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DONWisdomTree U.S. MidCap Dividend Fund

Grow my moneyGet income#215 of 1640 for Get income

Seeks to track the price and yield performance of the WisdomTree U.S. MidCap Dividend Index.

WisdomTree · Since 2006 (19 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$3.7B

#460 out of 5,332 ETFs

Dividend Yield

2.41%

Track Record

19 years

#319 out of 5,332 ETFs

Performance

1 Year

+20.0%

3 Years

+14.2%

5 Years

+8.2%

What's inside

Asset class
Strategy
index tracking
Cap
mid
Factor
dividend

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
22.1%
Industrials
18.5%
Consumer Cyclical
11.8%
Real Estate
10.0%
Utilities
7.5%
Basic Materials
7.1%
Energy
6.9%
Consumer Defensive
5.3%
Other
10.9%

Top holdings

Viatris IncVTRS1.2%
Clorox CoCLX1.2%
Franklin Resources IncBEN1.1%
Hasbro IncHAS1.1%
Omnicom Group IncOMC1.0%
Best Buy Co IncBBY1.0%
The AES CorpAES1.0%
Stanley Black & Decker IncSWK1.0%
Antero Midstream CorpAM1.0%
American Financial Group IncAFG0.9%

Risk profile

Volatility (1Y)

13.7%

Moderate

Max drawdown

-46.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.68

Decent risk-adjusted returns

Sortino (3Y)

1.01

Good downside protection

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Data updated on 2026-05-05