DWM - ETF AI Analysis

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WisdomTree International Equity Fund (DWM)

Rating:64Neutral

Price Target:―

The WisdomTree International Equity Fund (DWM) has an overall rating that reflects a mix of strong and moderate-performing holdings. Toyota and Novartis stand out as key contributors to the fund’s rating due to their robust financial performance, strategic initiatives, and positive market sentiment. However, weaker holdings like British American Tobacco, which faces earnings volatility and valuation concerns, may have slightly held back the fund’s overall score. The fund’s diversified holdings reduce risk, but concentration in specific sectors or regions could still pose challenges.

Positive Factors

Strong Geographic Diversification

The ETF invests across multiple countries, including Japan, the UK, and France, reducing reliance on any single economy.

Healthy Sector Balance

The fund is spread across various sectors like Financials, Industrials, and Consumer Cyclical, providing broad exposure to different industries.

Reasonable Expense Ratio

With an expense ratio of 0.48%, the ETF offers competitive costs compared to many actively managed funds.

Negative Factors

Underperforming Key Holding

Toyota Motor, one of the top holdings, has shown weak year-to-date performance, which could drag on overall returns.

Limited U.S. Exposure

The ETF has minimal exposure to U.S. companies, which may limit its ability to benefit from growth in the world's largest economy.

High Financial Sector Concentration

Over 21% of the fund is allocated to the Financial sector, increasing vulnerability to sector-specific risks.

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

AUM608.21M

RegionDeveloped Markets

Expense Ratio0.48%

Beta0.60

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield3.02%

Asset ClassEquity

Index TrackedWisdomTree International Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume11,306

30 Day Avg. Volume16,682

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

74.39

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1452

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DWM Summary

The WisdomTree International Equity Fund (DWM) is an ETF that lets you invest in large and mid-sized companies from developed countries outside the U.S. and Canada. It focuses on companies that pay strong dividends, which can provide steady income for investors. Some well-known companies in the fund include Toyota Motor and Nestlé. This ETF is a good choice for someone looking to diversify their portfolio with international stocks and gain exposure to global markets. However, because it invests in foreign companies, its performance can be affected by currency fluctuations and economic conditions in other countries.

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

The WisdomTree International Equity Fund (DWM) leans heavily on financials and industrials, with names like HSBC and Intesa Sanpaolo driving recent gains thanks to strong financial performance and attractive dividends. Meanwhile, consumer-focused giants like Nestlé and LVMH have shown mixed results, with LVMH’s luxury appeal offset by valuation concerns. Health care names like Roche are rising steadily, supported by robust pipelines and solid cash flow, while Toyota has been lagging slightly, facing challenges in cash flow management. With its focus on developed markets outside North America, this ETF offers a diversified yet dividend-focused global play.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	1.39%	$8.40M	£182.81B	45.43%	79 Outperform
7203	Toyota Motor	1.29%	$7.77M	¥40.94T	20.81%	80 Outperform
NESN	Nestlé SA	1.25%	$7.52M	CHF201.13B	13.34%	71 Outperform
ISP	Intesa Sanpaolo SpA	1.18%	$7.12M	€97.00B	57.34%	76 Outperform
NOVN	Novartis AG	1.15%	$6.92M	CHF200.41B	13.53%	80 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	1.11%	$6.66M	€310.88B	6.22%	78 Outperform
ROG	Roche Holding AG	1.08%	$6.50M	CHF250.44B	37.22%	73 Outperform
SHEL	Shell (UK)	0.98%	$5.90M	£158.50B	9.00%	74 Outperform
BATS	British American Tobacco	0.96%	$5.80M	£94.76B	44.75%	70 Neutral
BBVA	Banco Bilbao Vizcaya Argentaria	0.88%	$5.30M	€106.93B	106.11%	77 Outperform

DWM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

66.40

Positive

100DMA

65.55

Positive

200DMA

62.12

Positive

Market Momentum

MACD

-0.10

Positive

RSI

56.24

Neutral

STOCH

62.53

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 66.36, equal to the 50-day MA of 66.40, and equal to the 200-day MA of 62.12, indicating a bullish trend. The MACD of -0.10 indicates Positive momentum. The RSI at 56.24 is Neutral, neither overbought nor oversold. The STOCH value of 62.53 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	―	―	$608.21M	0.48%	―
QEFA	―	―	$967.04M	0.30%	―
GSID	―	―	$909.13M	0.20%	―
JHMD	―	―	$832.57M	0.39%	―
IQDG	―	―	$713.44M	0.42%	―
DMXF	―	―	$641.90M	0.12%	―

Performance Comparison

DWM

WisdomTree International Equity Fund

67.12

14.11

26.62%

QEFA

SPDR MSCI EAFE StrategicFactors ETF

―

GSID

Goldman Sachs MarketBeta International Equity ETF

―

JHMD

John Hancock Multifactor Developed International ETF

―

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE 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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