DIM - ETF AI Analysis
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WisdomTree International MidCap Dividend Fund (DIM)
DIM, the WisdomTree International MidCap Dividend Fund, has a solid but not top-tier overall rating, reflecting a mix of strong dividend-focused holdings and some financial or growth challenges among its stocks. Strong contributors like Banca Mediolanum, CK Infrastructure, and Galaxy Entertainment support the fund’s quality through solid financial performance, attractive valuations, and income potential, while weaker aspects such as declining revenues, cash flow volatility, and occasional overbought or bearish technical signals in names like Legal & General and Amundi slightly hold back the rating. The main risk factor is the fund’s exposure to several companies with revenue and cash flow pressures, which could affect future stability even though the portfolio benefits from generally good dividends and profitability.
DIM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 161.25M
- Region
- Developed Markets
- Expense Ratio
- 0.58%
- Beta
- 0.62
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 3.11%
- Asset Class
- Equity
- Index Tracked
- WisdomTree International MidCap Dividend Index
DIM Summary
DIM is an exchange-traded fund that follows the WisdomTree International MidCap Dividend Index, focusing on medium-sized companies outside the U.S. that pay regular dividends. It spreads investments across many countries like Japan, the UK, and Australia, and across sectors such as industrials, financials, and utilities. Well-known holdings include Legal & General in the UK and Amundi in France. Someone might invest in DIM to get international diversification plus potential dividend income from mid-sized companies that can still grow. A key risk is that the fund’s value can go up and down with global stock markets and currency movements.
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 invested. That’s higher than the average cost for a simple index ETF because this fund uses a more specialized, rules-based strategy to focus on international mid-cap dividend stocks.
What would affect this ETF?
This ETF could benefit if international developed markets outside the U.S. grow steadily, interest rates stabilize or fall (supporting dividend-paying financials, utilities, and real estate), and demand rises for income-focused mid-sized companies in Europe and Asia. On the other hand, it could be hurt by global slowdowns, rising interest rates that pressure dividend stocks, regulatory changes affecting financial firms like Legal & General and Amundi, or regional issues in markets such as the U.K., Italy, and Hong Kong where several top holdings are based.
DIM Top 10 Holdings
DIM leans heavily into international financials and infrastructure names, with European banks and asset managers setting the tone. Italian players like Banca Mediolanum are a bit mixed—recently lagging after a strong run—while France’s Amundi has been losing steam despite solid fundamentals. On the brighter side, U.K. insurer Legal & General and Standard Life are rising and helping drive the fund, joined by Hong Kong’s CK Infrastructure and Italy’s SNAM, which have been steady to rising. Overall, it’s a developed-markets, ex-U.S. story anchored in dividend-rich financial and utility-style holdings.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GB:LGEN | Legal & General | 1.23% | $1.97M | GBP 16.58B | 26.17% | 61Neutral |
 FR:AMUN | Amundi SA | 0.84% | $1.35M | EUR 19.50B | 41.49% | 60Neutral |
 IT:BMED | Banca Mediolanum SpA | 0.82% | $1.32M | EUR 17.17B | 29.19% | 71Outperform |
 HK:1038 | CK Infrastructure Holdings | 0.74% | $1.18M | HKD 169.47B | 36.15% | 72Outperform |
 IT:SRG | SNAM S.p.A. | 0.70% | $1.12M | EUR 20.98B | 12.16% | 72Outperform |
 HK:1113 | CK Asset Holdings | 0.67% | $1.08M | HKD 166.24B | 23.92% | 70Outperform |
 GB:SDLF | Standard Life plc | 0.66% | $1.06M | GBP 9.47B | 35.77% | 67Neutral |
 HK:0027 | Galaxy Entertainment Group | 0.58% | $923.84K | HKD 151.80B | -9.60% | 72Outperform |
DIM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIM, the sentiment is Neutral. The current price of 85.19 is below the 20-day moving average (MA) of 85.85, below the 50-day MA of 86.94, and below the 200-day MA of 85.25, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 49.61 is Neutral, neither overbought nor oversold. The STOCH value of 61.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DIM.
DIM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DIM | $85.19 | $89.00(4.47% Upside) | $161.25M | 0.58% | 57Neutral |
 TILC | $24.40 | $29.47(20.77% Upside) | $928.13M | 0.52% | 63Neutral |
 FYLD | $38.76 | $43.78(12.96% Upside) | $753.01M | 0.59% | 62Neutral |
 ISCF | $42.94 | ― | $720.74M | 0.23% | 57Neutral |
 TLTD | $98.41 | $116.37(18.25% Upside) | $667.00M | 0.39% | 65Neutral |
 TXUE | $34.71 | $39.76(14.55% Upside) | $598.87M | 0.65% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DIM | WisdomTree International MidCap Dividend Fund | 85.19 | 9.59 | 12.68% | |
| TILC | Thrivent International Large Cap ETF | 24.40 | -0.95 | -3.74% | |
| FYLD | Cambria Foreign Shareholder Yield ETF | 38.76 | 8.11 | 26.47% | |
| ISCF | iShares MSCI Intl Small-Cap Multifactor ETF | 42.94 | 3.93 | 10.07% | |
| TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 98.41 | 11.61 | 13.38% | |
| TXUE | Thornburg International Equity ETF | 34.71 | 4.27 | 14.01% |
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.