DON Profile
The
WisdomTree U.S. Midcap Dividend Fund (DON) is an exchange-traded fund
(ETF) that seeks to provide investors with exposure to high-quality,
dividend-paying mid-cap companies in the United States. The ETF's
objective is to track the performance of the WisdomTree U.S. MidCap
Dividend Index.
DON invests in mid-cap companies from the
United States that have a history of paying dividends. The fund's
portfolio typically consists of companies that are not included in the
S&P 500 Index, but are within the range of the top 75% of total market
capitalization of the WisdomTree U.S. Dividend Index. The fund employs
a dividend value investment strategy, which means it looks for stocks
that have high dividend yields and that are undervalued according to
fundamental metrics.
As of September 2021, the DON ETF has a
net asset value (NAV) of approximately $5.5 billion and holds 417
securities. The ETF's expense ratio is 0.38%, which is relatively low
compared to other ETFs.
DON has been around since 2006 and has
a track record of providing investors with solid returns. Since its
inception, the fund has provided investors with an annualized return
of around 9.5% (as of March 23, 2023), which is higher than the return
of the S&P 500 Index over the same period.
Overall, the
WisdomTree U.S. Midcap Dividend Fund (DON) could be a good investment
option for investors looking for exposure to high-quality,
dividend-paying mid-cap companies in the United States. However, as
with any investment, it is important to conduct thorough research and
consider factors such as risk tolerance, investment objectives, and
fees before making
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