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DWM - ETF AI Analysis
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WisdomTree International Equity Fund (DWM)
Rating:64Neutral
Price Target:―
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)
AUM686.84M
RegionDeveloped Markets
Expense Ratio0.48%
Beta0.60
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.82%
Asset ClassEquity
Index TrackedWisdomTree International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,954
30 Day Avg. Volume13,372
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
87.80Price 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 |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.53% | $10.48M | £222.90B | 45.63% | 80 Outperform | |
| Toyota Motor | 1.35% | $9.26M | ¥48.61T | 34.33% | 80 Outperform | |
| Novartis AG | 1.25% | $8.58M | CHF242.43B | 28.84% | 80 Outperform | |
| Roche Holding AG | 1.16% | $7.95M | CHF294.84B | 46.01% | 73 Outperform | |
| Nestlé SA | 1.16% | $7.94M | CHF198.29B | 10.92% | 71 Outperform | |
| Intesa Sanpaolo SpA | 1.13% | $7.74M | €101.41B | 29.89% | 76 Outperform | |
| Shell (UK) | 0.94% | $6.43M | £165.51B | 11.49% | 73 Outperform | |
| British American Tobacco | 0.92% | $6.29M | £94.19B | 54.10% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 0.89% | $6.08M | €265.40B | -20.87% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 0.86% | $5.87M | €113.89B | 59.02% | 76 Outperform |
DWM Technical Analysis
Positive
―
Price Trends
70.91
Positive
68.55
Positive
65.76
Positive
Market Momentum
1.20
Negative
70.22
Negative
75.84
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 73.40, equal to the 50-day MA of 70.91, and equal to the 200-day MA of 65.76, indicating a bullish trend. The MACD of 1.20 indicates Negative momentum. The RSI at 70.22 is Negative, neither overbought nor oversold. The STOCH value of 75.84 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
Performance Comparison
DWM
WisdomTree International Equity Fund
75.18
20.32
37.04%
GSID
Goldman Sachs MarketBeta International Equity ETF
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IQDG
WisdomTree International Quality Dividend Growth Fund
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DMXF
iShares ESG Advanced MSCI EAFE ETF
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NUDM
Nuveen ESG International Developed Markets Equity ETF
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EFAX
SPDR MSCI EAFE Fossil Fuel Free 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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