DEW - ETF AI Analysis
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WisdomTree Global High Dividend Fund (DEW)
Rating:67Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of weakness in any single country.
Strong Blue-Chip Holdings
Several top positions in well-known companies like Exxon Mobil, Chevron, Johnson & Johnson, and PepsiCo have delivered strong or steady performance, supporting the fund’s returns.
Negative Factors
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns.
Heavy Tilt to Financials and Energy
Large weights in financial and energy stocks mean the fund is more exposed if these sectors face a downturn.
Some Lagging Top Holdings
A few of the larger positions, such as AbbVie and Intesa Sanpaolo, have shown weak performance this year, which can drag on overall results.
DEW vs. SPDR S&P 500 ETF (SPY)
AUM139.22M
RegionGlobal
Expense Ratio0.58%
Beta0.50
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.25%
Asset ClassEquity
Index TrackedWisdomTree Global High Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,215
30 Day Avg. Volume6,514
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
73.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering601
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DEW Summary
The WisdomTree Global High Dividend Fund (DEW) is an ETF that follows the WisdomTree Global High Dividend Index, focusing on companies around the world that pay higher-than-average dividends. It holds many sectors, with big weights in financials, energy, real estate, and utilities, and includes well-known names like Exxon Mobil and Johnson & Johnson. Investors might consider this ETF if they want a steady income stream from dividends plus broad global diversification in one fund. A key risk is that stock prices and dividend payments can go up and down with the market and the global economy.
How much will it cost me?The WisdomTree Global High Dividend Fund (DEW) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed to focus on high dividend yield equities across global markets, requiring more research and management effort.
What would affect this ETF?The WisdomTree Global High Dividend Fund (DEW) could benefit from stable or rising interest in dividend-paying stocks, especially during periods of economic uncertainty when investors seek reliable income streams. However, it may face challenges if global economic growth slows, impacting corporate profitability, or if regulatory changes negatively affect high-dividend sectors like financials and energy. Additionally, fluctuations in commodity prices or interest rates could influence the performance of top holdings such as Exxon Mobil and Chevron.
DEW Top 10 Holdings
This ETF leans heavily on global energy and health-care giants, with Exxon, Chevron, and Shell doing much of the heavy lifting as their shares have been rising and powering overall returns. On the defensive side, Johnson & Johnson and Merck have been steady contributors, offering ballast when markets wobble. Tobacco names like Altria and Philip Morris are more mixed, providing income but not much spark lately, while HSBC has been lagging and quietly weighing on results. Overall, it’s a globally diversified, dividend-first portfolio, not a high-flying tech story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 2.71% | $3.75M | $635.47B | 47.87% | 74 Outperform | |
| Chevron | 2.05% | $2.84M | $379.84B | 39.02% | 71 Outperform | |
| Johnson & Johnson | 1.89% | $2.62M | $574.36B | 57.16% | 78 Outperform | |
| HSBC Holdings | 1.39% | $1.93M | £230.29B | 80.26% | 80 Outperform | |
| Merck & Company | 1.33% | $1.84M | $303.31B | 53.35% | 80 Outperform | |
| Altria Group | 1.33% | $1.84M | $112.65B | 18.94% | 64 Neutral | |
| AbbVie | 1.25% | $1.74M | $367.80B | 18.79% | 66 Neutral | |
| Philip Morris | 1.19% | $1.65M | $251.01B | 4.26% | 61 Neutral | |
| Shell (UK) | 1.10% | $1.53M | £193.37B | 48.20% | 73 Outperform | |
| PepsiCo | 1.10% | $1.53M | $214.65B | 8.74% | 78 Outperform |
DEW Technical Analysis
Positive
―
Price Trends
66.77
Positive
64.09
Positive
61.10
Positive
Market Momentum
0.34
Negative
64.75
Neutral
94.46
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 66.14, equal to the 50-day MA of 66.77, and equal to the 200-day MA of 61.10, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 64.75 is Neutral, neither overbought nor oversold. The STOCH value of 94.46 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DEW.
DEW Peer Comparison
Comparison Results
Performance Comparison
DEW
WisdomTree Global High Dividend Fund
67.85
16.61
32.42%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
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WDIV
SPDR S&P Global Dividend ETF
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DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
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DVGR
DAC 3D Dividend Growth ETF
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GENW
Genter Capital International Dividend 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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