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

ETF | Mid-Cap Value |

Last Closing

USD 51.52

Change

0.00 (0.00)%

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: 2024-12-25 )

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 12.02% 69% C- 66% D+
Dividend Return 1.99% 73% C 33% F
Total Return 14.01% 69% C- 64% D
Trailing 5 Years  
Capital Gain 35.76% 31% F 68% D+
Dividend Return 13.21% 88% B+ 43% F
Total Return 48.97% 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.