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

ETF | Mid-Cap Value |

Last Closing

USD 50.22

Change

+0.58 (+1.17)%

Market Cap

N/A

Volume

0.13M

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: 2025-04-02 )

Largest Industry Peers for Mid-Cap Value

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

+1.35 (+0.84%)

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

+1.39 (+1.10%)

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

+1.51 (+1.26%)

USD 8.37B
PVAL Putnam Focused Large Cap Value..

+0.27 (+0.71%)

USD 2.21B
KOMP SPDR Kensho New Economies Comp..

+0.75 (+1.60%)

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

+1.24 (+1.34%)

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

+0.23 (+0.37%)

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

-0.03 (-0.16%)

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

+0.53 (+0.93%)

USD 0.55B
XMVM Invesco S&P MidCap Value with ..

+0.72 (+1.36%)

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 -1.47% 60% D- 45% F
Dividend Return 0.15% 50% F 3% F
Total Return -1.32% 63% D 44% F
Trailing 12 Months  
Capital Gain 4.41% 43% F 61% D-
Dividend Return 1.81% 79% B- 36% F
Total Return 6.22% 50% F 56% F
Trailing 5 Years  
Capital Gain 125.30% 56% F 71% C-
Dividend Return 22.50% 88% B+ 52% F
Total Return 147.80% 56% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.71% 44% F 68% D+
Dividend Return 12.97% 44% F 68% D+
Total Return 2.26% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 23.09% 69% C- 45% F
Risk Adjusted Return 56.20% 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.