WisdomTree U.S. MidCap Dividend ETF DON is an outstanding option for exposure to U.S. mid-cap stocks. Its cost advantage relative to mid-value Morningstar Category peers in combination with its contrarian rebalancing approach should help it outperform the Russell MidCap Value Index over the long term. Thanks to its cost advantage relative to peers, under our new ratings framework we are upgrading its Morningstar Analyst Rating to Silver from Bronze.
Will DON outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DON’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of DON’s parent organization’s priorities and whether they’re in line with investors’ interests.