DON ETF Analysis: U.S. MidCap Dividend Fund | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 3.870m USD | 12M Return: 13.6% | Charts, Fundamentals & Technical Analysis

Mid Cap Stocks, Dividend Stocks, U.S. Equities, Value Stocks
Total Rating 48
Safety 63
Buy Signal -0.34
Mid-Cap Value
Category Rotation: -2.0
TER: 0.38%
AUM: 3.87B
Avg Turnover: 5.81M
Risk 3d forecast
Volatility13.6%
VaR 5th Pctl2.38%
VaR vs Median-2.69%
Reward TTM
Sharpe Ratio0.72
Rel. Str. IBD45.4
Rel. Str. Peer Group23.3
Character TTM
Beta0.699
Beta Downside0.768
Hurst Exponent0.514
Drawdowns 3y
Max DD21.46%
CAGR/Max DD0.64
CAGR/Mean DD3.15

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.4% 13
Feb -0.1% 0
Mar -1.6% 41
Apr +0.1% 0
May -0.3% 0
Jun +0.7% 14
Jul +1.2% 47
Aug -1.2% 0
Sep -2.2% 48
Oct -0.3% 25
Nov +3.0% 59
Dec -0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DON U.S. MidCap Dividend Fund

The WisdomTree U.S. MidCap Dividend Fund (DON) is a passively managed index ETF that seeks to track the performance of a fundamentally weighted index composed of mid-capitalization U.S. dividend-paying companies. Under normal market conditions, the fund invests at least 95% of its total assets in the indexs constituent securities or instruments with substantially identical economic characteristics. Unlike market-capitalization-weighted benchmarks, fundamentally weighted indices weight constituents based on financial metrics such as dividends or earnings, which can reduce concentration in the largest names.

The fund is structured as a non-diversified investment vehicle, meaning it may hold larger positions in a smaller number of issuers compared to diversified funds. Listed on the NYSE since its inception in 2006, DON focuses on the U.S. mid-cap value segment of the equity market, targeting companies that balance dividend income with mid-sized market capitalizations.

Headlines to Watch Out For
  • Mid-cap dividend stocks rally on Fed rate cut expectations
  • Fund inflows surge as investors rotate into mid-cap yield exposure
  • Rising 10-year Treasury yields pressure dividend-paying stock valuations
What is the price of DON shares?

As of July 02, 2026, the stock is trading at USD 56.48 with a total of 85,652 shares traded. Over the past week, the price has changed by +0.78%, over one month by +3.28%, over three months by +7.71% and over the past year by +13.55%.

Current recommended Stop Loss: 55.20 (which is 2.3% or 2.1 ATR below the current price).

Is DON a buy, sell or hold?

U.S. MidCap Dividend Fund has no consensus analysts rating.