DWM - ETF AI Analysis

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WisdomTree International Equity Fund (DWM)

Rating:64Neutral

Price Target:―

DWM, the WisdomTree International Equity Fund, has a solid overall rating driven by strong, diversified holdings in major global companies. High-quality leaders like HSBC, Toyota, and Novartis support the fund with robust financial performance, positive earnings sentiment, and generally supportive technical trends, while names like Roche and Shell introduce some caution due to valuation concerns, overbought signals, or weaker revenue and cash flow growth. The main risk factor is that several top holdings show signs of potential overvaluation or overbought technical conditions, which could increase volatility if market sentiment shifts.

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)

AUM662.38M

RegionDeveloped Markets

Expense Ratio0.48%

Beta0.60

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield2.88%

Asset ClassEquity

Index TrackedWisdomTree International Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume18,960

30 Day Avg. Volume14,015

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

86.95

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1429

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

DWM leans heavily on big European and Asian blue chips, with financials and industrials steering the ship. HSBC, Toyota, and Roche have been rising and look like key engines for recent gains, while Novartis adds steady health care ballast. On the flip side, consumer giants Nestlé and LVMH have been losing steam, quietly tugging on performance, and Shell’s more mixed trading isn’t helping much. Overall, this is a developed-markets ex-U.S. and Canada play, with Europe clearly in the driver’s seat rather than a concentrated tech or single-name bet.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	1.61%	$10.75M	£224.58B	58.21%	80 Outperform
7203	Toyota Motor	1.41%	$9.38M	¥48.55T	28.76%	80 Outperform
ISP	Intesa Sanpaolo SpA	1.21%	$8.08M	€106.45B	45.89%	76 Outperform
NOVN	Novartis AG	1.20%	$8.03M	CHF225.91B	20.41%	80 Outperform
ROG	Roche Holding AG	1.17%	$7.77M	CHF287.79B	43.00%	73 Outperform
NESN	Nestlé SA	1.15%	$7.64M	CHF197.51B	16.11%	71 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	0.97%	$6.48M	€124.77B	90.86%	76 Outperform
SHEL	Shell (UK)	0.95%	$6.34M	£162.36B	8.39%	73 Outperform
BATS	British American Tobacco	0.94%	$6.27M	£97.50B	36.84%	71 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	0.88%	$5.88M	€266.49B	-21.86%	78 Outperform

DWM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

69.22

Positive

100DMA

67.59

Positive

200DMA

64.88

Positive

Market Momentum

MACD

1.01

Negative

RSI

67.45

Neutral

STOCH

79.93

Neutral

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 71.35, equal to the 50-day MA of 69.22, and equal to the 200-day MA of 64.88, indicating a bullish trend. The MACD of 1.01 indicates Negative momentum. The RSI at 67.45 is Neutral, neither overbought nor oversold. The STOCH value of 79.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DWM.

DWM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DWM	―	―	$662.38M	0.48%	―
GSID	―	―	$934.21M	0.20%	―
IQDG	―	―	$748.48M	0.42%	―
DMXF	―	―	$683.45M	0.12%	―
NUDM	―	―	$645.93M	0.28%	―
EFAX	―	―	$496.20M	0.20%	―

Performance Comparison

DWM

WisdomTree International Equity Fund

72.93

18.90

34.98%

GSID

Goldman Sachs MarketBeta International Equity ETF

―

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

―

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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