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

US Small & Mid Cap Equity | NYSE, USA | Market Cap: 3.946m USD | 12M Return: 16.3% | US97717W5058 | Charts, Fundamentals & Technical Analysis

Mid Cap Equities, Dividend Income, US Markets, Value Strategy
Total Rating 62
Safety 66
Buy Signal 0.40
US Small & Mid Cap Equity
Category Rotation: -0.8
TER: 0.38%
AUM: 3.95B
Avg Turnover: 10.9M
Risk 3d forecast
Volatility13.2%
VaR 5th Pctl2.28%
VaR vs Median-4.37%
Reward TTM
Sharpe Ratio0.99
Rel. Str. IBD57.9
Rel. Str. Peer Group38.8 pctl
Character TTM
Beta0.556
Beta Downside0.614
Hurst Exponent0.589
Choppyness40.2%
Drawdowns 3y
Max DD21.46%
CAGR/Max DD0.68
CAGR/Mean DD3.61

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.3% 10
Feb +0.3% 5
Mar -1.5% 20
Apr +0.4% 5
May +0.4% 8
Jun +0.8% 20
Jul +1.2% 32
Aug -1.2% 24
Sep -2.2% 44
Oct -0.7% 24
Nov +3.2% 55
Dec -0.1% 13

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 an exchange-traded fund that allocates at least 80% of its net assets to constituents of its underlying index, selecting companies whose economic characteristics closely mirror those of the index members. The index employs a dividend-weighted methodology, rebalanced annually, where each constituents weight reflects its projected share of aggregate cash dividends for the coming year based on the most recently declared dividend per share. The fund is structured as non-diversified.

As a mid-cap value ETF, DON targets U.S. companies with market capitalizations between those of large-cap and small-cap firms, emphasizing dividend-paying equities as a fundamental value indicator. Dividend weighting differs from traditional market-cap weighting by tilting toward higher-yielding constituents, making it a yield-focused alternative within the passive ETF landscape.

Headlines to Watch Out For
  • Fed rate cuts boost appeal of mid-cap dividend yields
  • Fund inflows accelerate as investors seek yield above Treasuries
  • Expense ratio competition intensifies among dividend ETFs
What is the price of DON shares?

As of October 31, 2026, the stock is trading at USD 57.35 with a total of 191,200 shares traded. Over the past week, the price has changed by +1.39%, over one month by +5.68%, over three months by +0.18% and over the past year by +16.27%.

Current recommended Stop Loss: 56.50 (which is 1.5% or 1.4 ATR below the current price).

Is DON a buy, sell or hold?

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