DOL - ETF AI Analysis
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WisdomTree International LargeCap Dividend Fund (DOL)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered strong gains so far this year, suggesting its strategy has been working well in the recent market environment.
Solid Top Dividend Holdings
Several of the largest positions, including Samsung Electronics, HSBC, Novartis, and Nestlé, have shown strong or steady performance, helping support the ETF’s returns.
Broad International Diversification
The ETF spreads its investments across many countries such as Japan, the UK, France, Germany, and others, which helps reduce the impact of problems in any single market.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors keep over time.
Concentration in a Few Countries
A large portion of the portfolio is focused in Japan and the UK, which increases the fund’s sensitivity to economic or political issues in those markets.
Exposure to Lagging Holding
Toyota Motor, one of the top positions, has shown weak performance this year, which can be a small drag on overall returns if the weakness continues.
DOL vs. SPDR S&P 500 ETF (SPY)
AUM857.73M
RegionGlobal
Expense Ratio0.48%
Beta0.63
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.4%
Asset ClassEquity
Index TrackedWisdomTree True Developed International Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,666
30 Day Avg. Volume14,884
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
88.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering288
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DOL Summary
The WisdomTree International LargeCap Dividend Fund (DOL) is an ETF that tracks the WisdomTree True Developed International Index, focusing on big, established companies outside the U.S. and Canada that pay dividends. It holds well-known names like Samsung Electronics and Nestlé, spread across countries such as Japan, the UK, and France and across many sectors, including financials and industrials. Someone might invest in DOL to add global diversification and steady dividend income to their portfolio. A key risk is that international stock prices and currency values can go up and down, which can affect your returns.
How much will it cost me?The WisdomTree International LargeCap Dividend Fund (DOL) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to focus on large-cap dividend-paying companies in developed markets outside North America.
What would affect this ETF?The WisdomTree International LargeCap Dividend Fund (DOL) could benefit from stable dividend payouts and growth opportunities in developed markets outside North America, particularly if global economic conditions improve and large-cap companies in sectors like financials and industrials continue to perform well. However, challenges such as rising interest rates, regulatory changes in key regions, or economic slowdowns in developed markets could negatively impact the fund’s performance, especially given its significant exposure to financial and consumer sectors.
DOL Top 10 Holdings
DOL leans heavily on overseas blue chips, with European and Asian giants doing most of the heavy lifting. Financials are in the driver’s seat: HSBC, Intesa Sanpaolo, and BBVA have been rising, giving the fund a solid tailwind from the banking sector. On the defensive side, Nestlé has been losing a bit of steam, while Toyota’s mixed performance has kept it from being a real engine for gains. Energy name Shell and healthcare leaders like Novartis and Roche are steadily supporting returns in this global ex-North America mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Samsung Electronics | 3.21% | $27.40M | ₩10.00T> | 230.73% | ― | |
| HSBC Holdings | 2.13% | $18.14M | £260.71B | 56.97% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.55% | $13.24M | €119.52B | 19.85% | 76 Outperform | |
| Novartis AG | 1.46% | $12.43M | CHF233.25B | 24.97% | 80 Outperform | |
| Shell (UK) | 1.42% | $12.11M | £188.16B | 26.65% | 73 Outperform | |
| Roche Holding AG | 1.40% | $11.91M | $373.97B | 43.40% | 73 Outperform | |
| Toyota Motor | 1.36% | $11.60M | ¥37.09T | 7.85% | 80 Outperform | |
| Nestlé SA | 1.34% | $11.44M | CHF204.95B | 3.14% | 71 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.24% | $10.59M | €138.17B | 51.67% | 76 Outperform | |
| BHP Group Ltd | 1.24% | $10.54M | AU$331.24B | 89.25% | 68 Neutral |
DOL Technical Analysis
Positive
―
Price Trends
74.97
Positive
73.39
Positive
69.81
Positive
Market Momentum
0.68
Positive
61.65
Neutral
70.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DOL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 76.24, equal to the 50-day MA of 74.97, and equal to the 200-day MA of 69.81, indicating a bullish trend. The MACD of 0.68 indicates Positive momentum. The RSI at 61.65 is Neutral, neither overbought nor oversold. The STOCH value of 70.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DOL.
DOL Peer Comparison
Comparison Results
Performance Comparison
DOL
WisdomTree International LargeCap Dividend Fund
77.10
16.61
27.46%
FHEQ
Fidelity Hedged Equity ETF
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―
―
DGT
SPDR Global Dow ETF
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―
―
AQEC
AQE Core ETF
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―
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BBHL
BBH Select Large Cap ETF
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―
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TEQI
T. Rowe Price Equity Income 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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