By blending dividend weighting with quality and momentum characteristics, WisdomTree US Mid-Cap Dividend ETF delivers defensive yet inconsistent exposure to US mid-cap stocks. This calls into question its ability to deliver a durable risk-adjusted advantage over more consistent peers and results in a Process Pillar downgrade to Average from Above Average.
WisdomTree U.S. MidCap Dividend Fund DON
Morningstar’s Analysis DON
Will DON outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DON management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DON’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin Resources Inc | 1.36 | 54M | Financial Services |
Viatris Inc | 1.33 | 52M | Healthcare |
Best Buy Co Inc | 1.31 | 51M | Consumer Cyclical |
APA Corp | 1.08 | 43M | Energy |
Stanley Black & Decker Inc | 0.97 | 38M | Industrials |
Hasbro Inc | 0.95 | 37M | Consumer Cyclical |
Permian Resources Corp Class A | 0.94 | 37M | Energy |
American Financial Group Inc | 0.92 | 36M | Financial Services |
Omnicom Group Inc | 0.92 | 36M | Communication Services |
Snap-on Inc | 0.91 | 36M | Industrials |
United States