DOL - ETF AI Analysis
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WisdomTree International LargeCap Dividend Fund (DOL)
Rating:59Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries such as Japan, the UK, France, and others, which helps reduce the impact of problems in any single market.
Supportive Recent Performance
The ETF has shown positive returns over the past month, three months, and year to date, indicating recently favorable momentum.
Dividend-Focused Large-Cap Holdings
The portfolio targets large, established dividend-paying companies like HSBC, Novartis, Shell, and Nestlé, which can offer more stability and income potential than smaller, more speculative stocks.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is used to cover fees instead of going to investors.
Mixed Performance Among Top Holdings
Several of the largest positions, including Toyota, Intesa Sanpaolo, Nestlé, Roche, and British American Tobacco, have shown weak year-to-date performance, which can drag on overall returns.
Limited U.S. Market Exposure
Only a small portion of the fund is invested in U.S. companies, so investors who want significant exposure to the U.S. market would need to complement this ETF with other holdings.
DOL vs. SPDR S&P 500 ETF (SPY)
AUM794.11M
RegionGlobal
Expense Ratio0.48%
Beta0.62
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.57%
Asset ClassEquity
Index TrackedWisdomTree True Developed International Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,808
30 Day Avg. Volume24,694
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
78.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering289
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DOL Summary
The WisdomTree International LargeCap Dividend Fund (DOL) is an ETF that tracks the WisdomTree True Developed International Index, focusing on large, established companies outside the U.S. and Canada that pay dividends. It owns well-known names like Toyota Motor and Nestlé, spread across countries such as Japan, the UK, and France and across many sectors, which can help diversify a U.S.-heavy portfolio. Investors might consider DOL for potential income from dividends plus long-term growth from global blue-chip companies. A key risk is that international stock prices and currencies can go up and down, affecting your returns.
How much will it cost me?The WisdomTree International LargeCap Dividend Fund (DOL) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to focus on large-cap dividend-paying companies in developed markets outside North America.
What would affect this ETF?The WisdomTree International LargeCap Dividend Fund (DOL) could benefit from stable dividend payouts and growth opportunities in developed markets outside North America, particularly if global economic conditions improve and large-cap companies in sectors like financials and industrials continue to perform well. However, challenges such as rising interest rates, regulatory changes in key regions, or economic slowdowns in developed markets could negatively impact the fund’s performance, especially given its significant exposure to financial and consumer sectors.
DOL Top 10 Holdings
DOL leans heavily into overseas blue-chip dividend payers, with Europe and other developed markets outside North America setting the tone. Financial giants like HSBC and AXA have been rising and help power the fund, while Italian lender Intesa adds income with a more mixed recent run. On the defensive side, Nestlé and Roche look steady but have been losing a bit of steam, softening overall momentum. Cyclical names are a mixed bag: BHP’s strong upswing is a bright spot, but Toyota and British American Tobacco have been lagging and quietly dragging on returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 2.69% | $21.14M | ― | ― | ― | |
| HSBC Holdings | 2.02% | $15.89M | £233.59B | 60.80% | 80 Outperform | |
| Shell (UK) | 1.48% | $11.64M | £183.70B | 32.31% | 73 Outperform | |
| Novartis AG | 1.46% | $11.48M | CHF207.83B | 22.50% | 80 Outperform | |
| Nestlé SA | 1.45% | $11.36M | CHF197.71B | -8.41% | 71 Outperform | |
| Toyota Motor | 1.43% | $11.24M | ¥39.10T | 7.91% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.39% | $10.90M | €97.81B | 21.55% | 76 Outperform | |
| Roche Holding AG | 1.32% | $10.34M | $322.26B | 23.92% | 73 Outperform | |
| ― | 1.19% | $9.32M | ― | ― | ― | |
| British American Tobacco | 1.15% | $9.06M | £93.67B | 34.23% | 71 Outperform |
DOL Technical Analysis
Positive
―
Price Trends
70.21
Positive
69.22
Positive
65.36
Positive
Market Momentum
0.58
Positive
57.36
Neutral
70.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DOL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.91, equal to the 50-day MA of 70.21, and equal to the 200-day MA of 65.36, indicating a bullish trend. The MACD of 0.58 indicates Positive momentum. The RSI at 57.36 is Neutral, neither overbought nor oversold. The STOCH value of 70.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DOL.
DOL Peer Comparison
Comparison Results
Performance Comparison
DOL
WisdomTree International LargeCap Dividend Fund
72.52
16.41
29.25%
FHEQ
Fidelity Hedged Equity ETF
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―
―
DGT
SPDR Global Dow ETF
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―
―
AQEC
AQE Core ETF
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―
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BBHL
BBH Select Large Cap ETF
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―
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ITOL
Tema International Durable Quality ETF
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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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