DOL - ETF AI Analysis

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WisdomTree International LargeCap Dividend Fund (DOL)

Rating:61Neutral

Price Target:―

DOL, the WisdomTree International LargeCap Dividend Fund, has a solid but not top-tier rating, reflecting a mix of strong blue-chip holdings and a few names with notable risks. High-quality companies like HSBC, Toyota, Novartis, and LVMH support the fund’s standing through strong financial performance, generally positive technical trends, and reasonable valuations. However, holdings such as Roche, Shell, BBVA, and British American Tobacco introduce some caution due to valuation concerns, potential overbought or weak technical signals, and company-specific challenges, and the fund’s focus on large international dividend payers means investors are exposed to risks concentrated in a relatively small set of big foreign firms.

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)

AUM780.38M

RegionGlobal

Expense Ratio0.48%

Beta0.56

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield2.58%

Asset ClassEquity

Index TrackedWisdomTree True Developed International Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume25,076

30 Day Avg. Volume24,450

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

75.33

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering283

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

This international dividend fund leans heavily on overseas financials, with HSBC and BBVA helping to pull returns higher as bank stocks keep rising. Toyota has also been a steady engine of growth, while Swiss pharma giants Novartis and Roche are quietly powering performance from the health care side. On the flip side, consumer icons Nestlé and luxury leader LVMH have been losing steam lately, acting as mild brakes. Overall, the ETF is broadly spread across developed markets outside North America, without any single stock dominating the story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	1.95%	$15.16M	£226.51B	49.15%	80 Outperform
7203	Toyota Motor	1.78%	$13.81M	¥48.60T	31.44%	80 Outperform
NOVN	Novartis AG	1.54%	$11.97M	CHF228.77B	23.42%	80 Outperform
ISP	Intesa Sanpaolo SpA	1.51%	$11.76M	€105.08B	36.77%	76 Outperform
ROG	Roche Holding AG	1.50%	$11.64M	CHF282.72B	43.82%	73 Outperform
NESN	Nestlé SA	1.48%	$11.48M	CHF198.27B	20.08%	71 Outperform
SHEL	Shell (UK)	1.27%	$9.86M	£159.79B	4.91%	73 Outperform
BATS	British American Tobacco	1.20%	$9.28M	£96.66B	28.79%	71 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	1.14%	$8.83M	€117.48B	74.78%	76 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	1.10%	$8.53M	€266.14B	-21.43%	78 Outperform

DOL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

66.76

Positive

100DMA

64.50

Positive

200DMA

61.69

Positive

Market Momentum

MACD

1.35

Negative

RSI

72.33

Negative

STOCH

73.55

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 69.39, equal to the 50-day MA of 66.76, and equal to the 200-day MA of 61.69, indicating a bullish trend. The MACD of 1.35 indicates Negative momentum. The RSI at 72.33 is Negative, neither overbought nor oversold. The STOCH value of 73.55 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DOL	―	―	$780.38M	0.48%	―
FFLC	―	―	$995.21M	0.38%	―
FHEQ	―	―	$834.56M	0.48%	―
AQEC	―	―	$603.05M	0.49%	―
DGT	―	―	$526.52M	0.50%	―
ITOL	―	―	$530.92K	0.60%	―

Performance Comparison

DOL

WisdomTree International LargeCap Dividend Fund

72.33

20.45

39.42%

FFLC

Fidelity Fundamental Large Cap Core ETF

―

FHEQ

Fidelity Hedged Equity ETF

―

AQEC

AQE Core ETF

―

DGT

SPDR Global Dow ETF

―

ITOL

Tema International Durable 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: ―

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