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Upturn AI SWOT - About
WisdomTree International LargeCap Dividend Fund (DOL)
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Upturn Advisory Summary
04/01/2025: DOL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.6% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 27034 | Beta 0.94 | 52 Weeks Range 47.75 - 56.81 | Updated Date 04/2/2025 |
52 Weeks Range 47.75 - 56.81 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree International LargeCap Dividend Fund
ETF Overview
Overview
The WisdomTree International LargeCap Dividend Fund (DOL) seeks to track the investment results of dividend-paying large-cap companies in developed countries outside the U.S. and Canada, emphasizing high dividend yields.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its dividend-focused and fundamentally weighted ETFs. They have a solid track record and reputation in the ETF market.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in dividend investing and international markets.
Investment Objective
Goal
The fund aims to provide current income and long-term capital appreciation by investing in dividend-paying large-cap companies in developed countries outside the U.S. and Canada.
Investment Approach and Strategy
Strategy: The fund employs a dividend-weighting strategy, which means it assigns greater weight to companies with higher dividend yields. It tracks the WisdomTree International LargeCap Dividend Index.
Composition The ETF primarily holds stocks of large-cap companies located in developed countries outside the U.S. and Canada, focusing on dividend-paying equities.
Market Position
Market Share: DOL holds a moderate market share within the international dividend ETF category.
Total Net Assets (AUM): 2171310000
Competitors
Key Competitors
- Schwab Strategic Trust - Schwab International Dividend Equity ETF (SCHY)
- Vanguard International High Dividend Yield ETF (VYMI)
- SPDR Portfolio Developed World ex-US Dividend ETF (SPDW)
Competitive Landscape
The international dividend ETF market is competitive, with several large players. DOL's dividend-weighting strategy differentiates it. VYMI has a cost advantage. DOL has the advantage of actively weighing its holdings based on dividends, while some competitors might be passively tracking a broader index. A disadvantage is that its expense ratio is higher than some competitors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers. Performance depends on the market conditions of international large cap dividend paying companies.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers. Performance compared to the WisdomTree International LargeCap Dividend Index would be appropriate.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's decent liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed countries outside the U.S. and Canada, interest rate policies, and dividend payout ratios of large-cap companies influence DOL's performance.
Growth Trajectory
DOL's growth is tied to the increasing investor interest in international dividend stocks and the performance of the underlying dividend-paying companies. The strategy remains consistent with a dividend weighting approach.
Moat and Competitive Advantages
Competitive Edge
DOL's dividend-weighting strategy provides a competitive edge by focusing on companies with higher dividend yields, potentially offering higher income to investors. WisdomTree's expertise in dividend investing and international markets further strengthens its position. The fund specifically targets large-cap companies, offering stability and liquidity. This focus differentiates it from broader international ETFs.
Risk Analysis
Volatility
DOL's volatility is influenced by the volatility of the international stock market and the specific stocks held in its portfolio.
Market Risk
DOL is subject to market risk associated with international equities, including currency fluctuations, political instability, and economic downturns in developed countries outside the U.S. and Canada.
Investor Profile
Ideal Investor Profile
DOL is suitable for investors seeking current income and long-term capital appreciation through exposure to international dividend-paying stocks. It's ideal for those who want diversification beyond the U.S. market.
Market Risk
DOL is suitable for long-term investors and those seeking a passive income stream. It may also be suitable for passive index followers.
Summary
The WisdomTree International LargeCap Dividend Fund (DOL) offers exposure to dividend-paying large-cap companies in developed countries outside the U.S. and Canada. Its dividend-weighting strategy differentiates it from competitors. DOL provides a potential income stream with the risk of international equity market volatility. The ETF is suitable for long-term investors seeking income and diversification.
Similar Companies
FIDI
Fidelity® International High Dividend ETF
FIDI
Fidelity® International High Dividend ETF
PID
Invesco International Dividend Achievers ETF
PID
Invesco International Dividend Achievers ETF
SCHY
Schwab International Dividend Equity ETF
SCHY
Schwab International Dividend Equity ETF
SPDW
SPDR S&P World ex US
SPDW
SPDR S&P World ex US
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree International LargeCap Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 95% of its total assets (exclusive of collateral held from securities lending) in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the dividend-paying market in the industrialized world outside the U.S. and Canada. The fund is non-diversified.
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