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Upturn AI SWOT - About
WisdomTree International Multifactor (DWMF)
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Upturn Advisory Summary
04/01/2025: DWMF (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 3.29% | Avg. Invested days 47 | 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) 3260 | Beta 0.56 | 52 Weeks Range 24.87 - 29.40 | Updated Date 04/1/2025 |
52 Weeks Range 24.87 - 29.40 | Updated Date 04/1/2025 |
Upturn AI SWOT
WisdomTree International Multifactor
ETF Overview
Overview
The WisdomTree International Multifactor Fund (DIMF) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree International Multifactor Index. The fund focuses on developed markets, excluding the U.S. and Canada, and employs a multifactor model to select and weight securities.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative, fundamentally weighted and factor-based ETFs.
Management Expertise
WisdomTree has a dedicated investment team with experience in factor-based investing and international markets.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree International Multifactor Index.
Investment Approach and Strategy
Strategy: DIMF aims to track the WisdomTree International Multifactor Index, which selects and weights companies based on value, quality, momentum, and dividend yield factors.
Composition The ETF holds a diversified portfolio of stocks from developed markets, excluding the United States and Canada.
Market Position
Market Share: DIMF's market share is relatively moderate compared to broader international equity ETFs.
Total Net Assets (AUM): 155800000
Competitors
Key Competitors
- VEA
- IEFA
- SCHF
Competitive Landscape
The competitive landscape is dominated by large, broad-based international equity ETFs like VEA and IEFA. DIMF offers a factor-based approach, which may appeal to investors seeking enhanced returns but faces competition from other smart beta ETFs. DIMF has a higher expense ratio compared to VEA and SCHF.
Financial Performance
Historical Performance: Historical performance data not available in JSON format.
Benchmark Comparison: Performance should be compared to the WisdomTree International Multifactor Index to gauge effectiveness.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume of DIMF is moderate, which can impact execution costs for large trades.
Bid-Ask Spread
The bid-ask spread is generally competitive, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and geopolitical events can impact DIMF's performance.
Growth Trajectory
DIMF's growth depends on the continued demand for factor-based investing and its ability to outperform its benchmark after fees.
Moat and Competitive Advantages
Competitive Edge
DIMF's competitive advantage lies in its multifactor investment strategy, which seeks to capture excess returns by systematically selecting and weighting stocks based on value, quality, momentum, and dividend yield. The WisdomTree brand is also recognizable. However, the higher expense ratio may deter certain investors. The fund has a focus on developed markets ex-US and Canada.
Risk Analysis
Volatility
DIMF's volatility is influenced by the volatility of the underlying international equity markets and the specific factors it targets.
Market Risk
DIMF is subject to market risk, including fluctuations in international equity prices and currency exchange rates.
Investor Profile
Ideal Investor Profile
DIMF is suitable for investors seeking diversified exposure to international developed market equities with a tilt towards factors like value, quality, and momentum.
Market Risk
DIMF is best suited for long-term investors who understand and are comfortable with factor-based investment strategies.
Summary
WisdomTree International Multifactor (DIMF) provides exposure to international developed market equities through a multifactor investment strategy. It aims to outperform traditional market-cap-weighted indices by selecting and weighting stocks based on factors like value, quality, momentum, and dividend yield. While DIMF offers potential for enhanced returns, it also carries a higher expense ratio compared to some of its broad-based competitors. Investors should consider their risk tolerance and investment goals before investing in DIMF.
Similar Companies
DFAI
Dimensional International Core Equity Market ETF
DFAI
Dimensional International Core Equity Market ETF
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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