Wisdomtree Midcap Dividend Etf Profile
| DON Etf | USD 48.78 0.28 0.58% |
Performance11 of 100
| Odds Of DistressLess than 9
|
WisdomTree MidCap is selling at 48.78 as of the 16th of May 2024; that is 0.58 percent up since the beginning of the trading day. The etf's open price was 48.5. WisdomTree MidCap has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for WisdomTree MidCap Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of February 2024 and ending today, the 16th of May 2024. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree MidCap Dividend
Moving together with WisdomTree Etf
| 0.99 | VOE | Vanguard Mid Cap | PairCorr |
| 0.96 | SDY | SPDR SP Dividend | PairCorr |
| 0.97 | IWS | iShares Russell Mid | PairCorr |
| 0.84 | COWZ | Pacer Cash Cows | PairCorr |
| 0.92 | IJJ | iShares SP Mid | PairCorr |
| 0.92 | MDYV | SPDR SP 400 | PairCorr |
Moving against WisdomTree Etf
| 0.41 | HUM | Humana Inc Financial Report 7th of August 2024 | PairCorr |
WisdomTree Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree MidCap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree MidCap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund |
| Business Concentration | Size And Style ETFs, Mid Cap ETFs, Mid-Cap Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2006-06-16 |
| Benchmark | WisdomTree U.S. MidCap Dividend Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 3.62 Billion |
| Average Trading Valume | 118,328.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 334 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 6.4 |
| Name | WisdomTree U.S. MidCap Dividend Fund |
| Currency Code | USD |
| Open Figi | BBG000BSWGB2 |
| In Threey Volatility | 18.57 |
| 1y Volatility | 19.49 |
| 200 Day M A | 44.0845 |
| 50 Day M A | 47.216 |
| Code | DON |
| Updated At | 15th of May 2024 |
| Currency Name | US Dollar |
WisdomTree MidCap Dividend [DON] is traded in USA and was established 2006-06-16. The fund is classified under Mid-Cap Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree MidCap currently have 3.19 B in assets under management (AUM). , while the total return for the last 3 years was 6.3%.
Check WisdomTree MidCap Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree MidCap Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree MidCap Dividend Etf Constituents
| HAS | Hasbro Inc | Stock | Consumer Discretionary |
| EMN | Eastman Chemical | Stock | Materials |
| AES | The AES | Stock | Utilities |
| APA | APA Corporation | Stock | Energy |
| WHR | Whirlpool | Stock | Consumer Discretionary |
| WRK | WestRock Co | Stock | Materials |
| FANG | Diamondback Energy | Stock | Energy |
WisdomTree MidCap Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of WisdomTree MidCap jumping above the current price in 90 days from now is roughly 2.76%. The WisdomTree MidCap Dividend probability density function shows the probability of WisdomTree MidCap etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon WisdomTree MidCap has a beta of 0.0786 suggesting as returns on the market go up, WisdomTree MidCap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree MidCap Dividend will be expected to be much smaller as well. Additionally, wisdomTree MidCap Dividend has an alpha of 0.1131, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of WisdomTree MidCap to move above the current price in 90 days from now is roughly 2.76 (This WisdomTree MidCap Dividend probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
WisdomTree MidCap Top Holders
| WIZ | MerlynAI Corp | Etf | Moderate Allocation |
| DES | WisdomTree SmallCap Dividend | Etf | Small Value |
| ONEQ | One Global Equity | Stock | Energy |
WisdomTree MidCap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree MidCap market risk premium is the additional return an investor will receive from holding WisdomTree MidCap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree MidCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WisdomTree MidCap's alpha and beta are two of the key measurements used to evaluate WisdomTree MidCap's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.1008 | |||
| Jensen Alpha | 0.1131 | |||
| Total Risk Alpha | 0.0133 | |||
| Sortino Ratio | 0.039 |
WisdomTree MidCap Against Markets
Picking the right benchmark for WisdomTree MidCap etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree MidCap etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree MidCap is critical whether you are bullish or bearish towards WisdomTree MidCap Dividend at a given time. Please also check how WisdomTree MidCap's historical prices are related to one of the top price index indicators.
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How to buy WisdomTree Etf?
Before investing in WisdomTree MidCap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree MidCap. To buy WisdomTree MidCap etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree MidCap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree MidCap etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located WisdomTree MidCap Dividend etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased WisdomTree MidCap Dividend etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree MidCap Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree MidCap guide.
Already Invested in WisdomTree MidCap Dividend?
The danger of trading WisdomTree MidCap Dividend is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree MidCap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree MidCap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree MidCap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree MidCap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree MidCap's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree Midcap Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree Midcap Dividend Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree MidCap Dividend. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of WisdomTree MidCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree MidCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree MidCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree MidCap's market value can be influenced by many factors that don't directly affect WisdomTree MidCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree MidCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree MidCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree MidCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.