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Upturn AI SWOT - About
WisdomTree Global High Dividend Fund (DEW)
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Upturn Advisory Summary
08/14/2025: 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 1.64% | 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 08/14/2025 |
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 dividend-paying companies in the developed world, excluding the U.S. and Canada. The fund focuses on providing high current income.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative investment strategies, particularly in the dividend and factor-based ETF space.
Management Expertise
WisdomTree has a dedicated team of portfolio managers and research analysts with experience in dividend investing and global equity markets.
Investment Objective
Goal
The primary investment goal of DEFA is to provide current income by investing in dividend-paying companies located outside of the U.S. and Canada.
Investment Approach and Strategy
Strategy: DEFA aims to track the investment results of the WisdomTree Global Ex-U.S. Dividend Index, a fundamentally weighted index based on dividend yields.
Composition The ETF holds a diversified portfolio of dividend-paying stocks in developed markets, excluding the U.S. and Canada. The fund is weighted by dividends paid.
Market Position
Market Share: Insufficient data is available to accurately determine the exact market share.
Total Net Assets (AUM): 182600000
Competitors
Key Competitors
- SCHF
- VEA
- IDEV
Competitive Landscape
The competitive landscape includes broad international equity ETFs as well as dividend-focused funds. DEFA's advantage lies in its dividend-weighting strategy and focus on high yield. However, it may have higher expenses than some broad market ETFs, and its dividend focus may lead to sector concentration.
Financial Performance
Historical Performance: Historical performance data is not provided in this context. This information needs to be sourced from financial data providers for accurate analysis.
Benchmark Comparison: Benchmark comparison requires access to historical performance data of DEFA and its benchmark index (WisdomTree Global Ex-U.S. Dividend Index).
Expense Ratio: 0.58
Liquidity
Average Trading Volume
DEFA's average trading volume is moderate, suggesting sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the U.S. and Canada, interest rate policies, and global trade conditions can influence DEFA's performance.
Growth Trajectory
The growth trajectory depends on the dividend yields of global companies and investor demand for income-generating assets. Changes in dividend policies of constituent companies can affect the fund.
Moat and Competitive Advantages
Competitive Edge
DEFA's competitive edge lies in its dividend-weighted approach that targets high-yielding stocks in developed markets excluding the U.S. and Canada. This strategy can potentially offer higher income compared to broad-based international ETFs. The fund's transparent methodology and focus on dividend-paying companies can attract income-seeking investors. However, dividend weighting may lead to concentration in certain sectors or companies.
Risk Analysis
Volatility
Volatility depends on market conditions and the underlying stock holdings. Emerging market exposure within the ETF may increase volatility.
Market Risk
Market risk includes fluctuations in global equity markets, currency risk (as the fund invests in international stocks), and sector-specific risks related to the fund's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for DEFA is a risk-tolerant investor seeking current income and diversification outside of the U.S. and Canada.
Market Risk
DEFA is suitable for long-term investors seeking income and some capital appreciation. It is less suitable for active traders due to its dividend focus and moderate trading volume.
Summary
The WisdomTree Global High Dividend Fund offers exposure to high-dividend-yielding companies in developed markets outside of the U.S. and Canada. Its dividend-weighting strategy aims to provide higher income, but may result in sector concentration. The fund is suitable for long-term investors seeking international diversification and income. It is important to consider the expense ratio and potential risks associated with global equity investing and currency fluctuations before investing. The fund's performance is tied to the economic health of international developed markets and the dividend policies of its constituent companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- FactSet
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may not be precise.
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.