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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
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Healthy Fund Size
With several billion dollars in assets, the ETF is well established, which can support better liquidity and trading efficiency for investors.
Generally Positive Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating recent upward momentum.
Negative Factors
Higher-Than-Index Expense Ratio
The fund’s expense ratio is noticeably higher than many low-cost index ETFs, which can eat into long-term returns.
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering very little geographic diversification outside the United States.
Mixed Performance Among Top Holdings
Some of the largest positions, such as Best Buy, Omnicom Group, and American Financial Group, have shown weak or negative performance year-to-date, which can drag on the fund’s overall results.
DON vs. SPDR S&P 500 ETF (SPY)
AUM3.93B
RegionNorth America
Expense Ratio0.38%
Beta0.75
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.32%
Asset ClassEquity
Index TrackedWisdomTree US MidCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume172,412
30 Day Avg. Volume178,797
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
60.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering296
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 holds a wide mix of sectors, including financials, industrials, and consumer companies. Well-known names in the fund include Best Buy and Clorox. Someone might invest in DON to seek a mix of potential long-term growth and regular dividend income, while spreading risk across many mid-sized companies. A key risk is that mid-cap stocks can still be volatile, 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 is leaning into U.S. mid-cap value and dividends, with financials and industrials clearly in the driver’s seat. Snap-on and Stanley Black & Decker have been steady climbers, giving the fund a solid backbone from the industrial side, while Franklin Resources and Blue Owl Capital add financial muscle, though Blue Owl’s recent wobble has taken a bit of shine off. On the consumer front, Clorox and Hasbro are rising but still working through past bumps, and Best Buy is losing steam, modestly dragging on performance. Overall, it’s a U.S.-only, broadly diversified mid-cap income play rather than a big-tech story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 1.29% | $50.89M | $18.19B | 46.20% | 60 Neutral | |
| Franklin Resources | 1.15% | $45.31M | $14.11B | 31.95% | 74 Outperform | |
| Hasbro | 1.15% | $45.15M | $14.25B | 67.00% | 56 Neutral | |
| Clorox | 1.13% | $44.49M | $15.07B | -15.74% | 55 Neutral | |
| Best Buy Co | 1.09% | $42.66M | $13.59B | -28.79% | 62 Neutral | |
| Stanley Black & Decker | 1.01% | $39.89M | $13.89B | 2.95% | 68 Neutral | |
| AES | 0.95% | $37.24M | $11.54B | 63.14% | 65 Neutral | |
| American Financial Group | 0.90% | $35.55M | $10.76B | 4.64% | 67 Neutral | |
| Snap-on | 0.89% | $35.16M | $19.69B | 11.69% | 78 Outperform | |
| Antero Midstream | 0.89% | $34.97M | $9.89B | 25.43% | 78 Outperform |
DON Technical Analysis
Positive
―
Price Trends
53.29
Positive
52.09
Positive
50.99
Positive
Market Momentum
0.82
Negative
65.99
Neutral
74.52
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 54.58, equal to the 50-day MA of 53.29, and equal to the 200-day MA of 50.99, indicating a bullish trend. The MACD of 0.82 indicates Negative momentum. The RSI at 65.99 is Neutral, neither overbought nor oversold. The STOCH value of 74.52 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
56.01
5.08
9.97%
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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