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Morningstar

WisdomTree US MidCap Dividend ETF DON

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DON

Will DON outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • 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.

A sound dividend option.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from April 25, 2023.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings DON

More DON Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.28 44.6 Mil
Utilities

Corebridge Financial Inc

1.08 37.5 Mil
Financial Services

Conagra Brands Inc

1.01 35.3 Mil
Consumer Defensive

Viatris Inc

0.97 33.6 Mil
Healthcare

Packaging Corp of America

0.95 33.0 Mil
Consumer Cyclical

The Carlyle Group Inc

0.92 32.1 Mil
Financial Services

Evergy Inc

0.86 29.8 Mil
Utilities

Franklin Resources Inc

0.83 28.9 Mil
Financial Services

W.P. Carey Inc

0.81 28.2 Mil
Real Estate

International Paper Co

0.80 28.0 Mil
Consumer Cyclical