DON dividend calculator

Project income and DRIP growth for WisdomTree U.S. MidCap Dividend Fund, prefilled with its 2.53% forward yield and 14.9% five-year dividend growth. See the full dividend history →

Final portfolio value
$769,483
after 20 years
Income in year 20
$143,382
$11,949/month avg
You contributed
$130,000
of your own money
Dividends received
$529,419
total, over 20 years
Yield on cost
110.3%
final year
Growth on top of contributions
$639,483
value minus contributions
$0$0k$78,860$423k$157,720$846kYear 1: $362 incomeYear 2: $611 incomeYear 3: $929 incomeYear 4: $1,333 incomeYear 5: $1,848 incomeYear 6: $2,503 incomeYear 7: $3,337 incomeYear 8: $4,404 incomeYear 9: $5,773 incomeYear 10: $7,540 incomeYear 11: $9,837 incomeYear 12: $12,847 incomeYear 13: $16,828 incomeYear 14: $22,154 incomeYear 15: $29,367 incomeYear 16: $39,277 incomeYear 17: $53,108 incomeYear 18: $72,756 incomeYear 19: $101,225 incomeYear 20: $143,382 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of DON for monthly income?

Monthly incomeShares neededCapital at $57.36
$100828$47,494
$2502,069$118,678
$5004,138$237,356
$1,0008,276$474,711
$3,00024,828$1,424,134

At DON's forward payout of $1.45 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,765$362$3622.3%
2$22,000$23,985$611$9732.8%
3$28,000$31,744$929$1,9023.3%
4$34,000$40,147$1,333$3,2353.9%
5$40,000$49,325$1,848$5,0834.6%
6$46,000$59,443$2,503$7,5865.4%
7$52,000$70,712$3,337$10,9236.4%
8$58,000$83,402$4,404$15,3267.6%
9$64,000$97,864$5,773$21,0999.0%
10$70,000$114,554$7,540$28,63910.8%
11$76,000$134,077$9,837$38,47512.9%
12$82,000$157,242$12,847$51,32215.7%
13$88,000$185,145$16,828$68,15019.1%
14$94,000$219,294$22,154$90,30423.6%
15$100,000$261,791$29,367$119,67229.4%
16$106,000$315,626$39,277$158,94937.1%
17$112,000$385,118$53,108$212,05647.4%
18$118,000$476,643$72,756$284,81361.7%
19$124,000$599,817$101,225$386,03781.6%
20$130,000$769,483$143,382$529,419110.3%

Dividend calculator FAQ

What is DRIP?

DRIP stands for dividend reinvestment plan. Instead of taking dividends as cash, each payment automatically buys more shares, so the next payment is larger. Over years this compounding is the main engine of a dividend portfolio.

What is yield on cost?

Yield on cost is the dividends you receive in a year divided by what you originally paid, not the current price. A stock bought at a 3% yield whose dividend has doubled now pays 6% on your original cost.

Is this projection a guarantee?

No. The calculator assumes constant yield, growth and reinvestment and ignores taxes, fees and the chance of a dividend cut. Real results will differ. Treat it as a planning range, not a promise.

Should I use forward or trailing yield?

The per-ticker calculator prefills the forward yield (the indicated annual rate divided by price) because it reflects the current payout. You can override any input.

Projections assume constant yield and growth and ignore taxes, fees and dividend cuts. For education only, not investment advice.