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

ETF | Mid-Cap Value |

Last Closing

USD 49.6

Change

-0.25 (-0.50)%

Market Cap

N/A

Volume

0.12M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-20 )

Largest Industry Peers for Mid-Cap Value

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

-0.50 (-0.31%)

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

-0.48 (-0.38%)

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

-0.82 (-0.67%)

USD 8.37B
PVAL Putnam Focused Large Cap Value..

+0.01 (+0.03%)

USD 2.21B
KOMP SPDR Kensho New Economies Comp..

-0.59 (-1.20%)

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

-0.57 (-0.61%)

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

-0.27 (-0.44%)

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

-0.05 (-0.26%)

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

-0.20 (-0.36%)

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

-0.19 (-0.35%)

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 -2.69% 47% F 35% F
Dividend Return 0.15% 100% F 3% F
Total Return -2.54% 53% F 35% F
Trailing 12 Months  
Capital Gain 2.84% 43% F 56% F
Dividend Return 2.16% 93% A 40% F
Total Return 5.00% 43% F 51% F
Trailing 5 Years  
Capital Gain 130.81% 56% F 70% C-
Dividend Return 23.92% 88% B+ 53% F
Total Return 154.72% 56% F 71% C-
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.