DWM - ETF AI Analysis

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WisdomTree International Equity Fund (DWM)

Rating:65Neutral

Price Target:―

DWM (WisdomTree International Equity Fund) earns a solid overall rating, mainly because it holds several large, financially strong global leaders like HSBC, Toyota, Novartis, and LVMH, which show robust performance, healthy balance sheets, and generally supportive technical trends. Banks such as Intesa Sanpaolo and BBVA and defensive names like Nestlé and Roche further support the fund with income potential and stability, though some overvaluation signals, overbought technical conditions, and company-specific challenges (including Shell’s growth risks and British American Tobacco’s earnings volatility and market pressures) slightly weigh on the rating. The main risk factor is the fund’s concentration in a handful of major international financial and healthcare names, where valuation and technical caution could lead to periods of higher volatility.

Positive Factors

Broad International Diversification

The fund spreads its investments across many developed countries like Japan, the UK, France, and others, which helps reduce the impact of problems in any single market.

Balanced Sector Mix

Holdings are spread across several sectors such as industrials, financials, consumer companies, health care, and technology, helping avoid heavy dependence on one part of the economy.

Solid Performance From Several Top Holdings

Key positions like HSBC, Toyota, Novartis, Roche, and BBVA have shown generally strong year-to-date performance, supporting the fund’s recent returns.

Negative Factors

Moderate Expense Ratio

The fund’s fee is not especially low for an ETF, which can slightly reduce long-term returns compared with cheaper index funds.

Exposure to Underperforming Large Holdings

Some major positions such as Nestlé, LVMH, Shell, and Intesa Sanpaolo have shown weaker year-to-date performance, which can drag on overall results.

Heavy Tilt Toward a Few Countries and Sectors

Large weights in Japan and the UK, along with big allocations to industrials and financials, mean the fund is sensitive to downturns in those specific markets and industries.

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

AUM648.51M

RegionDeveloped Markets

Expense Ratio0.48%

Beta0.63

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield3.03%

Asset ClassEquity

Index TrackedWisdomTree International Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume26,599

30 Day Avg. Volume17,035

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

77.45

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1415

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DWM Summary

DWM is the WisdomTree International Equity Fund, an ETF that follows the WisdomTree International Equity Index. It invests in many large and mid-sized companies in developed countries outside the U.S. and Canada, with big exposure to Japan, the UK, and Europe. The fund focuses on companies that pay dividends, aiming to provide both growth and regular income. Well-known holdings include Toyota Motor and Nestlé. Someone might invest in DWM to diversify beyond the U.S. stock market and add international dividend payers. A key risk is that international stocks can be volatile and are affected by currency and global economic swings.

How much will it cost me?The WisdomTree International Equity Fund (DWM) has an expense ratio of 0.48%, which means 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 using a dividend-weighted strategy to focus on income generation and international diversification.

What would affect this ETF?The WisdomTree International Equity Fund (DWM) could benefit from economic growth in developed markets outside North America, particularly if dividend-paying companies in sectors like Financials and Industrials continue to perform well. However, challenges such as rising interest rates or economic slowdowns in key regions like Europe and Japan could negatively impact its holdings, especially in sectors like Consumer Cyclical and Real Estate. Regulatory changes or geopolitical tensions in these markets may also pose risks to the fund's performance.

DWM Top 10 Holdings

This ETF leans heavily on Europe and Japan, with big banks and global consumer brands setting the tone. HSBC and Toyota are quietly pulling the fund forward, while Swiss pharma giants Novartis and Roche are rising more decisively, giving health care a welcome lift. Nestlé adds a steady, defensive backbone as it grinds higher. On the flip side, luxury powerhouse LVMH has been losing some shine lately, and Spain’s BBVA has shown mixed signals, occasionally tugging on performance. Overall, leadership is broad but tilted toward financials and defensives overseas.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	1.48%	$9.40M	£202.74B	35.68%	80 Outperform
7203	Toyota Motor	1.31%	$8.33M	¥43.92T	22.70%	80 Outperform
NOVN	Novartis AG	1.27%	$8.08M	CHF230.97B	25.96%	80 Outperform
NESN	Nestlé SA	1.22%	$7.79M	CHF204.54B	-0.11%	71 Outperform
SHEL	Shell (UK)	1.13%	$7.22M	£189.65B	27.87%	73 Outperform
ROG	Roche Holding AG	1.07%	$6.80M	CHF256.31B	21.75%	73 Outperform
ISP	Intesa Sanpaolo SpA	1.03%	$6.58M	€89.36B	7.50%	76 Outperform
BATS	British American Tobacco	0.96%	$6.10M	£97.95B	42.78%	71 Outperform
ASML	ASML Holding NV	0.81%	$5.15M	€450.59B	80.13%	76 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	0.81%	$5.13M	€102.56B	39.92%	76 Outperform

DWM Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

72.30

Negative

100DMA

69.60

Negative

200DMA

66.73

Positive

Market Momentum

MACD

-0.69

Positive

RSI

30.28

Neutral

STOCH

13.37

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DWM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 73.31, equal to the 50-day MA of 72.30, and equal to the 200-day MA of 66.73, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 30.28 is Neutral, neither overbought nor oversold. The STOCH value of 13.37 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DWM.

DWM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DWM	―	―	$648.51M	0.48%	65 Neutral
IQDG	―	―	$701.06M	0.42%	67 Neutral
DMXF	―	―	$650.53M	0.12%	65 Neutral
NUDM	―	―	$634.46M	0.27%	64 Neutral
EFAX	―	―	$474.83M	0.20%	66 Neutral
JPIN	―	―	$355.50M	0.37%	58 Neutral

Performance Comparison

DWM

WisdomTree International Equity Fund

69.31

11.69

20.29%

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

NUDM

Nuveen ESG International Developed Markets Equity ETF

―

EFAX

SPDR MSCI EAFE Fossil Fuel Free ETF

―

JPIN

J.P. Morgan Diversified Return International Equity 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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