Tag: DON

Posted on

Mid-Cap Value: The Most-Hipster Asset Class (DON)

Summary

  • Mid-cap value has been one of the most consistently performing asset classes over the last 25 years.
  • Investors may be starting to realize the struggles of active managers in mid-cap value.
  • Over the last 12+ years, DON has been a remarkably consistent outperformer in an unexpectedly consistent asset class.

By Joseph Tenaglia

With a market segment that is often overlooked, and in an investment style that the markets seem to hate, mid-cap value may be the most hipster equity-style box out there.

Continue reading the complete article at Seeking Alpha right here:  https://seekingalpha.com/article/4239011-mid-cap-value-hipster-asset-class

 

Posted on

WisdomTree ETFs declares quarterly distributions (DON)

WisdomTree International SmallCap Dividend Fund (NYSEARCA:DLS) – $0.44814.

WisdomTree Global ex-U.S. Quality Dividend Growth Fund (NYSEARCA:DNL) – $0.26661.

WisdomTree International LargeCap Dividend Fund (NYSEARCA:DOL) – $0.30124.

WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON) – $0.10698 (YIELD 3.04%) 

WisdomTree International Dividend ex-Financials Fund (NYSEARCA:DOO) – $0.29099.

WisdomTree Global ex-U.S. Real Estate Fund (NYSEARCA:DRW) – $0.0000.

WisdomTree U.S. Total Dividend Fund (NYSEARCA:DTD) – $0.33905.

WisdomTree International High Dividend Fund (NYSEARCA:DTH) – $0.31632.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419109-wisdomtree-etfs-declares-quarterly-distributions

Posted on

Frustrated by hunt for mid-cap dividend funds? (DON)

WisdomTree U.S. MidCap Dividend Fund (DON, expense ratio 0.38%) is the oldest of the mid-cap dividend ETFs, having been launched in June 2006. The fund contains 395 positions weighted by each stock’s percentage of the regular cash dividends expected to be paid by all the companies in the index in the coming year.

WisdomTree starts by eliminating the 300 largest-cap stocks in its base index of all domestic dividend payers. Issues that constitute the top 75% of the remaining market capitalization are included in MidCap Dividend portfolio. Consumer discretionary (22%), real estate (16.1%), and industrials (15.1%) are the three top sectors. Morningstar expects that the forward dividend yield for DON will be 3.02%.

Through Sept. 7, the ETF had a 12-month total return of 17.37%.

Although the First Trust portfolio is off to a strong start, many advisors will consider its short trading history and higher expense ratio as reasons to avoid this ETF. In choosing between REGL and DON, performance, risk, and cost are similar. If you prefer dividend growth, REGL might be for you. Those seeking broader diversification will give strong consideration to DON.

Read the complete article at Financial Planning BIC right here:  https://bic.financial-planning.com/news/mid-cap-dividend-paying-etfs-are-hard-to-find

Posted on

Best Long-Term Performance U.S. Mid Cap Value ETFs 1.1

Summary:

  • U.S. Mid Cap Value Equities are an underutilized asset class
  • U.S. Mid Cap Value Equities have compounded at a rate of 13.2% since 1972, while large cap blend equities have compounded at 10.3% during the same time-frame.
  • The oldest U.S. Mid Cap Value ETF compounded at 10.7% since August 2000, while an S&P 500 index fund compounded at 5.8% during that time.

The U.S. Mid Cap Value asset class is an underappreciated and underutilized part of most people’s equity portfolios. This is understandable since investors can cover this section of the market with a myriad of other choices. If investors choose to invest in a Mid Cap Blend fund, about 50% of that fund will include mid cap value stocks. Investors could also choose a small and/or large cap value ETF and about 10% of those funds will be mid cap value companies. Additionally, investors can choose a U.S. Total Market Index fund and about 5% of that fund will be Mid Cap Value companies. All those funds are fine investments, but the U.S. Mid Cap Value index has had such a wonderful long-term track record that it would be wise to consider adding an ETF in this asset class to your equity portfolio.

U.S. Mid Cap Value vs U.S. Large Cap Blend (S&P 500): January 1972 through July 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance U.S. Mid Cap Value ETFs 1.1”

Posted on

WisdomTree MidCap Dividend Fund – Dividend Announcement (DON)

DIVIDEND ANNOUNCEMENT: WisdomTree Trust (NYSE:DON) on 08/20/2018 declared a dividend of $0.0650 per share

WisdomTree Trust (NYSE:DON) on 08/20/2018 declared a dividend of $0.0650 per share payable on August 24, 2018 to shareholders of record as of August 22, 2018. Dividend amount recorded is a decrease of $ 0.02 from last dividend Paid.

WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.10% and has increased its dividends for 4 successive years.

Continue reading at Dividend Investor right here:  https://www.dividendinvestor.com/dividend-news/20180820/dividend-announcement-wisdomtree-trust-nyse-don-on-08-20-2018-declared-a-dividend-of-$0.0650-per-share/

Posted on

The ‘DON’ of ETFs Returns More Than 200 Percent Since Inception – Bloomberg

The ETF industry has something for everyone — the WisdomTree U.S. MidCap Dividend Fund (ticker: DON) holds mid-cap U.S. stocks and invests in companies that pay regular cash dividends. In this week’s “There’s an ETF for That,” Bloomberg’s Scarlet Fu explains the ins and outs of DON. (Source: Bloomberg)
— Read on www.bloomberg.com/news/videos/2018-06-28/the-don-of-etfs-returns-more-than-200-percent-since-inception-video

Posted on

Best And Worst Of Q4 2017: Mid-Cap Value ETFs And Mutual Funds (DON)

If you’re looking for a great Mid-Cap Value fund please be sure to read this article by David Trainer at Seeking Alpha:  Best And Worst Of Q4 2017: Mid-Cap Value ETFs And Mutual Funds. David does an excellent job of doing deep dive analysis on both ETFs and mutual funds. The Deep Value ETF Accumulator invests in the WisdomTree U.S. MidCap Dividend Fund (DON : $DON), which David references in this article.

Posted on

A Guide To Finding the Right Mid-Cap ETF

…There are also many unique ETFs that introduce additional factor criteria to the mid-cap group as well.  One example is the WisdomTree U.S. MidCap Dividend Fund (DON). This ETF has $2.8 billion dedicated to nearly 400 U.S. dividend paying stocks.  Companies within DON are ranked and weighted according to their aggregate cash payouts, which gives the largest share of assets to the companies paying the biggest dividends.  The fund charges an expense ratio of 0.38% and income is paid monthly to shareholders…

Read the full article Nasdaq.com right here: A Guide To Finding the Right Mid-Cap ETF