DDWM
WisdomTree Dynamic Currency Hedged International Equity FundDDWM 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 6.48 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 78th percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DDWM CHARTS AND PERFORMANCE
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DDWM Portfolio Data
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DDWM Portfolio Management
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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 5 out of 5.
DDWM Tradability
DDWM Sector/Industry Breakdown
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DDWM TOP 10 HOLDINGS[View All]
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DDWM Performance Statistics
DDWM MSCI ESG Ratings
DDWM BENCHMARK COMPARISON SUMMARY
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