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DOL - ETF AI Analysis
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WisdomTree International LargeCap Dividend Fund (DOL)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple countries, including the UK, Japan, and France, reducing reliance on any single economy.
Dividend-Focused Holdings
The fund targets large-cap dividend-paying companies, which can provide steady income for investors.
Reasonable Expense Ratio
The ETF charges a moderate expense ratio compared to actively managed funds, keeping costs manageable for investors.
Negative Factors
Underperforming Key Holding
Toyota Motor, one of the top holdings, has shown weak year-to-date performance, potentially dragging on returns.
Sector Concentration in Financials
The fund has heavy exposure to the financial sector, which could increase vulnerability to sector-specific risks.
Low U.S. Exposure
With only 1% allocated to U.S. companies, the ETF may miss out on growth opportunities in the world's largest economy.
DOL vs. SPDR S&P 500 ETF (SPY)
AUM715.33M
RegionGlobal
Expense Ratio0.48%
Beta0.56
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.75%
Asset ClassEquity
Index TrackedWisdomTree True Developed International Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,208
30 Day Avg. Volume19,820
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
70.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering285
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DOL Summary
The WisdomTree International LargeCap Dividend Fund (DOL) is an ETF that invests in large, dividend-paying companies from developed countries outside the U.S. and Canada. It follows the WisdomTree International LargeCap Dividend Index and includes well-known companies like HSBC Holdings and Novartis AG. This ETF is a good option for investors looking to diversify globally while earning steady income from dividends. However, new investors should be aware that its performance can be affected by changes in international markets and currency fluctuations.
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
The WisdomTree International LargeCap Dividend Fund (DOL) leans heavily on financials, with names like HSBC and BBVA driving the fund’s performance thanks to steady revenue growth and solid dividend payouts. Roche and Novartis add a healthcare boost, showing rising momentum from strong product pipelines and profitability. On the flip side, consumer-focused giants like Nestlé and LVMH have been more mixed, with Nestlé losing steam recently and LVMH struggling to find its footing. With its global ex-North America focus, the fund offers a diversified play on international leaders, though its reliance on financials may amplify sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.90% | $13.49M | HK$2.12T | 52.25% | 80 Outperform | |
| Toyota Motor | 1.75% | $12.42M | ¥43.70T | 20.98% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.59% | $11.29M | €101.99B | 53.81% | 76 Outperform | |
| Nestlé SA | 1.56% | $11.07M | CHF196.70B | 19.48% | 71 Outperform | |
| Novartis AG | 1.50% | $10.65M | CHF209.54B | 25.57% | 80 Outperform | |
| Roche Holding AG | 1.48% | $10.53M | CHF263.28B | 47.53% | 73 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 1.40% | $9.96M | €314.21B | 0.52% | 78 Outperform | |
| Shell (UK) | 1.31% | $9.30M | £153.76B | 11.07% | 73 Outperform | |
| British American Tobacco | 1.22% | $8.67M | £91.56B | 46.35% | 71 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.18% | $8.36M | €113.54B | 112.36% | 76 Outperform |
DOL Technical Analysis
Positive
―
Price Trends
63.58
Positive
62.66
Positive
59.74
Positive
Market Momentum
0.66
Negative
67.77
Neutral
93.25
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 64.55, equal to the 50-day MA of 63.58, and equal to the 200-day MA of 59.74, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 67.77 is Neutral, neither overbought nor oversold. The STOCH value of 93.25 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
66.00
17.64
36.48%
FFLC
Fidelity Fundamental Large Cap Core ETF
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FHEQ
Fidelity Hedged Equity ETF
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―
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TEQI
T. Rowe Price Equity Income ETF
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―
―
BLES
Inspire Global Hope 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.
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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