DEW - ETF AI Analysis
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WisdomTree Global High Dividend Fund (DEW)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year and in recent months, indicating positive momentum.
High-Performing Top Holdings
Several of the largest positions, including major energy, health care, and technology companies, have shown strong year-to-date performance that supports the ETF’s returns.
Global Diversification
While the fund is mostly invested in U.S. stocks, it also holds companies from Europe, Asia, and other regions, helping spread risk across multiple countries.
Negative Factors
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. and Financials Exposure
A large share of assets is concentrated in U.S. stocks and the financial sector, which can increase the impact if that market or sector faces a downturn.
Sector Concentration in Income-Sensitive Areas
Significant weights in sectors like energy, real estate, and utilities may make the fund more sensitive to changes in interest rates and economic conditions.
DEW vs. SPDR S&P 500 ETF (SPY)
AUM160.25M
RegionGlobal
Expense Ratio0.58%
Beta0.43
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.2%
Asset ClassEquity
Index TrackedWisdomTree Global High Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,248
30 Day Avg. Volume7,563
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
79.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering602
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DEW Summary
The WisdomTree Global High Dividend Fund (DEW) is an ETF that tracks the WisdomTree Global High Dividend Index, focusing on companies around the world that pay higher-than-average dividends. It holds well-known names like Exxon Mobil and Johnson & Johnson, and spreads investments across many countries and sectors, including financials, energy, and real estate. Someone might invest in DEW to seek regular income from dividends while also getting global diversification in one fund. A key risk is that dividend-paying stocks and global markets can go up and down in value, so your investment is not guaranteed.
How much will it cost me?The WisdomTree Global High Dividend Fund (DEW) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed to focus on high dividend yield equities across global markets, requiring more research and management effort.
What would affect this ETF?The WisdomTree Global High Dividend Fund (DEW) could benefit from stable or rising interest in dividend-paying stocks, especially during periods of economic uncertainty when investors seek reliable income streams. However, it may face challenges if global economic growth slows, impacting corporate profitability, or if regulatory changes negatively affect high-dividend sectors like financials and energy. Additionally, fluctuations in commodity prices or interest rates could influence the performance of top holdings such as Exxon Mobil and Chevron.
DEW Top 10 Holdings
DEW is leaning on a trio of rising energy giants—Exxon, Chevron, and Shell—to power returns, with their recent strength helping drive the fund’s performance. Health care is another key engine, as Merck and Johnson & Johnson have been climbing steadily, adding a defensive backbone. On the flip side, tobacco names like Altria and Philip Morris are losing steam, acting as a drag despite their rich dividends. With big weights in financials, energy, and health care and a mix of U.S., U.K., and European names, this is a globally diversified income play rather than a tech-heavy growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 2.74% | $4.38M | $672.46B | 41.31% | 74 Outperform | |
| Chevron | 2.16% | $3.45M | $413.94B | 30.52% | 71 Outperform | |
| Johnson & Johnson | 2.01% | $3.21M | $650.65B | 54.68% | 78 Outperform | |
| Merck & Company | 1.51% | $2.41M | $362.35B | 85.94% | 80 Outperform | |
| HSBC Holdings | 1.50% | $2.40M | £259.35B | 48.68% | 80 Outperform | |
| AbbVie | 1.50% | $2.39M | $466.45B | 18.82% | 66 Neutral | |
| Philip Morris | 1.34% | $2.14M | $293.99B | 15.74% | 61 Neutral | |
| Altria Group | 1.32% | $2.11M | $116.08B | 7.43% | 64 Neutral | |
| Intesa Sanpaolo SpA | 1.15% | $1.84M | €117.74B | 24.07% | 76 Outperform | |
| Shell (UK) | 1.07% | $1.72M | £202.39B | 33.43% | 73 Outperform |
DEW Technical Analysis
Neutral
―
Price Trends
72.03
Negative
70.13
Positive
67.24
Positive
Market Momentum
-0.31
Positive
31.56
Neutral
8.09
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 71.94, equal to the 50-day MA of 72.03, and equal to the 200-day MA of 67.24, indicating a neutral trend. The MACD of -0.31 indicates Positive momentum. The RSI at 31.56 is Neutral, neither overbought nor oversold. The STOCH value of 8.09 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DEW.
DEW Peer Comparison
Comparison Results
Performance Comparison
DEW
WisdomTree Global High Dividend Fund
70.29
12.28
21.17%
WDIV
SPDR S&P Global Dividend ETF
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DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
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DVGR
DAC 3D Dividend Growth ETF
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ZINC
Zacks Income ETF
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GENW
Genter Capital International Dividend ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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