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

ETF | Mid-Cap Value |

Last Closing

USD 52.14

Change

+0.23 (+0.44)%

Market Cap

N/A

Volume

0.16M

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: 2025-02-05 )

Largest Industry Peers for Mid-Cap Value

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

+1.25 (+0.76%)

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

+0.78 (+0.59%)

USD 13.88B
IJJ iShares S&P Mid-Cap 400 Value ..

+0.97 (+0.75%)

USD 8.23B
KOMP SPDR Kensho New Economies Comp..

+0.15 (+0.28%)

USD 2.08B
PVAL Putnam Focused Large Cap Value..

+0.27 (+0.70%)

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

+0.73 (+0.74%)

USD 0.95B
XMLV Invesco S&P MidCap Low Volatil..

+0.42 (+0.68%)

USD 0.79B
DIV Global X SuperDividend U.S. ET..

+0.06 (+0.32%)

USD 0.64B
VUSE Vident Core U.S. Equity Fund

+0.49 (+0.80%)

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

+0.68 (+1.19%)

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 2.30% 13% F 49% F
Dividend Return 0.08% 100% F 2% F
Total Return 2.37% 13% F 50% F
Trailing 12 Months  
Capital Gain 17.35% 43% F 70% C-
Dividend Return 2.40% 79% B- 38% F
Total Return 19.75% 57% F 70% C-
Trailing 5 Years  
Capital Gain 38.05% 25% F 67% D+
Dividend Return 13.75% 88% B+ 46% F
Total Return 51.80% 50% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.50% 44% F 68% D+
Dividend Return 13.76% 44% F 68% D+
Total Return 2.26% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 24.25% 69% C- 45% F
Risk Adjusted Return 56.77% 44% F 71% 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.