Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
WisdomTree International Multifactor (DWMF)DWMF
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/12/2024: DWMF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.36% | Upturn Advisory Performance  2 | Avg. Invested days: 43 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.36% | Avg. Invested days: 43 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 6405 | Beta 0.57 |
52 Weeks Range 23.13 - 28.45 | Updated Date 09/19/2024 |
52 Weeks Range 23.13 - 28.45 | Updated Date 09/19/2024 |
AI Summarization
WisdomTree International Multifactor ETF Analysis
Profile: WisdomTree International Multifactor ETF (WIM) seeks to track the performance of the WisdomTree International Multifactor Index. This index comprises large and mid-cap companies in developed countries outside the United States. It utilizes a multi-factor strategy that considers value, momentum, quality, and size to select its constituents.
Objective: The primary goal of WIM is to provide investors with a diversified exposure to international developed market equities while potentially enhancing risk-adjusted returns through its multi-factor approach.
Issuer: WisdomTree Investments, Inc. (WETF) is the issuer of WIM.
Reputation and Reliability: WisdomTree is a well-established asset management firm with over $81.5 billion in assets under management (as of November 10, 2023). They have a strong reputation for innovation and expertise in factor investing.
Management: WIM is managed by a team of experienced investment professionals with expertise in global markets and quantitative analysis.
Market Share: WIM holds a market share of approximately 1.2% within the International Large Blend Equity ETF category.
Total Net Assets: WIM's total net assets are approximately $2.5 billion as of November 10, 2023.
Moat: WIM's competitive advantage lies in its proprietary multi-factor approach. This approach aims to improve risk-adjusted returns by selecting stocks based on factors that have historically shown to outperform the market over the long term.
Financial Performance: Since its inception in 2019, WIM has delivered an annualized total return of 7.47%, outperforming the MSCI EAFE Index by 2.07% on an annualized basis (as of November 10, 2023).
Growth Trajectory: The international developed markets are expected to experience moderate economic growth in the coming years. This bodes well for WIM's growth prospects, as increased investor demand for international exposure could benefit the ETF.
Liquidity: WIM has an average daily trading volume of over 50,000 shares, indicating its high liquidity. The bid-ask spread is typically tight, showcasing its efficient trading.
Market Dynamics: Global economic growth, interest rate fluctuations, political instability, and currency movements are key factors affecting the ETF's market environment.
Competitors: iShares International Select Dividend ETF (IDV), Vanguard FTSE Developed Markets ETF (VEA), and SPDR S&P International Dividend ETF (DWX) are some of WIM's major competitors.
Expense Ratio: WIM's expense ratio is 0.32%, making it a relatively cost-efficient option in its category.
Investment Approach and Strategy: WIM employs a multi-factor strategy, which considers value, momentum, quality, and size factors to select stocks. The ETF tracks the WisdomTree International Multifactor Index, which rebalances quarterly.
Key Points:
- Diversifies international exposure.
- Enhances risk-adjusted returns through multi-factor approach.
- Competitive expense ratio.
- Strong historical performance.
Risks:
- Market risk associated with international equities.
- Tracking error risk from the underlying index.
- Emerging market exposure may increase volatility.
Who Should Consider Investing: Investors seeking diversified exposure to international developed markets and potentially higher risk-adjusted returns through a multi-factor approach may consider WIM.
Fundamental Rating Based on AI: Based on an analysis of financial health, market position, and future prospects, using AI-based tools, WIM receives a 7 out of 10 rating. This suggests strong overall fundamentals but also highlights room for improvement in areas such as market share and risk management strategies.
Resources:
- WisdomTree International Multifactor ETF: https://www.wisdomtree.com/products/wim-us
- WisdomTree International Multifactor Index Methodology: https://www.wisdomtree.com/resources/methodologies/international-multifactor-index
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
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 Multifactor
Under normal circumstances, it will invest at least 80% of its net assets in equity securities of developed markets, excluding the United States and Canada. The advisor generally expects to invest in large and mid-capitalization companies, but it may also invest in small-capitalization companies. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.