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DON - ETF AI Analysis
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WisdomTree U.S. MidCap Dividend Fund (DON)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Dividend Focus
The ETF targets mid-cap companies with reliable dividend payouts, appealing to income-focused investors.
Sector Diversification
The fund spreads its investments across 11 sectors, reducing the impact of downturns in any single industry.
Reasonable Expense Ratio
The ETF charges a competitive expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Geographic Concentration
With over 99% exposure to U.S. companies, the fund lacks diversification across global markets.
Mixed Performance of Top Holdings
Several top holdings have underperformed year-to-date, potentially dragging down overall returns.
Sensitivity to Financial Sector
The fund has significant exposure to financial stocks, which could be vulnerable during periods of economic uncertainty.
DON vs. SPDR S&P 500 ETF (SPY)
AUM3.74B
RegionNorth America
Expense Ratio0.38%
Beta0.75
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.42%
Asset ClassEquity
Index TrackedWisdomTree US MidCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume158,503
30 Day Avg. Volume161,208
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
59.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering301
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DON Summary
The WisdomTree U.S. MidCap Dividend Fund (Ticker: DON) is an ETF that focuses on mid-sized U.S. companies with strong dividend histories. It tracks the WisdomTree US MidCap Dividend Index, offering exposure to industries like financials, industrials, and consumer cyclical. Some well-known companies in the fund include Evergy and CNA Financial. Investors might consider this ETF for a mix of growth potential and steady income through dividends, making it a good option for diversification. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, and the ETF’s performance can fluctuate with market conditions.
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
The WisdomTree U.S. MidCap Dividend Fund (DON) leans heavily into financials and industrials, which together make up over 40% of its portfolio, signaling a focus on steady dividend payers and economically sensitive sectors. Franklin Resources is rising thanks to its strategic push into digital assets, while Viatris shows mixed performance, balancing operational improvements with lingering financial challenges. On the downside, Clorox and Blue Owl Capital are dragging the fund, with Clorox facing operational disruptions and Blue Owl struggling with valuation concerns. Overall, the fund’s U.S.-centric approach offers a blend of growth and income, though sector concentration may amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Best Buy Co | 1.20% | $44.63M | $14.21B | -20.94% | 62 Neutral | |
| Viatris | 1.09% | $40.44M | $14.25B | 0.72% | 60 Neutral | |
| Franklin Resources | 1.06% | $39.62M | $12.70B | 17.59% | 74 Outperform | |
| Omnicom Group | 1.04% | $38.66M | $25.32B | -6.17% | 73 Outperform | |
| American Financial Group | 1.02% | $37.79M | $11.50B | 0.69% | 67 Neutral | |
| Hasbro | 0.99% | $36.67M | $11.62B | 47.86% | 56 Neutral | |
| Clorox | 0.97% | $36.04M | $12.11B | -37.93% | 55 Neutral | |
| Stanley Black & Decker | 0.90% | $33.56M | $11.64B | -6.35% | 68 Neutral | |
| AES | 0.90% | $33.35M | $10.06B | 12.66% | 65 Neutral | |
| Blue Owl Capital | 0.87% | $32.33M | $23.78B | -35.55% | 69 Neutral |
DON Technical Analysis
Positive
―
Price Trends
51.25
Positive
51.44
Positive
49.91
Positive
Market Momentum
0.29
Positive
54.67
Neutral
11.56
Positive
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 52.10, equal to the 50-day MA of 51.25, and equal to the 200-day MA of 49.91, indicating a bullish trend. The MACD of 0.29 indicates Positive momentum. The RSI at 54.67 is Neutral, neither overbought nor oversold. The STOCH value of 11.56 is Positive, 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
52.14
2.71
5.48%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap 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.
Disclaimer
This 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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