DIM - ETF AI Analysis

Top Page

WisdomTree International MidCap Dividend Fund (DIM)

Rating:57Neutral

Price Target:―

The WisdomTree International MidCap Dividend Fund (DIM) has a moderate overall rating, reflecting a mix of strengths and risks among its holdings. Strong contributors include WH Group Limited, which benefits from solid profitability, attractive valuation metrics, and a high dividend yield, and Banca Mediolanum SpA, which has robust earnings and a reasonable valuation. However, weaker holdings like Royal KPN NV, with high leverage and lack of momentum, and TRATON SE, facing revenue growth and cash flow challenges, may have weighed on the fund's rating. A key risk is the potential overbought conditions in some top holdings, which could lead to short-term volatility.

Positive Factors

Strong Top Holdings

Several top holdings, such as Banco BPM and Mapfre, have shown strong year-to-date performance, supporting the fund’s overall returns.

Global Diversification

The ETF has exposure to multiple countries, including Japan, the UK, and Australia, reducing reliance on any single economy.

Dividend Focus

The fund targets mid-cap companies with strong dividend payouts, appealing to income-focused investors.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio compared to many passive funds, which could eat into long-term returns.

Underperforming Short-Term Metrics

Recent one-month and three-month performance has been weak, indicating potential short-term volatility.

Limited U.S. Exposure

With only 1.3% of assets in U.S. companies, the fund may miss out on opportunities in the world’s largest economy.

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

AUM162.53M

RegionDeveloped Markets

Expense Ratio0.58%

Beta0.59

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield3.34%

Asset ClassEquity

Index TrackedWisdomTree International MidCap Dividend Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,312

30 Day Avg. Volume4,726

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

89.16

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering590

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DIM Summary

The WisdomTree International MidCap Dividend Fund (DIM) is an ETF that invests in mid-sized companies outside the U.S., focusing on those that pay consistent dividends. It follows the WisdomTree International MidCap Dividend Index, which includes companies from countries like Japan, the UK, and Australia. Some of its holdings include Banco BPM and Singapore Airlines. Investors might consider DIM for diversification and steady income, as it combines growth potential with dividend payouts. However, new investors should note that the fund’s performance can be affected by global market fluctuations and currency risks.

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

The WisdomTree International MidCap Dividend Fund is leaning heavily on financials and industrials, which together make up a significant chunk of its portfolio. Stocks like NN Group N.V. and TRATON SE are rising stars, showing steady momentum and contributing positively to the fund’s performance. On the flip side, lagging names like Royal KPN NV and Admiral are holding back gains with mixed results and bearish signals. With its focus on developed markets outside the U.S., DIM offers a global flavor but remains concentrated in dividend-paying mid-cap companies, balancing income potential with growth opportunities.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
	―	1.32%	$2.14M	―	―	―
0288	WH Group	1.04%	$1.68M	HK$114.45B	40.99%	75 Outperform
BMED	Banca Mediolanum SpA	0.83%	$1.34M	€14.29B	64.27%	71 Outperform
ADM	Admiral	0.78%	$1.27M	£9.74B	20.20%	74 Outperform
4503	Astellas Pharma	0.72%	$1.17M	¥3.79T	33.27%	69 Neutral
	―	0.72%	$1.17M	―	―	―
KPN	Royal KPN NV	0.70%	$1.14M	€15.10B	13.05%	67 Neutral
NN	NN Group N.V.	0.68%	$1.10M	€16.52B	57.86%	68 Neutral
8TRA	TRATON SE	0.68%	$1.10M	€14.98B	7.96%	68 Neutral
	―	0.67%	$1.09M	―	―	―

DIM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

78.27

Positive

100DMA

77.63

Positive

200DMA

73.79

Positive

Market Momentum

MACD

0.88

Negative

RSI

70.75

Negative

STOCH

98.37

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 79.72, equal to the 50-day MA of 78.27, and equal to the 200-day MA of 73.79, indicating a bullish trend. The MACD of 0.88 indicates Negative momentum. The RSI at 70.75 is Negative, neither overbought nor oversold. The STOCH value of 98.37 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	―	―	$162.53M	0.58%	―
DFSI	―	―	$921.74M	0.24%	―
SEIE	―	―	$864.55M	0.50%	―
IMFL	―	―	$663.30M	0.34%	―
TLTD	―	―	$589.07M	0.39%	―
IDHQ	―	―	$550.38M	0.29%	―

Performance Comparison

DIM

WisdomTree International MidCap Dividend Fund

81.59

22.33

37.68%

DFSI

Dimensional International Sustainability Core 1 ETF

―

SEIE

SEI Select International Equity ETF

―

IMFL

Invesco International Developed Dynamic Multifactor ETF

―

TLTD

FlexShares Morningstar Developed Markets ex-US Factor Tilt

―

IDHQ

Invesco S&P International Developed High Quality 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