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Upturn AI SWOT - About
WisdomTree U.S. MidCap Dividend Fund (DON)
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Upturn Advisory Summary
08/13/2025: 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 15.63% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/13/2025 |
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.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated management team with extensive experience in ETF creation and management.
Investment Objective
Goal
To track the investment results of dividend-paying mid-capitalization companies in the U.S.
Investment Approach and Strategy
Strategy: DON aims to track the WisdomTree U.S. MidCap Dividend Index (WSDI).
Composition The ETF holds stocks of mid-cap companies with a focus on dividend yields.
Market Position
Market Share: DON holds a moderate market share within the mid-cap dividend ETF category.
Total Net Assets (AUM): 2104000000
Competitors
Key Competitors
- IWR
- IJH
- VO
- MDY
Competitive Landscape
The mid-cap ETF market is competitive with many established players. DON competes based on its dividend-focused strategy and weighting methodology. Advantages include potential for income, while disadvantages may involve deviations from market-cap weighted indexes.
Financial Performance
Historical Performance: Historical performance varies with market conditions and dividend yields.
Benchmark Comparison: Performance is typically compared to the Russell Midcap Index and similar dividend-focused indexes.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The ETF demonstrates reasonable liquidity based on its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and dividend payout trends affect DON's performance.
Growth Trajectory
Growth depends on mid-cap sector performance and dividend policies of the constituent companies.
Moat and Competitive Advantages
Competitive Edge
DON offers a focused strategy on dividend-paying mid-cap stocks, providing investors income potential. The fund utilizes a unique dividend weighting methodology. It provides diversification within the mid-cap space while emphasizing dividend returns. This can appeal to investors seeking both growth and income. WisdomTree's expertise in dividend-focused ETFs further strengthens its competitive position.
Risk Analysis
Volatility
Volatility is typical for mid-cap equity investments.
Market Risk
Market risk stems from fluctuations in the overall stock market and the performance of mid-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks dividend income along with exposure to mid-cap stocks.
Market Risk
Suitable for long-term investors seeking income and growth potential.
Summary
The WisdomTree U.S. MidCap Dividend Fund (DON) offers exposure to dividend-paying mid-cap companies. It is suitable for investors seeking both income and growth. It competes in a field dominated by market-cap weighted ETFs. WisdomTreeu2019s weighting methodology differentiates DON and potentially improves dividend yield. Investors must weigh risk and return against alternative ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
This data is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results.
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.