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

ETF | Mid-Cap Value |

Last Closing

USD 46.41

Change

+1.07 (+2.36)%

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: 2025-04-22 )

Largest Industry Peers for Mid-Cap Value

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

+3.53 (+2.37%)

USD 16.27B
IWS iShares Russell Mid-Cap Value ..

+3.24 (+2.80%)

USD 12.48B
IJJ iShares S&P Mid-Cap 400 Value ..

+2.76 (+2.54%)

USD 6.97B
PVAL Putnam Focused Large Cap Value..

+0.77 (+2.21%)

USD 2.36B
KOMP SPDR Kensho New Economies Comp..

+1.10 (+2.57%)

USD 1.89B
IVOV Vanguard S&P Mid-Cap 400 Value..

+2.11 (+2.52%)

USD 0.83B
XMLV Invesco S&P MidCap Low Volatil..

+1.35 (+2.32%)

USD 0.78B
DIV Global X SuperDividend U.S. ET..

+0.29 (+1.67%)

USD 0.62B
VUSE Vident Core U.S. Equity Fund

+1.38 (+2.59%)

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

+1.47 (+3.02%)

USD 0.23B

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 -8.95% 53% F 36% F
Dividend Return 0.15% 50% F 3% F
Total Return -8.80% 50% F 35% F
Trailing 12 Months  
Capital Gain -0.79% 43% F 49% F
Dividend Return 1.86% 79% B- 36% F
Total Return 1.07% 57% F 44% F
Trailing 5 Years  
Capital Gain 84.97% 50% F 72% C
Dividend Return 19.75% 88% B+ 51% F
Total Return 104.72% 56% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.74% 38% F 67% D+
Dividend Return 11.99% 50% F 68% D+
Total Return 2.25% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 22.09% 63% D 46% F
Risk Adjusted Return 54.26% 44% F 68% D+
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.