IQDG - ETF AI Analysis

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WisdomTree International Quality Dividend Growth Fund (IQDG)

Rating:66Neutral

Price Target:―

The ETF IQDG, managed by WisdomTree, reflects a balanced mix of strong performers and a few weaker holdings. Toyota, the largest holding, significantly boosts the fund's rating due to its robust financial performance, strategic focus on electrification, and attractive valuation metrics. LVMH also contributes positively with its strong financials and market confidence. However, holdings like BP and ING Groep slightly weigh down the rating due to financial challenges and operational risks. The fund's concentration in international markets may pose a risk if global economic conditions weaken.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, like ASML and Airbus, have delivered strong year-to-date performance, supporting overall returns.

Global Diversification

The ETF has exposure to multiple countries, including the UK, Japan, and Germany, reducing reliance on any single economy.

Reasonable Expense Ratio

The fund's expense ratio of 0.42% is competitive compared to other international equity ETFs, helping investors keep more of their returns.

Negative Factors

Underperforming Holdings

Some top holdings, like Inditex and SAP, have lagged in year-to-date performance, which could weigh on the fund's growth.

Sector Concentration Risk

The ETF is heavily weighted toward Industrials and Technology, which may increase vulnerability to sector-specific downturns.

Limited U.S. Exposure

With only 6% of its portfolio allocated to U.S. companies, the fund may miss out on opportunities in the world's largest economy.

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

AUM720.94M

RegionDeveloped Markets

Expense Ratio0.42%

Beta0.83

IssuerWisdomTree

Inception DateApr 07, 2016

Dividend Yield2.41%

Asset ClassEquity

Index TrackedWisdomTree International Quality Dividend Growth Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume71,459

30 Day Avg. Volume61,912

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

46.71

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering267

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IQDG Summary

The WisdomTree International Quality Dividend Growth Fund (IQDG) is an ETF that invests in high-quality international companies with strong financial health and a proven ability to grow their dividends over time. It follows the WisdomTree International Quality Dividend Growth Index and includes well-known companies like BP and ASML Holding NV. This fund is ideal for investors looking to diversify globally while benefiting from both dividend income and growth potential. However, new investors should be aware that the fund’s performance can fluctuate with global market conditions, which may impact returns.

How much will it cost me?The expense ratio for IQDG is 0.42%, which means you’ll pay $4.20 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed, focusing on selecting high-quality international companies with strong dividend growth potential.

What would affect this ETF?The IQDG ETF, focused on developed markets outside North America, could benefit from global economic growth and increased demand for high-quality dividend-paying companies, particularly in sectors like technology and industrials. However, it may face challenges from rising interest rates, which can pressure dividend-paying stocks, and potential economic slowdowns in key regions like Europe or Japan. Regulatory changes or geopolitical tensions in these developed markets could also impact the performance of its top holdings, such as BP, ASML, and SAP.

IQDG Top 10 Holdings

The WisdomTree International Quality Dividend Growth Fund (IQDG) leans heavily on consumer cyclical and industrial sectors, with standout names like Toyota and LVMH driving mixed results. Toyota’s electrification strategy shows promise but has struggled to gain momentum recently, while LVMH’s luxury appeal is steady despite broader market challenges. On the brighter side, AstraZeneca’s strong revenue growth and strategic progress in healthcare are lifting the fund, while BP’s resilience in energy markets adds a spark. However, lagging performance from Deutsche Telekom and Inditex has weighed on returns, highlighting the fund’s diverse but uneven global exposure.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
7203	Toyota Motor	5.24%	$38.11M	¥40.94T	20.81%	80 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	4.64%	$33.71M	€310.88B	6.12%	78 Outperform
ITX	Inditex	3.20%	$23.26M	€149.55B	-7.14%	78 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	2.93%	$21.31M	€106.93B	99.12%	77 Outperform
BP	BP p.l.c.	2.86%	$20.79M	£69.36B	15.97%	63 Neutral
	―	2.77%	$20.10M	―	―	―
AZN	AstraZeneca	2.74%	$19.91M	£219.33B	32.26%	78 Outperform
DTE	Deutsche Telekom	2.56%	$18.57M	€135.23B	-8.38%	68 Neutral
OR	L'Oreal	2.28%	$16.60M	€199.07B	13.53%	71 Outperform
INGA	ING GROEP	2.22%	$16.14M	€65.75B	53.64%	61 Neutral

IQDG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

39.93

Positive

100DMA

39.42

Positive

200DMA

38.13

Positive

Market Momentum

MACD

-0.10

Positive

RSI

55.13

Neutral

STOCH

57.35

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQDG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.77, equal to the 50-day MA of 39.93, and equal to the 200-day MA of 38.13, indicating a bullish trend. The MACD of -0.10 indicates Positive momentum. The RSI at 55.13 is Neutral, neither overbought nor oversold. The STOCH value of 57.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQDG.

IQDG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IQDG	―	―	$720.94M	0.42%	―
QEFA	―	―	$939.02M	0.30%	―
GSID	―	―	$909.13M	0.20%	―
JHMD	―	―	$840.32M	0.39%	―
DMXF	―	―	$641.90M	0.12%	―
DWM	―	―	$608.21M	0.48%	―

Performance Comparison

IQDG

WisdomTree International Quality Dividend Growth Fund

40.21

5.13

14.62%

QEFA

SPDR MSCI EAFE StrategicFactors ETF

―

GSID

Goldman Sachs MarketBeta International Equity ETF

―

JHMD

John Hancock Multifactor Developed International ETF

―

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

DWM

WisdomTree International Equity Fund

―

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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