DDWM

WisdomTree Dynamic Currency Hedged International Equity Fund
C

78
*Unless otherwise stated, data provided by FactSet.

DDWM Fund Description

DDWM 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

WisdomTree Dynamic Currency Hedged International Equity Fund has an MSCI ESG Fund Rating of A based on a score of 6.66 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 81st percentile within its peer group and in the 42nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

DDWM Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 10/10/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DDWM -0.33% -2.65% 11.98% 1.45% 6.79% -- --
DDWM (NAV) -0.47% -1.57% 11.91% 2.75% 6.99% -- --
MSCI World ex USA IMI -0.82% -2.03% 11.89% 1.23% 6.09% 4.18% 4.79%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DDWM Summary Data

WisdomTree
01/07/16
Open-Ended Fund
0.35%
$250.93M
$1.15M
0.20%

DDWM Portfolio Data

$57.78B
13.74
1.30
3.62%
12/23/19
846

DDWM Index Data

Dividends
Dividends
MSCI World ex USA IMI

DDWM Portfolio Management

0.35%
-0.19%
0.14%
-0.56%

DDWM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DDWM Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

DDWM Factset Analytics Block Liquidity

As of 10/11/19
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

40,948
$1.15M
30,101
$839.15K
0.20%
$0.06
0.14%
1.16% / -1.98%
None
20.00%
50,000
0.60
0.39%
0.01%
0
$28.36
5

DDWM Sector/Industry Breakdown


DDWM
Segment Benchmark
24.35%
23.41%
12.84%
15.41%
12.66%
11.82%
9.39%
11.01%
8.83%
10.39%
8.11%
6.30%
7.65%
3.63%
7.16%
7.68%
5.52%
3.61%
3.49%
6.74%

DDWM Top 10 Holdings[View All]

1.34%
1.28%
1.27%
1.23%
1.16%
1.13%
1.12%
1.12%
1.06%
0.95%
11.66%

DDWM Countries


DDWM
Segment Benchmark
20.05%
22.76%
17.95%
15.11%
10.74%
9.13%
7.90%
7.42%
7.32%
8.11%
6.94%
6.47%
5.88%
3.01%
3.99%
2.49%
3.74%
2.24%
3.10%
2.72%

DDWM Regions


DDWM
Segment Benchmark
64.18%
55.50%
35.29%
33.99%
0.31%
0.50%
0.22%
10.01%

DDWM Economic Development


DDWM
Segment Benchmark
100.00%
100.00%

DDWM Performance Statistics

0.90
0.88
0.76
0.98
0.23%
MSCI World ex USA IMI

DDWM MSCI ESG Ratings

A
6.66 / 10
41.67
81.07
7.43%
3.25%
198.26

DDWM Benchmark Comparison Holdings

846
3549
782
59.17%

DDWM Benchmark Comparison Summary


DDWM
Segment Benchmark
846
3549
$57.78B
$53.20B
13.74
16.65
1.30
1.55
4.44%
3.31%
Low
Low

DDWM Benchmark Comparison Market Cap Size


DDWM
Segment Benchmark
71.67%
68.13%
22.30%
22.81%
4.17%
7.89%
1.85%
1.17%