Wisdomtree Midcap Dividend Etf Profile

DON Etf  USD 47.46  0.30  0.64%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree MidCap is selling at 47.46 as of the 1st of May 2025; that is 0.64 percent increase since the beginning of the trading day. The etf's open price was 47.16. WisdomTree MidCap has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of April 2025 and ending today, the 1st of May 2025. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree MidCap Dividend

Moving together with WisdomTree Etf

  0.99VOE Vanguard Mid CapPairCorr
  0.8SDY SPDR SP DividendPairCorr
  1.0IWS iShares Russell MidPairCorr
  0.88SPYD SPDR Portfolio SPPairCorr
  0.99COWZ Pacer Cash Cows Sell-off TrendPairCorr

Moving against WisdomTree Etf

  0.74SPAQ Horizon Kinetics SPACPairCorr
  0.7PULS PGIM Ultra ShortPairCorr
  0.48BITI ProShares TrustPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Old NameWisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
Business ConcentrationSize And Style ETFs, Mid Cap ETFs, Mid-Cap Value, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2006-06-16
BenchmarkWisdomTree U.S. MidCap Dividend Index
Entity TypeRegulated Investment Company
Asset Under Management3.37 Billion
Average Trading Valume233,046.8
Asset TypeEquity
CategorySize and Style
FocusMid Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents335
Market MakerSusquehanna
Total Expense0.38
Management Fee0.38
Country NameUSA
Returns Y T D(6.27)
NameWisdomTree U.S. MidCap Dividend Fund
Currency CodeUSD
Open FigiBBG000BSWGB2
In Threey Volatility19.87
1y Volatility16.99
200 Day M A50.4937
50 Day M A48.5564
CodeDON
Updated At26th of December 2021
Currency NameUS Dollar
WisdomTree MidCap Dividend [DON] is traded in USA and was established 2006-06-16. The fund is classified under Mid-Cap Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree MidCap currently have 3.19 B in assets under management (AUM). , while the total return for the last 3 years was 6.9%.
Check WisdomTree MidCap Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree MidCap Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree MidCap Dividend Etf Constituents

CFCF Industries HoldingsStockMaterials
CVICVR EnergyStockEnergy
PNWPinnacle West CapitalStockUtilities
MKCMcCormick Company IncorporatedEtfConsumer Staples
MATMattel IncStockConsumer Discretionary
WUWestern Union CoStockFinancials
LBLandBridge Company LLCStockReal Estate
FNFFidelity National FinancialStockFinancials
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WisdomTree MidCap Top Holders

DESWisdomTree SmallCap DividendEtfSmall Value
ONEQCI ONE GlobalEtfGlobal Equity
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WisdomTree MidCap Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree MidCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree MidCap Against Markets

When determining whether WisdomTree MidCap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree MidCap's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree Midcap Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree Midcap Dividend Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree MidCap Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the CEOs Directory module to screen CEOs from public companies around the world.
The market value of WisdomTree MidCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree MidCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree MidCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree MidCap's market value can be influenced by many factors that don't directly affect WisdomTree MidCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree MidCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree MidCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree MidCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.