B

62
  • Overview
  • Efficiency
  • Tradability
  • Fit

DDWM Fund Description

The WisdomTree Dynamic Currency Hedged International Equity ETF tracks an index of dividend-paying developed-market equities outside the US & Canada, weighted by cash dividends. The index dynamically hedges currency exposure for USD investors based on 3 equal-weighted signals.

DDWM Factset Analytics Insight

Launched January 2016, DDWM offers exposure to dividend-paying international stocks with a dynamic currency hedge for US investors. The fund holds stocks from developed markets outside the US, excluding Canada and S. Korea. Like many WisdomTree funds, DDWM holds only dividend-paying stocks, weighted by total cash dividends over past 12 months. Sister fund DWM (unhedged) shares this equity exposure. DDWM departs from its siblings by setting currency hedge levels anywhere from 0-100%, reset monthly. To determine the hedge amount, the fund uses 3 equally weighted inputs: differences in interest rates (the cost of the hedge), momentum (based on 10- and 240-day moving averages) and long term valuation (purchasing power parity). Variable hedging offers at least the possibility of enjoying more currency upside than downside.

DDWM charges a reasonable fee. In all, the fund should appeal to investors who want dividend-themed equity exposure with variable, rules-based currency hedging.

DDWM MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 15, 2018 the WisdomTree Dynamic Currency Hedged International Equity Fund MSCI ESG Fund Quality Score is 6.50 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DDWM ranks in the 100th percentile within its peer group and in the 83th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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DDWM Top 10 Countries View All

DDWM Top 10 Sectors

DDWM Top 10 Holdings View All

DDWM Summary Data

WisdomTree
01/07/16
Open-Ended Fund
0.35%
$527.54M
$1.28M
0.11%

DDWM Portfolio Data

$66.26B
17.67
1.59
2.57%
03/20/18
788

DDWM Index Data

Dividends
Dividends
MSCI World ex USA Investable Market Index

Related ETFs to DDWM

DBEF, HEFA, IHDG, HFXI, LVHI
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

DDWM Portfolio Management

0.35%
-0.09%
0.34%
-0.60%

DDWM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DDWM Fund Structure

Open-Ended Fund
Yes
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
14:45:0531.42340
14:33:4031.51119
14:33:4031.51500
14:33:4031.51400
14:33:3931.51500
14:33:3931.51500
12:37:1031.55400
12:37:1031.55500
12:37:1031.56100
12:37:1031.57500
Bats BZX Real-time Quote - 18:09:23
Daily Spread
Premium/Discount
Volume

DDWM Factset Analytics Block Liquidity

As of 01/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DDWM. DDWM is rated a 5 out of 5.

DDWM Tradability

42,056
$1.28M
27,309
$856.03K
0.11%
$0.03
0.30%
0.97% / -0.74%
None
20.00%
50,000
0.55
0.36%
0.01%
--
$31.44
5

DDWM Sector/Industry BreakdownView All

DDWMSegment Benchmark
25.19% 24.89%
12.52% 12.38%
15.37% 12.32%
6.59% 9.02%
8.64% 8.09%
8.13% 6.61%
2.89% 5.52%
5.72% 3.24%

DDWM Geographic Exposure

DDWMSegment Benchmark
16.16% 18.30%
23.11% 18.29%
8.64% 11.21%
8.46% 8.32%
6.91% 7.53%
6.16% 7.23%
2.87% 5.07%
2.87% 4.12%
2.34% 3.56%

DDWMSegment Benchmark
56.45% 66.38%
33.85% 32.99%
0.43% 0.53%
9.27% 0.09%
0.00% / 0.00% 0.00% / 0.00%

DDWM Performance Statistics

0.75
0.81
0.83
0.84
0.24%
MSCI World ex USA Investable Market Index

DDWM MSCI ESG Ratings

6.50 / 10
100.00
82.57
13.00%
4.55%
234.53

DDWM BENCHMARK COMPARISON

    DDWM
    788 Holdings
    Segment Benchmark
    3533 Constituents
    Shared Holdings
    734 (Count)
     
    56.71% (Weight)
DDWMSegment Benchmark
68.65% 74.65%
22.72% 19.89%
7.89% 4.53%
0.75% 0.93%
2.80% 3.60%