DDLSWisdomTree Dynamic Currency Hedged International SmallCap Equity Fund
DDLS Fund Description
DDLS tracks an index of dividend-paying developed-market small-cap equities outside the US & Canada, weighted by cash dividends. The index dynamically hedges currency exposure for USD investors based on three equal-weighted signals.
DDLS Factset Analytics Insight
DDLS offers exposure to dividend-paying international small-cap stocks with a dynamic currency hedge for US investors. The fund holds small-caps 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 DLS (unhedged) shares this equity exposure. DDLS departs from its sibling by setting currency hedge levels anywhere from 0-100%, reset monthly. To determine the hedge amount, the fund uses three 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. In all, the fund may appeal to long term investors who want a broad basket of dividend-paying small-cap stocks with variable, rules-based currency hedging.
DDLS MSCI ESG Analytics Insight
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund has an MSCI ESG Fund Rating of A based on a score of 5.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund ranks in the 43th percentile within its peer group and in the 35th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DDLS Portfolio Data
DDLS Index Data
DDLS Portfolio Management
DDLS Tax Exposures
DDLS Fund Structure
DDLS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DDLS. DDLS is rated a 4 out of 5.
DDLS Sector/Industry Breakdown
DDLS Top 10 Holdings[View All]
DDLS Economic Development
DDLS Performance Statistics
DDLS MSCI ESG Ratings
DDLS Benchmark Comparison Summary
DDLS Benchmark Comparison Market Cap Size