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Upturn AI SWOT - About
WisdomTree U.S. MidCap Dividend Fund (DON)
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Upturn Advisory Summary
10/10/2025: DON (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.25% | Avg. Invested days 77 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 42.22 - 55.10 | Updated Date 06/29/2025 |
52 Weeks Range 42.22 - 55.10 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. MidCap Dividend Fund
ETF Overview
Overview
The WisdomTree U.S. MidCap Dividend Fund (DON) seeks to track the investment results of dividend-paying mid-capitalization companies in the U.S. equity market. It focuses on dividend income and capital appreciation by investing in companies with relatively high dividend yields.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative dividend-weighted and fundamentally weighted strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in quantitative investing and dividend strategies.
Investment Objective
Goal
To track the investment results of dividend-paying mid-capitalization companies in the U.S.
Investment Approach and Strategy
Strategy: The fund employs a dividend-weighting methodology, giving higher weights to companies that pay out more in dividends.
Composition Primarily composed of mid-cap U.S. dividend-paying stocks across various sectors.
Market Position
Market Share: Data not available to calculate market share.
Total Net Assets (AUM): 2276382440
Competitors
Key Competitors
- IWR (iShares Russell Mid-Cap ETF)
- IJH (iShares Core S&P Mid-Cap ETF)
- VO (Vanguard Mid-Cap ETF)
Competitive Landscape
The mid-cap ETF market is competitive, with numerous funds offering exposure to this segment of the market. DON's dividend-focused strategy differentiates it, potentially appealing to income-seeking investors. However, its performance relative to cap-weighted alternatives depends on market conditions. DON may underperform cap-weighted indices during growth phases.
Financial Performance
Historical Performance: Historical financial performance data not available for all time periods.
Benchmark Comparison: Performance should be compared against mid-cap dividend indices.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, contributing to relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of mid-cap companies influence the fund's performance.
Growth Trajectory
The growth trajectory depends on the performance of mid-cap dividend stocks and investor demand for dividend-focused strategies. The fund rebalances annually.
Moat and Competitive Advantages
Competitive Edge
DON's competitive edge lies in its dividend-weighted methodology, providing targeted exposure to higher-yielding mid-cap stocks. This strategy can be attractive in income-focused environments or when dividend yields are relatively high. WisdomTree's reputation and experience in dividend investing further strengthens its position. The dividend focus differentiates it from standard cap-weighted mid-cap ETFs.
Risk Analysis
Volatility
Volatility is typical of mid-cap equities, which can be higher than large-cap equities.
Market Risk
Market risk is inherent in equities, including potential economic downturns, sector-specific challenges, and company-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor is income-seeking, risk-tolerant, and looking for mid-cap equity exposure with a dividend focus.
Market Risk
Suitable for long-term investors seeking dividend income and potential capital appreciation.
Summary
The WisdomTree U.S. MidCap Dividend Fund offers exposure to dividend-paying mid-cap stocks with a dividend-weighting methodology. It's best suited for investors who are income-focused and comfortable with mid-cap equity risk. The fund's performance is sensitive to dividend policies and economic conditions. It provides a differentiated approach compared to standard market-cap weighted mid-cap ETFs. WisdomTree's experience in dividend strategies supports the fund's investment objective.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data may not be readily available and is thus represented as null. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. MidCap Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.