DIM - ETF AI Analysis

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WisdomTree International MidCap Dividend Fund (DIM)

Rating:57Neutral

Price Target:―

DIM, the WisdomTree International MidCap Dividend Fund, has a moderate overall rating that reflects a mix of solid income-focused holdings and some pockets of risk. Strong contributors like Tenaris, WH Group, and Admiral support the fund with robust financial performance, attractive valuations, and healthy dividend yields, while names such as Royal KPN and TRATON add stability but bring concerns around high leverage and weaker revenue or momentum. The main risk factor is that several holdings show overbought technical signals or other short-term pressures, which could increase volatility even though the underlying businesses are generally sound.

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)

AUM168.18M

RegionDeveloped Markets

Expense Ratio0.58%

Beta0.59

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield3.03%

Asset ClassEquity

Index TrackedWisdomTree International MidCap Dividend Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,222

30 Day Avg. Volume5,563

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

94.51

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering589

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 financials and industrials setting the tone across developed markets outside the U.S. Recent strength from names like Banca Mediolanum and energy player Tenaris has given the fund a helpful tailwind, while Astellas Pharma has been a steady, if unspectacular, contributor. On the flip side, Admiral and Royal KPN have been losing steam, acting as mild brakes on performance. Overall, the fund is diversified across sectors and countries, with no single stock dominating the story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
	―	1.29%	$2.21M	―	―	―
0288	WH Group	1.02%	$1.73M	HK$121.12B	51.12%	75 Outperform
4503	Astellas Pharma	0.80%	$1.37M	¥4.40T	67.45%	69 Neutral
BMED	Banca Mediolanum SpA	0.79%	$1.36M	€14.58B	58.06%	71 Outperform
8TRA	TRATON SE	0.76%	$1.30M	€18.09B	14.58%	68 Neutral
KPN	Royal KPN NV	0.76%	$1.29M	€17.11B	26.96%	67 Neutral
	―	0.71%	$1.21M	―	―	―
TEN	Tenaris	0.69%	$1.17M	€21.15B	3.88%	78 Outperform
	―	0.68%	$1.17M	―	―	―
NN	NN Group N.V.	0.67%	$1.14M	€17.26B	53.98%	68 Neutral

DIM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

81.69

Positive

100DMA

79.25

Positive

200DMA

76.28

Positive

Market Momentum

MACD

1.52

Negative

RSI

73.95

Negative

STOCH

85.15

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 84.24, equal to the 50-day MA of 81.69, and equal to the 200-day MA of 76.28, indicating a bullish trend. The MACD of 1.52 indicates Negative momentum. The RSI at 73.95 is Negative, neither overbought nor oversold. The STOCH value of 85.15 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DIM	―	―	$168.18M	0.58%	―
DFSI	―	―	$987.00M	0.24%	―
SEIE	―	―	$944.76M	0.50%	―
IMFL	―	―	$720.61M	0.34%	―
IDHQ	―	―	$638.64M	0.29%	―
TLTD	―	―	$624.34M	0.39%	―

Performance Comparison

DIM

WisdomTree International MidCap Dividend Fund

88.16

26.33

42.58%

DFSI

Dimensional International Sustainability Core 1 ETF

―

SEIE

SEI Select International Equity ETF

―

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

―

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: ―

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