DIM - ETF AI Analysis
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WisdomTree International MidCap Dividend Fund (DIM)
Rating:56Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries, with meaningful exposure to markets like Japan, the UK, Italy, and Australia, which helps reduce reliance on any single economy.
Balanced Sector Mix
Holdings are spread across financials, industrials, real estate, utilities, and several other sectors, which can help smooth returns if one industry runs into trouble.
Generally Positive Recent Performance
The ETF has shown positive performance over the past month, three months, and year to date, indicating recent upward momentum.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are eaten up by fees each year.
Concentration in Financials and Industrials
A large share of the portfolio is in financial and industrial companies, so weakness in these sectors could have an outsized impact on the fund.
Mixed Performance Among Top Holdings
Some of the larger positions, such as Admiral, TRATON SE, and Royal KPN, have shown weak or negative year-to-date performance, which can drag on overall returns.
DIM vs. SPDR S&P 500 ETF (SPY)
AUM168.98M
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.64
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.8%
Asset ClassEquity
Index TrackedWisdomTree International MidCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,243
30 Day Avg. Volume4,346
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
98.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering588
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DIM Summary
DIM is an ETF that follows the WisdomTree International MidCap Dividend Index, investing in medium‑sized companies outside the U.S. that pay dividends. It spreads money across many countries like Japan, the UK, and Australia, and across sectors such as financials, industrials, and utilities. Well-known holdings include Astellas Pharma and Royal KPN. Someone might consider DIM for a mix of potential growth and regular dividend income, while also gaining international diversification. A key risk is that international mid-cap stocks can be more volatile and their prices can go up and down with global markets and currency moves.
How much will it cost me?The WisdomTree International MidCap Dividend Fund (DIM) 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, focusing on selecting dividend-paying mid-cap stocks internationally. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The WisdomTree International MidCap Dividend Fund (DIM) could benefit from stable dividend payouts and growth opportunities in developed markets outside the U.S., particularly in sectors like financials and industrials, which make up a significant portion of its holdings. However, potential risks include economic slowdowns in these regions, regulatory changes affecting dividend policies, or sector-specific challenges, such as rising interest rates impacting financial stocks. Investors should also consider currency fluctuations, which could affect returns from international investments.
DIM Top 10 Holdings
DIM leans heavily into international mid-cap dividend payers, with a clear tilt toward industrials and financials across developed markets outside the U.S. Energy name Tenaris has been a key engine, rising strongly and giving the fund a helpful boost, while telecom player Royal KPN and pharma group Astellas have been steady contributors. On the flip side, Italian lender Banca Mediolanum has been lagging and acting like a small anchor on returns, with NN Group also mixed. Overall, performance is driven more by broad sector strength than any single dominant stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.28% | $2.17M | ― | ― | ― | |
| WH Group | 1.16% | $1.97M | HK$138.95B | 35.59% | 75 Outperform | |
| Tenaris | 0.87% | $1.47M | €27.29B | 81.18% | 78 Outperform | |
| Astellas Pharma | 0.82% | $1.39M | ¥4.69T | 90.63% | 69 Neutral | |
| Royal KPN NV | 0.80% | $1.36M | €18.44B | 21.50% | 67 Neutral | |
| ― | 0.78% | $1.31M | ― | ― | ― | |
| Admiral | 0.75% | $1.27M | £9.98B | 6.32% | 74 Outperform | |
| Banca Mediolanum SpA | 0.74% | $1.25M | €13.67B | 46.50% | 71 Outperform | |
| TRATON SE | 0.70% | $1.19M | €16.65B | 23.25% | 68 Neutral | |
| NN Group N.V. | 0.69% | $1.16M | €17.98B | 44.03% | 68 Neutral |
DIM Technical Analysis
Positive
―
Price Trends
85.24
Positive
82.78
Positive
79.39
Positive
Market Momentum
0.67
Negative
65.81
Neutral
97.46
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 83.27, equal to the 50-day MA of 85.24, and equal to the 200-day MA of 79.39, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 65.81 is Neutral, neither overbought nor oversold. The STOCH value of 97.46 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIM.
DIM Peer Comparison
Comparison Results
Performance Comparison
DIM
WisdomTree International MidCap Dividend Fund
87.53
23.32
36.32%
SEIE
SEI Select International Equity ETF
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―
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IMFL
Invesco International Developed Dynamic Multifactor ETF
―
―
―
IDHQ
Invesco S&P International Developed High Quality ETF
―
―
―
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt
―
―
―
FYLD
Cambria Foreign Shareholder Yield ETF
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―
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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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