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DEW - ETF AI Analysis
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WisdomTree Global High Dividend Fund (DEW)
Rating:66Neutral
Price Target:
$65.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Johnson & Johnson and Intesa Sanpaolo, have delivered strong year-to-date performance, supporting overall returns.
Global Diversification
The ETF provides exposure to a wide range of countries, including the USA, UK, France, and Japan, reducing reliance on a single geographic region.
High Dividend Focus
The fund targets high-dividend stocks across sectors, appealing to income-focused investors.
Negative Factors
High U.S. Concentration
Over 60% of the fund's assets are allocated to U.S. companies, limiting diversification benefits from international markets.
Moderate Expense Ratio
The ETF's expense ratio of 0.58% is higher than some low-cost alternatives, which could eat into long-term returns.
Sector Imbalance
The fund is heavily weighted toward Financials and Energy, which may increase risk if these sectors underperform.
DEW vs. SPDR S&P 500 ETF (SPY)
AUM124.03M
RegionGlobal
Expense Ratio0.58%
Beta0.53
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.71%
Asset ClassEquity
Index TrackedWisdomTree Global High Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,501
30 Day Avg. Volume3,755
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
67.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering715
DEW Summary
The WisdomTree Global High Dividend Fund (DEW) is an ETF that focuses on companies worldwide known for paying high dividends. It follows the WisdomTree Global High Dividend Index and includes well-known names like Exxon Mobil and Johnson & Johnson. This fund is designed for investors who want a steady income stream from dividends while gaining exposure to a diverse mix of industries, such as financials, energy, and healthcare. However, since it invests heavily in dividend-paying stocks, its performance can be affected by market fluctuations and changes in dividend policies.
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
The WisdomTree Global High Dividend Fund (DEW) leans heavily on financials, energy, and real estate, with notable contributions from global giants like Exxon Mobil and Chevron. While Exxon Mobil has shown steady growth, Chevron’s recent performance has been mixed, with short-term weakness offset by strong dividend yields. Health care names like Johnson & Johnson and AbbVie are rising stars, delivering robust returns and bolstering the fund’s stability. On the flip side, Philip Morris has been lagging, weighed down by high leverage and valuation concerns. Overall, the fund’s global diversification and focus on high-yield sectors provide a solid foundation for income-focused investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 2.23% | $2.74M | $490.40B | -1.92% | 79 Outperform | |
| Chevron | 1.85% | $2.27M | $315.56B | 3.78% | 73 Outperform | |
| Johnson & Johnson | 1.63% | $2.01M | $450.37B | 16.76% | 78 Outperform | |
| AbbVie | 1.49% | $1.83M | $401.96B | 20.10% | 64 Neutral | |
| Altria Group | 1.39% | $1.71M | $106.30B | 26.69% | 68 Neutral | |
| Philip Morris | 1.23% | $1.52M | $233.20B | 13.86% | 62 Neutral | |
| HSBC Holdings | 1.22% | $1.51M | £180.66B | 47.15% | 79 Outperform | |
| Nestlé SA | 1.22% | $1.50M | CHF200.57B | 2.56% | 65 Neutral | |
| Intesa Sanpaolo SpA | 1.16% | $1.43M | €97.45B | 41.38% | 61 Neutral | |
| PepsiCo | 1.16% | $1.43M | $205.27B | -10.38% | 78 Outperform |
DEW Technical Analysis
Neutral
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Price Trends
59.64
Positive
58.42
Positive
55.96
Positive
Market Momentum
0.18
Negative
48.25
Neutral
63.58
Neutral
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 59.86, equal to the 50-day MA of 59.64, and equal to the 200-day MA of 55.96, indicating a neutral trend. The MACD of 0.18 indicates Negative momentum. The RSI at 48.25 is Neutral, neither overbought nor oversold. The STOCH value of 63.58 is Neutral, 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
59.71
7.55
14.47%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
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DIV
Global X SuperDividend US ETF
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WDIV
SPDR S&P Global Dividend ETF
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DIVD
Altrius Global Dividend ETF Altrius Global Divid 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.
Disclaimer
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.Date of analysis: ―
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