DON
WisdomTree U.S. MidCap Dividend Fund
📎 Investment Objective
The WisdomTree U.S. MidCap Dividend Fund (DON) seeks to track the performance of the WisdomTree U.S. MidCap Dividend Index, which is designed to provide exposure to the mid-capitalization segment of the U.S. dividend-paying market.
Overview
ETF tracking WisdomTree U.S. MidCap Dividend Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WisdomTree U.S. MidCap Dividend Fund (DON) seeks to track the performance of the WisdomTree U.S. MidCap Dividend Index, which is designed to provide exposure to the mid-capitalization segment of the U.S. dividend-paying market.
🎯 Investment Strategy
The fund invests in a broadly diversified portfolio of mid-cap U.S. companies that have paid dividends over the prior 12 months. The portfolio is weighted based on the cash dividends paid by the companies, with higher weights given to companies that have paid more dividends.
✨ Key Features
- Exposure to the mid-cap segment of the U.S. equity market
- Focus on dividend-paying companies, which may provide income and potential for capital appreciation
- Diversified portfolio across multiple sectors and industries
- Utilizes a rules-based, dividend-weighted index methodology
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, which could negatively impact the fund's performance
- Mid-cap risk: Investing in mid-cap companies may involve greater volatility and risk than large-cap companies
- Concentration risk: The fund may be more susceptible to factors affecting a particular sector or industry
👤 Best For
The WisdomTree U.S. MidCap Dividend Fund may be suitable for investors seeking exposure to the mid-cap segment of the U.S. equity market, with a focus on dividend-paying companies. This fund may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.