WisdomTree MidCap Dividend Index ETF Tax Rates
Index Description
The WisdomTree MidCap Dividend Index is a fundamentally weighted index that measures the performance of the mid-capitalization segment of the US dividend-paying market. The Index is comprised of the companies that compose the top 75% of the market capitalization of the WisdomTree Dividend Index after the 300 largest companies have been removed.
ETFs Tracking The WisdomTree MidCap Dividend Index
The following table presents sortable tax data for ETFs currently tracking the WisdomTree MidCap Dividend Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| DON | MidCap Dividend Fund | 35% | 15% | 1099 |
Other Mid Cap Value Equities ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Mid Cap Value Equities ETFdb Category are presented in the following table.
As Of 05/25/2012| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| IWS | Russell Midcap Value Index | 35% | 15% | 1099 |
| IJJ | S&P MidCap 400 Value Index Fund | 35% | 15% | 1099 |
| VOE | Mid-Cap Value ETF | 35% | 15% | 1099 |
| DON | MidCap Dividend Fund | 35% | 15% | 1099 |
| EZM | MidCap Earnings Fund | 35% | 15% | 1099 |
| JKI | Morningstar Mid Value Index Fund | 35% | 15% | 1099 |
| RFV | S&P Midcap 400 Pure Value | 35% | 15% | 1099 |
| PXMV | RAFI Fundamental Pure Mid Value Portfolio | 35% | 15% | 1099 |
| MDYV | SPDR S&P 400 Mid Cap Value ETF | 35% | 15% | 1099 |
| IVOV | S&P Mid-Cap 400 Value ETF | 35% | 15% | 1099 |
| FNK | Mid Cap Value AlphaDEX Fund | 35% | 15% | 1099 |
Other Mid Cap Value Equities Indexes
Other indexes tracked by ETFs in the Mid Cap Value Equities ETFdb Category include:
- Morningstar Mid Value Index
- MSCI US Mid Cap Value Index
- Russell Midcap Value Index
- S&P MidCap 400/Citigroup Pure Value Index
- S&P MidCap 400/Citigroup Value Index
- WisdomTree MidCap Dividend Index
- WisdomTree MidCap Earnings Index
- S&P MidCap 400 Value Index
- Defined Mid Cap Value Index
- RAFI Fundamental Mid Value Index
Mutual Funds Tracking WisdomTree MidCap Dividend Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against WisdomTree MidCap Dividend Index.
