Key stats
About WisdomTree U.S. MidCap Dividend Fund
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Replication method
Physical
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
DON focuses on exclusively dividend-paying US mid-caps. The fund selects from the top 75% of its Parent Index WisdomTree Dividend Index after removing the 300 companies with the largest market capitalization, leaving only mid-caps as WisdomTree defines them. Rebalanced annually, DON weights its holdings by the proportionate share of total cash dividends that each component company is projected to pay. As a result, DON weights holdings differently between sectors, and with greater variety.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.