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

ETF | Mid-Cap Value |

Last Closing

USD 51.21

Change

+0.80 (+1.59)%

Market Cap

N/A

Volume

0.10M

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: 2025-01-14 )

Largest Industry Peers for Mid-Cap Value

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

+1.88 (+1.17%)

USD 17.16B
IWS iShares Russell Mid-Cap Value ..

+1.39 (+1.08%)

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

+1.33 (+1.07%)

USD 8.23B
KOMP SPDR Kensho New Economies Comp..

+0.43 (+0.85%)

USD 2.08B
PVAL Putnam Focused Large Cap Value..

+0.34 (+0.92%)

USD 1.64B
IVOV Vanguard S&P Mid-Cap 400 Value..

+1.05 (+1.10%)

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

+0.93 (+1.55%)

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

+0.25 (+1.40%)

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

+0.39 (+0.66%)

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

+1.15 (+2.12%)

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 0.47% 40% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.47% 40% F 66% D+
Trailing 12 Months  
Capital Gain 14.49% 50% F 68% D+
Dividend Return 2.34% 71% C- 37% F
Total Return 16.83% 71% C- 66% D+
Trailing 5 Years  
Capital Gain 32.67% 31% F 68% D+
Dividend Return 13.38% 88% B+ 44% F
Total Return 46.05% 44% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.22% 38% F 67% D+
Dividend Return 13.47% 44% F 67% D+
Total Return 2.25% 94% A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 24.32% 69% C- 45% F
Risk Adjusted Return 55.40% 44% F 70% 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.