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WisdomTreeForeign Small/Mid ValueDIM · NYSE Arca

WisdomTree International MidCap Dividend Fund (DIM)

Price
$89.32
11 Sept 2026
Assets
$166.5M
Total net assets
Expense ratio
0.58%
Category 0.90%
Yield
2.91%
Trailing distributions
3Y CAGR
19.5%-1.8%
Category 21.3%
5Y CAGR
9.2%-1.1%
Category 10.3%
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WisdomTree International MidCap Dividend Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.5%+4.0%+11.2%+13.1%+17.2%+19.5%+9.2%+8.4%+6.4%
Foreign Small/Mid Value average1.0%4.3%12.7%16.6%22.1%21.3%10.3%9.4%11.0%
Difference-0.4%-0.3%-1.5%-3.5%-5.0%-1.8%-1.1%-1.0%-4.6%

Holdings

The 10 largest positions make up 8.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
A5G.IRAIB Group PLC1.40%
BMED.MIBanca Mediolanum0.98%
ADM.LAdmiral Group PLC0.94%
TEN.MITenaris SA0.78%
0288.HKWH Group Ltd Shs Unitary 144A/Reg S0.78%
8TRATraton SE0.77%
AMUN.PAAmundi SA0.76%
WAWI.OLWallenius Wilhelmsen ASA Shs Oppstartsfase 10.75%
NN.ASNN Group NV0.74%
4503.TAstellas Pharma Inc0.72%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.8
P/B
1.7
P/S
1.2
P/CF
8.2

Sector allocation

Share of the equity the fund holds.

27.4%Financial services11 sectors
  1. Financial services27.4%
  2. Industrials21.2%
  3. Consumer discretionary8.0%
  4. Real estate7.1%
  5. Utilities7.0%
  6. Consumer staples6.1%
  7. Materials5.6%
  8. Communication services5.1%
  9. Energy4.8%
  10. Technology3.9%
  11. Health care3.8%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
WisdomTree
Category
Equity · Foreign Small/Mid Value
Ticker
DIM
Exchange
NYSE Arca
Inception
16 Jun 2006 (20.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.58% (category 0.90%)
Holdings turnover
33% (category 40%)
Distribution yield
2.91%
Beta, 3 years
0.89
Total net assets
$166.5M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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