DWM - ETF AI Analysis
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WisdomTree International Equity Fund (DWM)
Rating:65Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries like Japan, the UK, France, and others, which helps reduce the impact if any single market struggles.
Mix of Sectors
Holdings are spread across financials, industrials, consumer, health care, technology, and other areas, helping avoid relying too heavily on one part of the economy.
Generally Positive Recent Performance
The ETF has shown positive returns over the past month, three months, and year to date, suggesting it has been participating in recent market strength.
Negative Factors
Moderate Expense Ratio
The fund’s fee is higher than many low-cost index ETFs, which can slightly reduce long-term returns for buy-and-hold investors.
Several Weak Top Holdings
A number of the largest positions, including well-known companies in autos, banking, consumer goods, and health care, have been lagging so far this year, which can drag on overall results.
Heavy Tilt to a Few Countries
A large share of assets is concentrated in markets like Japan and the UK, so the fund is sensitive to economic or political issues in those countries.
DWM vs. SPDR S&P 500 ETF (SPY)
AUM667.36M
RegionDeveloped Markets
Expense Ratio0.48%
Beta0.67
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.77%
Asset ClassEquity
Index TrackedWisdomTree International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,160
30 Day Avg. Volume12,428
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
80.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1406
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DWM Summary
The WisdomTree International Equity Fund (DWM) is an ETF that follows the WisdomTree International Equity Index, focusing on stocks from developed countries outside the U.S. and Canada. It owns many large and mid-sized companies across sectors like financials, industrials, and consumer goods. Well-known holdings include Toyota Motor, Nestlé, Novartis, and HSBC. The fund weights companies by the dividends they pay, aiming to provide both international diversification and a steady income stream from dividends. A key risk is that it can rise or fall with global stock markets and foreign currencies, so values may swing over time.
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
DWM is leaning heavily on Europe and other developed markets outside North America, with big banks and dividend stalwarts setting the tone. Financials like HSBC, Intesa Sanpaolo, and BBVA are doing the heavy lifting, with rising share prices giving the fund a solid tailwind. ASML has been a standout, adding some high-octane tech exposure to the mix. On the flip side, Toyota and Roche have been losing steam, and even steady names like Nestlé are more of a stabilizer than a growth engine, keeping overall performance balanced rather than explosive.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.69% | $11.12M | £246.00B | 68.71% | 80 Outperform | |
| Novartis AG | 1.20% | $7.91M | CHF215.97B | 26.50% | 80 Outperform | |
| Nestlé SA | 1.18% | $7.77M | CHF202.64B | -1.44% | 71 Outperform | |
| Intesa Sanpaolo SpA | 1.15% | $7.60M | €107.83B | 30.64% | 76 Outperform | |
| Roche Holding AG | 1.05% | $6.93M | $315.55B | 23.56% | 73 Outperform | |
| ASML Holding NV | 1.03% | $6.80M | €633.25B | 151.49% | 76 Outperform | |
| Toyota Motor | 1.00% | $6.57M | ¥32.88T | 9.94% | 80 Outperform | |
| Shell (UK) | 0.97% | $6.38M | £166.17B | 12.09% | 73 Outperform | |
| British American Tobacco | 0.94% | $6.17M | £93.69B | 23.50% | 71 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 0.91% | $6.00M | €119.92B | 72.00% | 76 Outperform |
DWM Technical Analysis
Positive
―
Price Trends
72.56
Positive
71.78
Positive
69.00
Positive
Market Momentum
0.12
Positive
49.71
Neutral
2.96
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DWM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 72.82, equal to the 50-day MA of 72.56, and equal to the 200-day MA of 69.00, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 49.71 is Neutral, neither overbought nor oversold. The STOCH value of 2.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DWM.
DWM Peer Comparison
Comparison Results
Performance Comparison
DWM
WisdomTree International Equity Fund
72.70
11.05
17.92%
JHMD
John Hancock Multifactor Developed International ETF
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NUDM
Nuveen ESG International Developed Markets Equity ETF
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IQDG
WisdomTree International Quality Dividend Growth Fund
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EFAX
SPDR MSCI EAFE Fossil Fuel Free ETF
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JPIN
J.P. Morgan Diversified Return International Equity 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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