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DWM - ETF AI Analysis
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WisdomTree International Equity Fund (DWM)
Rating:65Neutral
Price Target:
$72.00
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple countries, including Japan, the UK, and France, reducing reliance on any single economy.
Healthy Sector Balance
The fund is spread across various sectors like Financials, Industrials, and Consumer Cyclical, providing broad exposure to different industries.
Reasonable Expense Ratio
With an expense ratio of 0.48%, the ETF offers competitive costs compared to many actively managed funds.
Negative Factors
Underperforming Key Holding
Toyota Motor, one of the top holdings, has shown weak year-to-date performance, which could drag on overall returns.
Limited U.S. Exposure
The ETF has minimal exposure to U.S. companies, which may limit its ability to benefit from growth in the world's largest economy.
High Financial Sector Concentration
Over 21% of the fund is allocated to the Financial sector, increasing vulnerability to sector-specific risks.
DWM vs. SPDR S&P 500 ETF (SPY)
AUM612.51M
RegionDeveloped Markets
Expense Ratio0.48%
Beta0.62
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.05%
Asset ClassEquity
Index TrackedWisdomTree International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,650
30 Day Avg. Volume14,018
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
73.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1452
DWM Summary
The WisdomTree International Equity Fund (DWM) is an ETF that lets you invest in large and mid-sized companies from developed countries outside the U.S. and Canada. It focuses on companies that pay strong dividends, which can provide steady income for investors. Some well-known companies in the fund include Toyota Motor and Nestlé. This ETF is a good choice for someone looking to diversify their portfolio with international stocks and gain exposure to global markets. However, because it invests in foreign companies, its performance can be affected by currency fluctuations and economic conditions in other countries.
How much will it cost me?The WisdomTree International Equity Fund (DWM) has an expense ratio of 0.48%, which means 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 using a dividend-weighted strategy to focus on income generation and international diversification.
What would affect this ETF?The WisdomTree International Equity Fund (DWM) could benefit from economic growth in developed markets outside North America, particularly if dividend-paying companies in sectors like Financials and Industrials continue to perform well. However, challenges such as rising interest rates or economic slowdowns in key regions like Europe and Japan could negatively impact its holdings, especially in sectors like Consumer Cyclical and Real Estate. Regulatory changes or geopolitical tensions in these markets may also pose risks to the fund's performance.
DWM Top 10 Holdings
The WisdomTree International Equity Fund (DWM) leans heavily on financials, with HSBC and BBVA among its top holdings. While BBVA has been a rising star thanks to strong earnings and strategic growth, HSBC has been lagging recently, holding back the fund’s overall performance. Consumer staples like Nestlé are providing steady support, buoyed by solid financials and a stable outlook. Meanwhile, British American Tobacco has lost steam, weighed down by bearish technical trends. With a focus on developed markets outside North America, this ETF offers a globally diversified portfolio with a tilt toward dividend-paying stalwarts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.40% | $8.48M | £182.93B | 49.86% | 79 Outperform | |
| Toyota Motor | 1.32% | $8.03M | ¥40.90T | 19.98% | 81 Outperform | |
| Nestlé SA | 1.20% | $7.28M | CHF194.30B | -0.37% | 71 Outperform | |
| Intesa Sanpaolo SpA | 1.19% | $7.19M | €96.86B | 38.50% | 61 Neutral | |
| Novartis AG | 1.09% | $6.61M | CHF188.93B | 3.96% | 78 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 1.08% | $6.57M | €304.27B | 0.14% | 78 Outperform | |
| Shell (UK) | 1.00% | $6.06M | £163.89B | 10.41% | 77 Outperform | |
| Roche Holding AG | 0.89% | $5.40M | CHF207.54B | 3.75% | 73 Outperform | |
| British American Tobacco | 0.86% | $5.23M | £84.99B | 44.32% | 60 Neutral | |
| Banco Bilbao Vizcaya Argentaria | 0.83% | $5.04M | €100.23B | 94.56% | 80 Outperform |
DWM Technical Analysis
Positive
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Price Trends
66.18
Positive
64.83
Positive
60.96
Positive
Market Momentum
0.27
Positive
48.53
Neutral
22.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DWM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 66.64, equal to the 50-day MA of 66.18, and equal to the 200-day MA of 60.96, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 48.53 is Neutral, neither overbought nor oversold. The STOCH value of 22.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DWM.
DWM Peer Comparison
Comparison Results
Performance Comparison
DWM
WisdomTree International Equity Fund
66.46
12.90
24.09%
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
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QEFA
SPDR MSCI EAFE StrategicFactors ETF
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GSID
Goldman Sachs MarketBeta International Equity ETF
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JHMD
John Hancock Multifactor Developed International ETF
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IQDG
WisdomTree International Quality Dividend Growth Fund
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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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