We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from April 25, 2023.
WisdomTree US MidCap Dividend ETF DON
Morningstar’s Analysis DON
Will DON outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vistra Corp | 1.85 | 68.8 Mil | Utilities |
Packaging Corp of America | 1.09 | 40.7 Mil | Consumer Cyclical |
International Paper Co | 1.08 | 40.3 Mil | Consumer Cyclical |
Corebridge Financial Inc | 1.07 | 39.8 Mil | Financial Services |
Conagra Brands Inc | 0.97 | 36.1 Mil | Consumer Defensive |
Evergy Inc | 0.91 | 33.8 Mil | Utilities |
Viatris Inc | 0.90 | 33.4 Mil | Healthcare |
Fidelity National Financial Inc | 0.89 | 33.0 Mil | Financial Services |
Pinnacle West Capital Corp | 0.85 | 31.4 Mil | Utilities |
NRG Energy Inc | 0.84 | 31.3 Mil | Utilities |