DIM - ETF AI Analysis

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WisdomTree International MidCap Dividend Fund (DIM)

Rating:56Neutral

Price Target:―

DIM’s rating suggests it is a solid but not standout international mid-cap dividend fund, with its quality supported by strong holdings like Tenaris and WH Group, which combine good profitability, healthy balance sheets, and attractive dividend yields. Other key positions such as Banca Mediolanum and Admiral also add strength through solid financial performance and income potential, but short-term technical pressures like overbought signals, bearish momentum, and issues such as cash flow volatility and high leverage in some holdings slightly weigh on the overall assessment. The main risk factor is that several holdings face technical or cash flow challenges at the same time, which can increase volatility even though the underlying businesses are generally sound.

Positive Factors

Solid Recent Performance

The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its underlying holdings.

Broad International Diversification

Holdings spread across many countries such as Japan, the UK, and several European and Asia-Pacific markets help reduce reliance on any single economy.

Dividend-Focused Mid-Cap Exposure

The fund targets dividend-paying mid-sized companies, including several top holdings with strong year-to-date performance, which can offer a mix of income and growth potential.

Negative Factors

Relatively High Expense Ratio

The fund’s fee is on the higher side for an ETF, which can gradually eat into investor returns over time.

Heavy Country Concentration in Japan

A large portion of assets is invested in Japanese companies, increasing the fund’s sensitivity to economic and market conditions in that country.

Limited U.S. Market Exposure

With only a small allocation to U.S. stocks, the ETF may lag when the U.S. market outperforms other regions.

DIM vs. SPDR S&P 500 ETF (SPY)

AUM163.05M

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. Volume4,715

30 Day Avg. Volume3,403

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

96.09

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering589

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DIM Summary

The WisdomTree International MidCap Dividend Fund (DIM) is an ETF that follows the WisdomTree International MidCap Dividend Index. It invests in medium‑sized companies outside the U.S., mainly in countries like Japan, the UK, and Italy, and spreads money across many sectors such as industrials, financials, and utilities. Well-known holdings include Astellas Pharma and Royal KPN. Investors might consider DIM for a mix of potential growth and regular dividend income, plus international diversification. A key risk is that foreign mid-sized stocks can be more volatile and can go up or 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 European financials and industrials rather than flashy U.S. tech. Insurance names like Admiral and NN Group are doing much of the heavy lifting, rising steadily and helping offset softer spots. Astellas Pharma has also been a quiet engine, adding some health care strength. On the flip side, WH Group and Banca Mediolanum have been lagging, acting like a bit of sand in the fund’s gears. Overall, exposure is broadly spread across developed markets outside the U.S., keeping single-name risk in check.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
	―	1.37%	$2.26M	―	―	―
0288	WH Group	0.96%	$1.59M	HK$113.29B	3.66%	75 Outperform
TEN	Tenaris	0.91%	$1.51M	€29.12B	76.66%	78 Outperform
BMED	Banca Mediolanum SpA	0.87%	$1.45M	€14.74B	30.42%	71 Outperform
ADM	Admiral	0.80%	$1.32M	£10.54B	4.97%	74 Outperform
NN	NN Group N.V.	0.74%	$1.23M	€18.23B	32.83%	68 Neutral
KPN	Royal KPN NV	0.73%	$1.20M	€16.97B	8.62%	67 Neutral
	―	0.71%	$1.17M	―	―	―
8TRA	TRATON SE	0.70%	$1.16M	€16.51B	19.75%	68 Neutral
AMUN	Amundi SA	0.70%	$1.15M	€16.39B	22.32%	60 Neutral

DIM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

86.81

Positive

100DMA

85.91

Positive

200DMA

82.01

Positive

Market Momentum

MACD

0.02

Negative

RSI

56.56

Neutral

STOCH

93.40

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 86.73, equal to the 50-day MA of 86.81, and equal to the 200-day MA of 82.01, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 56.56 is Neutral, neither overbought nor oversold. The STOCH value of 93.40 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	―	―	$163.05M	0.58%	56 Neutral
IDHQ	―	―	$805.76M	0.29%	61 Neutral
FYLD	―	―	$666.36M	0.59%	60 Neutral
TLTD	―	―	$650.15M	0.39%	64 Neutral
ISCF	―	―	$623.40M	0.23%	58 Neutral
TXUE	―	―	$495.86M	0.65%	64 Neutral

Performance Comparison

DIM

WisdomTree International MidCap Dividend Fund

87.81

15.41

21.28%

IDHQ

Invesco S&P International Developed High Quality ETF

―

FYLD

Cambria Foreign Shareholder Yield ETF

―

TLTD

FlexShares Morningstar Developed Markets ex-US Factor Tilt

―

ISCF

iShares MSCI Intl Small-Cap Multifactor ETF

―

TXUE

Thornburg International Equity 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.

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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