Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the WisdomTree U.S. MidCap Dividend ETF (DON) is a passively managed exchange traded fund launched on June 16, 2006.
Launched on 06/16/2006, the WisdomTree U.S. MidCap Dividend ETF (DON) is a smart beta exchange traded fund offering broad exposure to the Style Box - Mid Cap Value category of the market.
Launched on June 16, 2006, the WisdomTree U.S. MidCap Dividend ETF (DON) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 42,987 | $2.01M | $2.45M | $436,711.15 | 21.74% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 228 | $9,452.76 | $12,970.92 | $3,518.16 | 37.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 44,384 | $2.08M | $2.52M | $442,615.06 | 21.32% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 5,038 | $259,960.8 | $286,611.82 | $26,651.02 | 10.25% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 49,959 | $2.06M | $2.84M | $785,368.46 | 38.21% |
| ARCA Exchange | US Country |
The described entity is an investment fund that primarily focuses on investing in the mid-capitalization segment of the U.S. dividend-paying market. By design, the fund commits at least 95% of its total assets, barring the collateral held from securities lending, to investments that either directly consist of the constituent securities of a specific fundamentally weighted index or hold substantial economic similarities to those securities. Emphasizing on the mid-cap segment, the fund aims to replicate the economic characteristics of its benchmark index, targeting investors interested in dividend-paying stocks within this market category. It is notable that the fund categorizes itself as non-diversified, meaning its investments could be more concentrated in fewer securities than diversified funds, potentially leading to higher volatility or specific sector exposure.
This product involves the fund investing primarily in the securities that constitute a fundamentally weighted index reflecting the mid-capitalization U.S. dividend-paying segment. The strategy is designed to mimic the economic characteristics of the index constituents, making it attractive for investors seeking exposure to this specific market niche. The fund's investment approach underlines the replication of the index's performance by investing in securities that either are part of the index or closely match the economic characteristics of those index securities.
As a non-diversified fund, this product offers investors the opportunity to potentially capitalize on the concentrated investments in the mid-cap dividend-paying stocks. While this approach may increase risk due to less diversification, it allows for targeted investments in companies that the fund management believes to have substantial growth potential or value. This structure is suitable for investors with a higher risk tolerance seeking to maximize investment returns through focused portfolio allocation in the specified market segment.