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Upturn AI SWOT - About
WisdomTree Global High Dividend Fund (DEW)
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Upturn Advisory Summary
10/24/2025: DEW (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.
Analysis of Past Performance
Type ETF | Historic Profit 4.64% | Avg. Invested days 53 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 48.00 - 57.08 | Updated Date 06/29/2025 |
52 Weeks Range 48.00 - 57.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Global High Dividend Fund
ETF Overview
Overview
The WisdomTree Global High Dividend Fund (DEFA) seeks to track the investment results of high-dividend yielding equities in developed markets outside of the U.S. and Canada. It focuses on dividend-paying companies, weighted by dividend yield.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a strong reputation for innovative and transparent ETF strategies.
Management Expertise
WisdomTree has an experienced management team specializing in dividend-focused and fundamentally weighted ETFs.
Investment Objective
Goal
To track the investment results of high-dividend yielding equity securities in developed countries outside the U.S. and Canada.
Investment Approach and Strategy
Strategy: The fund aims to replicate the performance of the WisdomTree Global ex-U.S. Dividend Index (WTGEXD).
Composition The ETF holds a diversified portfolio of dividend-paying stocks from developed countries excluding the U.S. and Canada.
Market Position
Market Share: DEFA's market share within the global dividend ETF segment is moderate.
Total Net Assets (AUM): 77790000
Competitors
Key Competitors
- VYMI
- SCHF
- IDV
- EFV
Competitive Landscape
The global dividend ETF market is highly competitive, with several large players. DEFA competes by offering a dividend-focused approach but faces stiff competition from larger, more liquid ETFs. Advantages: Pure dividend play. Disadvantages: Lower AUM compared to the other key competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial websites. Past Performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is compared to the WisdomTree Global ex-U.S. Dividend Index (WTGEXD).
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume of DEFA is relatively moderate, potentially impacting trading costs.
Bid-Ask Spread
The bid-ask spread for DEFA is moderate, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic growth in developed markets, interest rate policies, and currency fluctuations can affect DEFA's performance.
Growth Trajectory
Growth depends on dividend yields and stock appreciation of non-US companies. No significant change to ETF strategy or holding over the last few years.
Moat and Competitive Advantages
Competitive Edge
DEFA's competitive edge lies in its focus on dividend-paying stocks in developed markets excluding the U.S. and Canada, catering to investors seeking international dividend income. Its systematic investment approach ensures a disciplined selection and weighting process, potentially enhancing portfolio returns. However, the advantages are limited due to lower AUM compared to other similar ETFs. DEFA's size and narrow focus contribute to its niche positioning.
Risk Analysis
Volatility
DEFA's volatility is influenced by the volatility of international equity markets and currency fluctuations.
Market Risk
DEFA is exposed to market risk, currency risk, and country-specific risks associated with investing in international equities.
Investor Profile
Ideal Investor Profile
DEFA is suitable for investors seeking international dividend income and diversification outside of the U.S. and Canada.
Market Risk
DEFA is more suitable for long-term investors seeking passive income and global exposure.
Summary
The WisdomTree Global High Dividend Fund (DEFA) aims to provide investors with exposure to high-dividend yielding equities in developed markets outside the U.S. and Canada. It seeks to track the WisdomTree Global ex-U.S. Dividend Index. DEFA faces stiff competition from larger ETFs, but is a pure play on dividends. The ETF is suitable for long-term investors seeking international dividend income and diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is approximate and may vary depending on the source and calculation method.
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 Global High Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 95% of its total assets 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 high dividend-yielding companies selected from the WisdomTree Global Dividend Index, which defines the dividend-paying universe of companies in the U.S., developed countries and emerging markets throughout the world. The fund is non-diversified.
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.