DDWMWisdomTree Dynamic Currency Hedged International Equity Fund
DDWM Fund Description
DDWM tracks a dividend-weighted index of dividend-paying developed-market equities outside the US and Canada. The index dynamically hedges currency exposure for USD investors based on three equal-weighted signals.
DDWM Factset Analytics Insight
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 and Canada. Like many WisdomTree funds, DDWM only holds dividend-paying stocks, weighted by total cash dividends over the past 12 months. DDWM departs from its sibling funds 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. Overall, the fund should appeal to investors who want dividend-themed equity exposure with variable, rules-based currency hedging. The index is reconstituted annually.
DDWM MSCI ESG Analytics Insight
WisdomTree Dynamic Currency Hedged International Equity Fund has an MSCI ESG Fund Rating of AA based on a score of 7.83 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 Equity Fund ranks in the 88th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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DDWM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DDWM. DDWM is rated a 4 out of 5.
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DDWM MSCI ESG Ratings
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DDWM Benchmark Comparison Market Cap Size