DWM - ETF AI Analysis
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WisdomTree International Equity Fund (DWM)
Rating:65Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries in Europe and Asia, which helps reduce the impact of problems in any single market.
Strong Contribution from Several Top Holdings
Many of the largest positions, including major banks, healthcare, and technology companies, have shown strong or steady performance, supporting the ETF’s overall gains so far this year.
Balanced Sector Mix
Exposure to financials, industrials, consumer companies, healthcare, and technology provides a mix of different types of businesses, which can help smooth returns over time.
Negative Factors
Moderate Expense Ratio
The fund’s fees are higher than the cheapest international ETFs, which means a slightly larger slice of returns goes to costs each year.
Heavy Tilt to Japan and the UK
A large share of the portfolio is invested in Japan and the UK, so negative economic or market news in those countries could weigh more heavily on the fund.
Some Key Holdings Showing Weakness
A major auto stock in the top holdings has been weak this year, which could drag on performance if it does not recover.
DWM vs. SPDR S&P 500 ETF (SPY)
AUM691.54M
RegionDeveloped Markets
Expense Ratio0.48%
Beta0.66
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.65%
Asset ClassEquity
Index TrackedWisdomTree International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,268
30 Day Avg. Volume11,328
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
84.05Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1379
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DWM Summary
DWM, the WisdomTree International Equity Fund, is an ETF that tracks the WisdomTree International Equity Index, focusing on stocks from developed countries outside the U.S. and Canada. It owns many large and mid-sized companies across sectors like financials, industrials, and consumer goods, including well-known names such as Toyota and Nestlé. Because it weights companies by their dividends, it may appeal to investors looking for international diversification plus potential income from dividends. A key risk is that international stock prices and currencies can be volatile, so the fund’s value can go up and down significantly over time.
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
DWM leans heavily on big European financials, with HSBC, Intesa Sanpaolo, and BBVA doing much of the heavy lifting as their shares keep rising and dividend appeal stays strong. ASML has been a standout growth engine, riding the semiconductor wave, while Shell adds a steady energy ballast with generally supportive recent moves. On the defensive side, Nestlé has been losing a bit of steam and Toyota’s performance has been mixed, slightly dragging on results. Overall, the fund offers a diversified, dividend-focused mix across developed markets outside North America.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.78% | $12.21M | £262.77B | 60.76% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.27% | $8.71M | €120.49B | 28.79% | 76 Outperform | |
| Novartis AG | 1.18% | $8.11M | CHF230.61B | 32.06% | 80 Outperform | |
| Roche Holding AG | 1.12% | $7.70M | $361.51B | 51.16% | 73 Outperform | |
| Nestlé SA | 1.08% | $7.41M | CHF208.89B | 10.64% | 71 Outperform | |
| Shell (UK) | 1.07% | $7.35M | £181.34B | 24.71% | 73 Outperform | |
| Toyota Motor | 1.06% | $7.31M | ¥35.29T | 7.50% | 80 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.01% | $6.94M | €136.94B | 57.63% | 76 Outperform | |
| ASML Holding NV | 0.96% | $6.64M | €572.60B | 143.26% | 76 Outperform | |
| BHP Group Ltd | 0.90% | $6.22M | AU$319.93B | 76.56% | 68 Neutral |
DWM Technical Analysis
Positive
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Price Trends
73.80
Positive
72.63
Positive
70.59
Positive
Market Momentum
0.87
Negative
64.61
Neutral
81.18
Negative
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 74.86, equal to the 50-day MA of 73.80, and equal to the 200-day MA of 70.59, indicating a bullish trend. The MACD of 0.87 indicates Negative momentum. The RSI at 64.61 is Neutral, neither overbought nor oversold. The STOCH value of 81.18 is Negative, 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
76.54
12.46
19.44%
JHMD
John Hancock Multifactor Developed International ETF
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DMXF
iShares ESG Advanced MSCI EAFE ETF
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IQDG
WisdomTree International Quality Dividend Growth Fund
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NUDM
Nuveen ESG International Developed Markets Equity ETF
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EFAX
SPDR MSCI EAFE Fossil Fuel Free 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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