Morningstar

WisdomTree U.S. MidCap Dividend Fund DON

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

Morningstar’s Analysis DON

Will DON outperform in the 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 quirky approach to dividends.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

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.

by Brian Paoli
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 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Best Buy Co Inc

1.51 57M
Consumer Cyclical

Viatris Inc

1.48 56M
Healthcare

Franklin Templeton Inc

1.43 54M
Financial Services

HF Sinclair Corp

1.38 52M
Energy

APA Corp

1.32 50M
Energy

Permian Resources Corp Class A

1.11 42M
Energy

Hasbro Inc

1.05 40M
Consumer Cyclical

Stanley Black & Decker Inc

1.05 40M
Industrials

American Financial Group Inc

1.00 38M
Financial Services

Omnicom Group Inc

0.93 35M
Communication Services

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