DEW - ETF AI Analysis

Top Page

WisdomTree Global High Dividend Fund (DEW)

Rating:67Neutral

Price Target:―

DEW, the WisdomTree Global High Dividend Fund, earns a solid overall rating driven by high-quality, diversified holdings like Merck, HSBC, Johnson & Johnson, and PepsiCo, which all show strong financial performance, positive outlooks, and supportive technical trends. Some positions such as Philip Morris and Altria face challenges from high leverage, bearish or weak technical signals, and industry headwinds, which modestly weigh on the fund’s rating. The main risk factor is its meaningful exposure to a few sectors like energy, healthcare, and tobacco, which can increase sensitivity to sector-specific downturns.

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)

AUM139.09M

RegionGlobal

Expense Ratio0.58%

Beta0.48

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield3.35%

Asset ClassEquity

Index TrackedWisdomTree Global High Dividend Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,424

30 Day Avg. Volume6,130

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

70.89

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering611

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 global high-dividend fund leans heavily on classic defensives and income names rather than flashy tech. Energy giants Exxon Mobil and Chevron have been rising lately, giving the ETF a solid boost as oil stays in the spotlight. Health care stalwarts Johnson & Johnson and Merck are also pulling their weight, with steady-to-strong gains that help smooth out volatility. On the flip side, AbbVie has been lagging and acting like a small anchor on returns, while European bank Intesa Sanpaolo and consumer staple PepsiCo have delivered more mixed, middle-of-the-road performance. With holdings spread across the U.S., Europe, and beyond, the fund’s story is one of globally diversified, dividend-heavy ballast rather than high-octane growth.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
XOM	Exxon Mobil	2.68%	$3.74M	$656.02B	43.86%	74 Outperform
CVX	Chevron	1.98%	$2.76M	$374.15B	19.21%	71 Outperform
JNJ	Johnson & Johnson	1.86%	$2.59M	$580.30B	53.17%	78 Outperform
HSBA	HSBC Holdings	1.38%	$1.92M	£224.21B	49.04%	80 Outperform
PM	Philip Morris	1.35%	$1.89M	$289.96B	24.86%	61 Neutral
ABBV	AbbVie	1.29%	$1.80M	$390.40B	14.18%	66 Neutral
MRK	Merck & Company	1.28%	$1.79M	$296.13B	41.33%	80 Outperform
MO	Altria Group	1.27%	$1.78M	$110.66B	22.94%	64 Neutral
PEP	PepsiCo	1.17%	$1.63M	$231.17B	16.99%	78 Outperform
ISP	Intesa Sanpaolo SpA	1.10%	$1.53M	€102.30B	34.51%	76 Outperform

DEW Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

63.03

Positive

100DMA

61.23

Positive

200DMA

58.82

Positive

Market Momentum

MACD

1.45

Negative

RSI

82.95

Negative

STOCH

96.57

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 65.25, equal to the 50-day MA of 63.03, and equal to the 200-day MA of 58.82, indicating a bullish trend. The MACD of 1.45 indicates Negative momentum. The RSI at 82.95 is Negative, neither overbought nor oversold. The STOCH value of 96.57 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DEW	―	―	$139.09M	0.58%	―
RDIV	―	―	$966.71M	0.39%	―
WDIV	―	―	$255.26M	0.40%	―
DIVD	―	―	$16.61M	0.49%	―
DVGR	―	―	$12.77M	0.65%	―
GENW	―	―	$4.02M	0.38%	―

Performance Comparison

DEW

WisdomTree Global High Dividend Fund

68.25

15.31

28.92%

RDIV

Invesco S&P Ultra Dividend Revenue ETF

―

WDIV

SPDR S&P Global Dividend ETF

―

DIVD

Altrius Global Dividend ETF Altrius Global Divid ETF

―

DVGR

DAC 3D Dividend Growth ETF

―

GENW

Genter Capital International Dividend ETF

―

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: ―

Table of Contents