DONWisdomTree U.S. MidCap Dividend Fund
DON Fund Description
The WisdomTree U.S. MidCap Dividend Fund tracks a dividend-weighted index of midcap stocks.
DON Factset Analytics Insight
Focusing on exclusively dividend-paying US mid-caps, DON's portfolio yield is higher than that of our vanilla benchmark, with an unusual coverage profile. It selects from the top 75% of WisdomTree Dividend Index after removing the 300 companies with the largest market-cap, leaving only "mid-caps" as Wisdom Tree defines them. Rebalanced annually, DON weights its holdings by the proportionate share of total cash dividends that each component company is projected to pay. As a result, DON weights holdings differently between sectors than our benchmark, and with greater variety. It features reduced market risk in addition to a higher dividend yield. Its liquidity leaves a little to be desired, with slightly larger spreads than expected for a fund as large as this one. Still, DON's dividend approach and mid-cap focus combine with reasonable all-in costs to put in on our Opportunities List. DON is an entirely valid choice for mid-cap income investors.
DON MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 19, 2018 the WisdomTree U.S. MidCap Dividend Fund MSCI ESG Fund Quality Score is 4.40 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DON ranks in the 73th percentile within its peer group and in the 16th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
DON CHARTS AND PERFORMANCE
DON Top 10 Countries
DON Top 10 Sectors
DON Top 10 Holdings [View All]
DON Summary Data
DON Portfolio Data
DON Index Data
DON Portfolio Management
DON Tax Exposures
DON Fund Structure
DON Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DON. DON is rated a 5 out of 5.
DON Sector/Industry Breakdown
DON TOP 10 HOLDINGS[View All]
DON Economic Development
DON Performance Statistics
DON MSCI ESG Ratings
DON BENCHMARK COMPARISON SUMMARY
DON BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.