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WisdomTree US MidCap Dividend ETF

DON
ETF · Currency in USD
ISIN
US97717W5058
CUSIP
97717W505
Issuer
WisdomTree
Inception Date
Jun 16, 2006
Region
North America (U.S.)
Category
Small Cap Blend Equities
Expense Ratio
0.38%
Index Tracked
WisdomTree MidCap Dividend Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

DONPrice Chart


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S&P 500

DONPerformance

The chart shows the growth of $10,000 invested in WisdomTree US MidCap Dividend ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,600 for a total return of roughly 306.00%. All prices are adjusted for splits and dividends.


DON (WisdomTree US MidCap Dividend ETF)
Benchmark (S&P 500)

DONReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.72%
6M5.30%
YTD24.25%
1Y43.70%
5Y10.30%
10Y13.27%

DONMonthly Returns Heatmap


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DONSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree US MidCap Dividend ETF Sharpe ratio is 2.20. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DON (WisdomTree US MidCap Dividend ETF)
Benchmark (S&P 500)

DONDividends

WisdomTree US MidCap Dividend ETF granted a 2.22% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $0.95 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.95$0.97$0.90$0.81$0.79$0.78$0.74$0.71$0.57$0.69$0.42$0.48

Dividend yield

2.22%2.77%2.38%2.55%2.25%2.48%2.74%2.56%2.27%3.62%2.43%2.83%

DONDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DON (WisdomTree US MidCap Dividend ETF)
Benchmark (S&P 500)

DONWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree US MidCap Dividend ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree US MidCap Dividend ETF is 46.80%, recorded on Mar 23, 2020. It took 222 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.8%Jan 17, 202045Mar 23, 2020222Feb 8, 2021267
-21.1%Jul 8, 201122Aug 8, 2011124Feb 3, 2012146
-19.21%Aug 30, 201880Dec 24, 2018145Jul 24, 2019225
-15.26%Apr 27, 201049Jul 6, 201078Oct 25, 2010127
-13.71%Apr 7, 2015200Jan 20, 201640Mar 17, 2016240
-9.16%Jan 29, 20189Feb 8, 201885Jun 12, 201894
-9.09%May 2, 201223Jun 4, 201252Aug 16, 201275
-8.57%Sep 8, 201426Oct 13, 201415Nov 3, 201441
-8.1%May 22, 201323Jun 24, 201317Jul 18, 201340
-7.98%Jun 9, 202128Jul 19, 2021

DONVolatility Chart

Current WisdomTree US MidCap Dividend ETF volatility is 16.59%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DON (WisdomTree US MidCap Dividend ETF)
Benchmark (S&P 500)

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