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

ETF | Mid-Cap Value |

Last Closing

USD 49.7

Change

+0.69 (+1.41)%

Market Cap

N/A

Volume

0.14M

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: 2025-03-17 )

Largest Industry Peers for Mid-Cap Value

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

+2.28 (+1.43%)

USD 17.59B
IWS iShares Russell Mid-Cap Value ..

+1.75 (+1.40%)

USD 12.73B
IJJ iShares S&P Mid-Cap 400 Value ..

+1.73 (+1.44%)

USD 8.37B
PVAL Putnam Focused Large Cap Value..

+0.41 (+1.09%)

USD 2.21B
KOMP SPDR Kensho New Economies Comp..

+0.82 (+1.71%)

USD 2.02B
IVOV Vanguard S&P Mid-Cap 400 Value..

+1.34 (+1.46%)

USD 0.87B
XMLV Invesco S&P MidCap Low Volatil..

+0.68 (+1.11%)

USD 0.77B
DIV Global X SuperDividend U.S. ET..

+0.17 (+0.91%)

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

+0.54 (+0.95%)

USD 0.61B
XMVM Invesco S&P MidCap Value with ..

+0.59 (+1.12%)

USD 0.25B

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 -2.49% 40% F 36% F
Dividend Return 0.15% 100% F 3% F
Total Return -2.34% 60% D- 35% F
Trailing 12 Months  
Capital Gain 6.49% 43% F 62% D
Dividend Return 2.23% 86% B+ 39% F
Total Return 8.72% 50% F 59% D-
Trailing 5 Years  
Capital Gain 125.50% 56% F 68% D+
Dividend Return 23.32% 88% B+ 51% F
Total Return 148.82% 56% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.65% 44% F 68% D+
Dividend Return 13.92% 44% F 68% D+
Total Return 2.27% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 24.18% 69% C- 45% F
Risk Adjusted Return 57.56% 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.