WisdomTree International Equity Fund
DWM - ETF AI Analysis
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WisdomTree International Equity Fund (DWM)
DWM, the WisdomTree International Equity Fund, earns a solid overall rating thanks to several strong, diversified holdings like HSBC, Novartis, Intesa Sanpaolo, Inditex, and Mitsubishi UFJ, which show healthy financial performance, reasonable valuations, and generally positive market trends. At the same time, some holdings such as Allianz, BHP, Shell, and Roche face short-term technical or valuation concerns, which slightly weigh on the fund’s rating. The main risk factor is exposure to stocks with potential overvaluation or bearish/weak short-term momentum, even though the overall mix remains broadly diversified across sectors and regions.
DWM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 662.36M
- Region
- Developed Markets
- Expense Ratio
- 0.48%
- Beta
- 0.63
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 2.77%
- Asset Class
- Equity
- Index Tracked
- WisdomTree International Equity Index
DWM Summary
DWM is the WisdomTree International Equity Fund, an ETF that follows the WisdomTree International Equity Index and invests in dividend-paying companies across developed markets outside the U.S. and Canada. It holds well-known names like Nestlé, Toyota, Shell, and Novartis, giving you broad exposure to many countries and sectors in a single investment. People might consider DWM to diversify beyond the U.S. and seek both growth and income from international dividends. A key risk is that international stocks can go up and down with global markets and may be affected by currency swings and overseas economic issues.
How much will it cost me?
This ETF has an expense ratio of 0.48%, which means you’ll pay about $4.80 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, dividend-weighted strategy rather than a plain market-cap-weighted passive approach.
What would affect this ETF?
This ETF could benefit if developed markets outside North America grow steadily, if large financial, healthcare, and consumer companies like HSBC, Roche, Novartis, and Nestlé remain profitable, and if dividend-paying stocks stay in favor with investors seeking income. On the downside, slower economic growth in Europe or Japan, falling corporate profits, changes in bank or energy regulations, or rising global interest rates that hurt dividend-focused and international stocks could weigh on future performance.
DWM Top 10 Holdings
DWM leans heavily on European and Asian blue chips, with healthcare and energy doing much of the heavy lifting. Roche and Novartis are rising steadily, giving the fund a solid defensive backbone, while Shell’s strong run in energy adds some cyclical punch. On the flip side, BHP has been lagging lately, and big banks like HSBC and Mitsubishi UFJ show more mixed momentum, occasionally putting a brake on returns. Overall, it’s a diversified, dividend-focused play on developed markets outside North America, without any single stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 GB:SHEL | Shell (UK) | 1.42% | $9.10M | GBP 211.09B | 30.61% | 73Outperform |
 GB:HSBA | HSBC Holdings | 1.33% | $8.49M | GBP 223.53B | 19.82% | 80Outperform |
 AU:BHP | BHP Group Ltd | 1.29% | $8.26M | AUD 292.91B | 34.00% | 68Neutral |
 CH:NOVN | Novartis AG | 1.24% | $7.93M | CHF 243.61B | 30.57% | 80Outperform |
 DE:ALV | Allianz | 1.23% | $7.85M | EUR 170.83B | 27.68% | 67Neutral |
 CH:NESN | Nestlé SA | 1.20% | $7.65M | CHF 220.83B | 8.82% | 71Outperform |
 ES:ITX | Inditex | 1.15% | $7.33M | EUR 183.76B | 23.77% | 78Outperform |
 IT:ISP | Intesa Sanpaolo SpA | 1.15% | $7.32M | EUR 106.90B | 10.78% | 76Outperform |
 JP:7203 | Toyota Motor | 1.10% | $7.01M | JPY 39.53T | 6.34% | 80Outperform |
DWM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DWM, the sentiment is Negative. The current price of 72.37 is below the 20-day moving average (MA) of 73.16, below the 50-day MA of 73.90, and below the 200-day MA of 72.75, indicating a bearish trend. The MACD of -0.15 indicates Negative momentum. The RSI at 43.47 is Neutral, neither overbought nor oversold. The STOCH value of 39.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DWM.
DWM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DWM | $72.37 | $78.00(7.78% Upside) | $662.36M | 0.48% | 64Neutral |
 GSID | $73.38 | $88.41(20.49% Upside) | $999.63M | 0.20% | 66Neutral |
 NUDM | $38.81 | $53.39(37.56% Upside) | $906.60M | 0.27% | 64Neutral |
 IQDG | $41.78 | $50.51(20.89% Upside) | $691.92M | 0.42% | 67Neutral |
 EFAX | $52.50 | $63.82(21.56% Upside) | $490.47M | 0.20% | 66Neutral |
 JPIN | $73.44 | $92.45(25.88% Upside) | $387.61M | 0.37% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DWM | WisdomTree International Equity Fund | 72.37 | 6.79 | 10.36% | |
| GSID | Goldman Sachs MarketBeta International Equity ETF | 73.38 | 6.75 | 10.13% | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | 38.81 | 3.03 | 8.46% | |
| IQDG | WisdomTree International Quality Dividend Growth Fund | 41.78 | 2.17 | 5.48% | |
| EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 52.50 | 3.67 | 7.52% | |
| JPIN | J.P. Morgan Diversified Return International Equity ETF | 73.44 | 8.04 | 12.30% |
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.