DEW - ETF AI Analysis
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WisdomTree Global High Dividend Fund (DEW)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has shown solid gains so far this year and in recent months, indicating positive momentum.
Global Diversification
Holdings spread across the U.S., Europe, Asia, and other regions help reduce the impact of weakness in any single country.
Supportive Top Holdings
Several of the largest positions, especially in energy and health care, have delivered strong results that support the fund’s overall performance.
Negative Factors
Above-Average Fees
The expense ratio is on the higher side for an ETF, which can slowly reduce long-term returns compared with lower-cost options.
Heavy U.S. and Financials Exposure
A large tilt toward U.S. stocks and financial companies means the fund could be more affected if these areas struggle.
Mixed Performance Among Top Holdings
Some key positions, particularly in pharmaceuticals and financials, have recently lagged, which could weigh on future returns if the trend continues.
DEW vs. SPDR S&P 500 ETF (SPY)
AUM145.32M
RegionGlobal
Expense Ratio0.58%
Beta0.45
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.17%
Asset ClassEquity
Index TrackedWisdomTree Global High Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,513
30 Day Avg. Volume2,822
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
76.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering602
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 relatively high dividends. It holds a mix of sectors like financials, energy, real estate, and health care, with most investments in the U.S. but also exposure to Europe and Asia. Well-known holdings include Exxon Mobil and Johnson & Johnson. Someone might invest in this ETF to seek regular income from dividends while staying diversified across many countries and industries. A key risk is that stock prices and dividend payments can go up or down with global markets.
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 global high-dividend fund leans heavily on classic income engines, with energy giants Exxon Mobil and Chevron recently losing a bit of steam and acting as mild brakes on performance. Financial heavyweight HSBC has been one of the brighter spots, rising and helping offset some of that energy softness. On the defensive side, Johnson & Johnson and Merck have been steady anchors, while AbbVie adds a more mixed but still supportive health care tilt. Overall, the ETF is diversified across sectors and regions, not overly tied to any single country or theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 2.46% | $3.56M | $610.73B | 36.74% | 74 Outperform | |
| Chevron | 1.90% | $2.75M | $373.19B | 24.89% | 71 Outperform | |
| Johnson & Johnson | 1.87% | $2.70M | $609.12B | 54.58% | 78 Outperform | |
| HSBC Holdings | 1.50% | $2.18M | £256.41B | 59.94% | 80 Outperform | |
| AbbVie | 1.45% | $2.10M | $449.63B | 34.46% | 66 Neutral | |
| Altria Group | 1.39% | $2.02M | $123.92B | 27.90% | 64 Neutral | |
| Philip Morris | 1.35% | $1.96M | $300.77B | 7.97% | 61 Neutral | |
| Merck & Company | 1.32% | $1.91M | $314.90B | 59.45% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.11% | $1.60M | €110.92B | 27.42% | 76 Outperform | |
| Nestlé SA | 1.08% | $1.57M | CHF220.05B | 8.57% | 71 Outperform |
DEW Technical Analysis
Positive
―
Price Trends
68.44
Positive
67.31
Positive
64.06
Positive
Market Momentum
0.67
Negative
72.65
Negative
85.73
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 69.31, equal to the 50-day MA of 68.44, and equal to the 200-day MA of 64.06, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 72.65 is Negative, neither overbought nor oversold. The STOCH value of 85.73 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
71.10
15.14
27.06%
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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ZINC
Zacks Income 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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