DEW - ETF AI Analysis
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WisdomTree Global High Dividend Fund (DEW)
DEW, the WisdomTree Global High Dividend Fund, earns a solid overall rating thanks to several strong, diversified holdings like Merck, Johnson & Johnson, HSBC, and Gilead, which bring robust financial performance, attractive valuations, and positive growth outlooks. Energy leaders such as Exxon, Chevron, and Shell also support the fund through strong operations and dividends, though their revenue and cash flow challenges, along with some bearish technical signals, slightly weigh on the rating. Tobacco names like Philip Morris and Altria add income but introduce risks around high leverage, declining cigarette volumes, and market competition, making sector and industry exposure an important factor to watch.
DEW vs. SPDR S&P 500 ETF (SPY)
- AUM
- 171.40M
- Region
- Global
- Expense Ratio
- 0.58%
- Beta
- 0.40
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 3.04%
- Asset Class
- Equity
- Index Tracked
- WisdomTree Global High Dividend Index
DEW Summary
The WisdomTree Global High Dividend Fund (DEW) is an ETF that follows the WisdomTree Global High Dividend Index, focusing on companies around the world that pay relatively high dividends. It holds well-known names like Exxon Mobil and Johnson & Johnson, and spreads your money across many countries and sectors, including energy, financials, health care, and real estate. Someone might invest in DEW to seek regular income from dividends while staying diversified globally. A key risk is that stock prices and dividend payments can go up or down, so your investment value and income are not guaranteed.
How much will it cost me?
This ETF has an expense ratio of 0.58%, which means you’ll pay about $5.80 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund follows a more specialized, rules-based strategy to target high-dividend stocks globally, which typically costs a bit more to manage.
What would affect this ETF?
Future returns for this global high-dividend ETF will be helped if interest rates stabilize or fall, since that can make its income-focused holdings in financials, real estate, and utilities more attractive, and if energy and health care companies like Exxon, Chevron, Johnson & Johnson, and Merck benefit from steady demand and supportive regulations. On the downside, rising interest rates, global recessions, or stricter rules on tobacco and energy companies could pressure dividends and share prices, especially given its sizable exposure to financials, energy, and defensive sectors.
DEW Top 10 Holdings
DEW leans on a mix of global dividend heavyweights, with energy and tobacco names doing much of the lifting. Chevron has been rising on the back of strong cash generation, while Philip Morris and Altria keep the income engine humming as their shares trend steadily higher. On the defensive side, Pfizer is quietly climbing, helping offset some bumps in health care. Verizon has been more mixed, and Home Depot plus PepsiCo are losing a bit of steam, modestly dragging on returns. Overall, the fund is globally diversified but tilted toward U.S. income stalwarts in energy, consumer defensive, and telecom.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 PM | Philip Morris | 1.84% | $3.11M | $308.43B | 32.01% | 61Neutral |
 CVX | Chevron | 1.68% | $2.84M | $417.87B | 39.02% | 71Outperform |
 VZ | Verizon | 1.56% | $2.64M | $189.37B | 14.74% | 81Outperform |
 MO | Altria Group | 1.50% | $2.54M | $126.62B | 32.91% | 64Neutral |
 HD | Home Depot | 1.42% | $2.40M | $342.68B | -6.94% | 66Neutral |
 PFE | Pfizer | 1.31% | $2.22M | $167.52B | 18.27% | 74Outperform |
 PEP | PepsiCo | 1.22% | $2.06M | $192.61B | -0.17% | 78Outperform |
 AU:BHP | BHP Group Ltd | 1.18% | $1.99M | AUD 292.91B | 34.00% | 68Neutral |
 BMY | Bristol-Myers Squibb | 1.14% | $1.93M | $127.02B | 33.26% | 78Outperform |
 GB:HSBA | HSBC Holdings | 1.02% | $1.72M | GBP 223.53B | 19.82% | 80Outperform |
DEW Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEW, the sentiment is Positive. The current price of 72.06 is above the 20-day moving average (MA) of 71.66, above the 50-day MA of 70.99, and above the 200-day MA of 68.42, indicating a bullish trend. The MACD of 0.61 indicates Negative momentum. The RSI at 53.70 is Neutral, neither overbought nor oversold. The STOCH value of 56.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DEW.
DEW Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DEW | $72.07 | $77.00(6.85% Upside) | $171.40M | 0.58% | 67Neutral |
 WDIV | $81.84 | $90.24(10.26% Upside) | $283.61M | 0.40% | 60Neutral |
 DIVD | $45.40 | $49.25(8.48% Upside) | $27.56M | 0.49% | 69Neutral |
 DVGR | $26.36 | $31.70(20.28% Upside) | $16.67M | 0.65% | 73Outperform |
 ZINC | $25.84 | $28.61(10.75% Upside) | $9.88M | 0.55% | 67Neutral |
 DIVH | $24.36 | $28.41(16.63% Upside) | $4.91M | 0.67% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DEW | WisdomTree Global High Dividend Fund | 72.06 | 13.57 | 23.21% | |
| WDIV | SPDR S&P Global Dividend ETF | 81.84 | 10.87 | 15.32% | |
| DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 45.40 | 9.26 | 25.61% | |
| DVGR | DAC 3D Dividend Growth ETF | 26.36 | 1.57 | 6.34% | |
| ZINC | Zacks Income ETF | 25.84 | 0.78 | 3.13% | |
| DIVH | Integrity Dividend Harvest ETF | 24.36 | -0.72 | -2.86% |
This 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.