14.72% 71% C- 63% D
Trailing 12 Months  
Capital Gain 12.00% 63% D 66% D+
Dividend Return 1.99% 73% C 34% F
Total Return 13.99% 69% C- 63% D
Trailing 5 Years  
Capital Gain 35.58% 31% F 68% D+
Dividend Return 13.19% 88% B+ 43% F
Total Return 48.77% 38% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.93% 38% F 67% D+
Dividend Return 13.17% 44% F 67% D+
Total Return 2.24% 94% A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 24.43% 69% C- 45% F
Risk Adjusted Return 53.93% 44% F 68% 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.