DON
WisdomTree U.S. MidCap Dividend FundDON Fund Description
DON 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
WisdomTree U.S. MidCap Dividend Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.30 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree U.S. MidCap Dividend Fund ranks in the 25th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DON MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DON Charts And Performance
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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 Tradability
DON Sector/Industry Breakdown
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DON Top 10 Holdings[View All]
DON Countries
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DON Regions
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DON Economic Development
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DON Performance Statistics
DON MSCI ESG Ratings
DON Benchmark Comparison Summary
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DON Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.