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

ETF | Mid-Cap Value |

Last Closing

USD 49.78

Change

-0.93 (-1.83)%

Market Cap

N/A

Volume

0.15M

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: 2025-01-10 )

Largest Industry Peers for Mid-Cap Value

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

-2.81 (-1.73%)

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

-2.00 (-1.54%)

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

-1.86 (-1.49%)

USD 8.33B
KOMP SPDR Kensho New Economies Comp..

-0.86 (-1.67%)

USD 2.47B
PVAL Putnam Focused Large Cap Value..

-0.49 (-1.31%)

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

-1.40 (-1.46%)

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

-1.11 (-1.84%)

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

-0.31 (-1.72%)

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

-0.91 (-1.54%)

USD 0.60B
XMVM Invesco S&P MidCap Value with ..

-1.04 (-1.89%)

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 -2.33% 27% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.33% 27% F 26% F
Trailing 12 Months  
Capital Gain 10.45% 29% F 64% D
Dividend Return 2.32% 71% C- 36% F
Total Return 12.77% 36% F 62% D
Trailing 5 Years  
Capital Gain 31.83% 31% F 67% D+
Dividend Return 13.68% 88% B+ 45% F
Total Return 45.51% 38% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.14% 38% F 67% D+
Dividend Return 13.39% 44% F 67% D+
Total Return 2.25% 94% A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 24.34% 69% C- 45% F
Risk Adjusted Return 55.00% 44% 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.