DOL - ETF AI Analysis
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WisdomTree International LargeCap Dividend Fund (DOL)
Rating:60Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad International Diversification
Holdings spread across many developed markets like Japan, the UK, France, and Switzerland help reduce reliance on any single country.
Quality Dividend Large-Cap Holdings
Many top positions are well-known, established large companies in sectors like financials, health care, and consumer defensive, which can provide stability and income potential.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns over time.
Sector Concentration in Financials
A large tilt toward financial stocks means the fund may be more sensitive to banking and interest-rate risks.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance this year, which can drag on overall returns if the trend continues.
DOL vs. SPDR S&P 500 ETF (SPY)
AUM783.73M
RegionGlobal
Expense Ratio0.48%
Beta0.63
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.53%
Asset ClassEquity
Index TrackedWisdomTree True Developed International Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,178
30 Day Avg. Volume26,796
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
78.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering282
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DOL Summary
DOL is an ETF that follows the WisdomTree True Developed International Index, focusing on large, dividend-paying companies in developed countries outside the U.S. and Canada. It owns well-known names like Toyota and Nestlé, along with many banks, industrial firms, and consumer brands across Europe and Asia. Investors might consider DOL if they want international diversification plus potential income from dividends, rather than relying only on U.S. stocks. A key risk is that international stock prices and currencies can be volatile, so the value of this ETF can go up and down with global markets.
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 on a mix of European and Asian blue chips, with energy names like Shell and BP doing the heavy lifting as their shares have been rising and helping power the fund. Defensive giants Nestlé and Roche, along with banks such as HSBC and Intesa Sanpaolo, have been more of a drag lately, with their performance lagging and tempering overall returns. Toyota and Novartis sit in the middle of the pack, offering steadier support. Overall, this is a globally diversified, dividend-focused fund, but clearly tilted toward overseas financials, staples, and energy leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.97% | $15.37M | £228.95B | 72.84% | 80 Outperform | |
| Toyota Motor | 1.56% | $12.23M | ¥43.26T | 31.60% | 80 Outperform | |
| Shell (UK) | 1.54% | $12.02M | £194.54B | 47.42% | 73 Outperform | |
| Novartis AG | 1.53% | $11.94M | CHF220.20B | 33.72% | 80 Outperform | |
| Nestlé SA | 1.46% | $11.40M | CHF197.51B | -5.61% | 71 Outperform | |
| Intesa Sanpaolo SpA | 1.40% | $10.98M | €98.25B | 33.46% | 76 Outperform | |
| Roche Holding AG | 1.31% | $10.22M | $324.45B | 32.99% | 73 Outperform | |
| British American Tobacco | 1.16% | $9.04M | £94.16B | 37.51% | 71 Outperform | |
| ― | 1.13% | $8.81M | ― | ― | ― | |
| BHP Group Ltd | 1.10% | $8.56M | AU$276.14B | 64.93% | 68 Neutral |
DOL Technical Analysis
Positive
―
Price Trends
70.18
Positive
67.82
Positive
64.37
Positive
Market Momentum
0.72
Negative
65.89
Neutral
98.42
Negative
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 68.74, equal to the 50-day MA of 70.18, and equal to the 200-day MA of 64.37, indicating a bullish trend. The MACD of 0.72 indicates Negative momentum. The RSI at 65.89 is Neutral, neither overbought nor oversold. The STOCH value of 98.42 is Negative, 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
72.67
19.68
37.14%
FHEQ
Fidelity Hedged Equity ETF
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―
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AQEC
AQE Core ETF
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―
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DGT
SPDR Global Dow ETF
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BBHL
BBH Select Large Cap ETF
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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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