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WisdomTree U.S. MidCap Dividend Fund (DON)
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Upturn Advisory Summary
12/04/2025: DON (1-star) is currently NOT-A-BUY. Pass it for now.
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 12.46% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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-cap companies in the U.S. equity market. It focuses on dividend income and capital appreciation, utilizing a fundamentally weighted index.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its fundamentally weighted and dividend-focused ETFs.
Management Expertise
WisdomTree has a dedicated team with expertise in indexing and quantitative investing.
Investment Objective
Goal
To track the investment results of dividend-paying mid-cap companies in the U.S.
Investment Approach and Strategy
Strategy: The fund tracks an index that weights companies based on their dividend payments rather than market capitalization.
Composition The ETF primarily holds stocks of mid-cap companies that pay dividends.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 1960000000
Competitors
Key Competitors
- IJH
- VO
- IWR
- SCHM
Competitive Landscape
The mid-cap ETF market is highly competitive. DON's dividend weighting strategy differentiates it, but it faces competition from broader market-cap weighted ETFs. Its dividend focus can be an advantage during income-seeking environments but may underperform during growth-focused periods. Lower expense ratios of some competitors pose a challenge.
Financial Performance
Historical Performance: Historical performance data unavailable in JSON format.
Benchmark Comparison: Benchmark comparison data unavailable in JSON format.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume is moderately high, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting efficient trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend yields impact DON. Sector performance within the mid-cap space also plays a significant role.
Growth Trajectory
Growth depends on dividend-paying mid-cap companies' performance. Changes to index methodology and holdings occur periodically.
Moat and Competitive Advantages
Competitive Edge
DON's competitive edge lies in its dividend-weighting strategy, which potentially provides a higher yield than market-cap weighted ETFs. This approach can be attractive to income-seeking investors. WisdomTree's brand recognition in the dividend ETF space further strengthens its position. Its fundamental weighting seeks to avoid overvaluation inherent in market cap weighted indexes, resulting in outperformance.
Risk Analysis
Volatility
Historical volatility depends on market conditions. Mid-cap stocks are inherently more volatile than large-cap stocks.
Market Risk
The ETF is subject to market risk, sector concentration risk, and dividend risk (companies may cut or suspend dividends).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking dividend income and capital appreciation from mid-cap stocks, and is comfortable with moderate risk.
Market Risk
This ETF is suitable for long-term investors seeking income and diversification, and who are willing to accept moderate levels of risk.
Summary
The WisdomTree U.S. MidCap Dividend Fund (DON) is a dividend-focused ETF that tracks mid-cap companies, offering potential for income and capital appreciation. Its dividend-weighting strategy differentiates it from market-cap weighted alternatives. The fund suits long-term investors seeking income but should be aware of market and dividend-related risks. Its expense ratio is reasonable considering its specialized approach. Overall, it provides a unique and targeted investment option within the mid-cap space.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
Data is based on available information and may not be entirely up-to-date. Market share data unavailable.
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.