DON - ETF AI Analysis
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WisdomTree U.S. MidCap Dividend Fund (DON)
Rating:70Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Healthy Fund Size
With several billion dollars in assets, the fund is well established, which can support liquidity and trading ease for investors.
Negative Factors
High U.S.-Only Exposure
Almost all of the fund’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
While some of the largest positions have performed strongly, a few have been weak or lagging, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which slightly reduces the net return investors keep over time.
DON vs. SPDR S&P 500 ETF (SPY)
AUM3.86B
RegionNorth America
Expense Ratio0.38%
Beta0.74
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.84%
Asset ClassEquity
Index TrackedWisdomTree US MidCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume125,106
30 Day Avg. Volume126,566
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
62.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering295
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DON Summary
The WisdomTree U.S. MidCap Dividend Fund (DON) is an ETF that tracks the WisdomTree US MidCap Dividend Index, focusing on medium‑sized U.S. companies that pay dividends. It owns a wide mix of businesses across many industries, including well-known names like Best Buy and Clorox. Investors might consider DON if they want a balance of potential growth from mid-sized companies plus regular income from dividends, while spreading their money across many sectors. A key risk is that mid-cap stocks can be more volatile than large, well-known companies, so the fund’s value can go up and down with the market.
How much will it cost me?The WisdomTree U.S. MidCap Dividend Fund (Ticker: DON) has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is strategically managed to focus on mid-cap dividend-paying stocks, requiring more active oversight. However, it may appeal to investors seeking a blend of growth and income opportunities.
What would affect this ETF?The WisdomTree U.S. MidCap Dividend Fund (DON) could benefit from economic growth in the U.S., as mid-cap companies often thrive during expansions and the fund’s focus on dividend-paying stocks provides income stability. However, rising interest rates or economic slowdowns could negatively impact sectors like Financials and Real Estate, which have significant weight in the fund. Additionally, regulatory changes or shifts in consumer spending could affect holdings in Consumer Cyclical and Utilities sectors.
DON Top 10 Holdings
DON leans heavily into U.S. mid-cap dividend payers, with financials and industrials setting the tone. On the upside, energy names like APA and Permian Resources have been rising, giving the fund a helpful tailwind, while income-focused players such as Antero Midstream and Franklin Resources keep the dividend engine humming. On the flip side, consumer names like Hasbro and Best Buy have been more of a mixed bag, occasionally dragging on returns. Overall, the fund is well diversified across sectors but firmly anchored in the U.S. mid-cap value and income camp.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 1.43% | $55.17M | $19.39B | 100.84% | 60 Neutral | |
| Franklin Resources | 1.39% | $53.51M | $16.12B | 44.21% | 74 Outperform | |
| APA | 1.12% | $43.03M | $13.71B | 130.27% | 73 Outperform | |
| Hasbro | 1.09% | $42.04M | $12.47B | 33.83% | 56 Neutral | |
| Permian Resources | 1.00% | $38.65M | $17.11B | 60.69% | 81 Outperform | |
| Best Buy Co | 0.99% | $38.14M | $12.99B | -11.86% | 62 Neutral | |
| American Financial Group | 0.95% | $36.70M | $11.36B | 12.46% | 67 Neutral | |
| Omnicom Group | 0.95% | $36.44M | $21.36B | 2.46% | 73 Outperform | |
| Stanley Black & Decker | 0.94% | $36.07M | $11.89B | 16.70% | 68 Neutral | |
| Antero Midstream | 0.93% | $35.62M | $10.53B | 18.87% | 78 Outperform |
DON Technical Analysis
Positive
―
Price Trends
53.90
Positive
53.96
Positive
52.51
Positive
Market Momentum
0.11
Positive
56.82
Neutral
73.49
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DON, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.89, equal to the 50-day MA of 53.90, and equal to the 200-day MA of 52.51, indicating a bullish trend. The MACD of 0.11 indicates Positive momentum. The RSI at 56.82 is Neutral, neither overbought nor oversold. The STOCH value of 73.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DON.
DON Peer Comparison
Comparison Results
Performance Comparison
DON
WisdomTree U.S. MidCap Dividend Fund
55.25
6.89
14.25%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
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FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
IVOO
Vanguard S&P Mid-Cap 400 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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