DDWM - ETF AI Analysis
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WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has shown positive returns so far this year and over the past month, indicating recent strength in its strategy.
Broad International Diversification
Holdings spread across many countries such as Japan, the UK, France, and others help reduce the impact of weakness in any single market.
Sector Spread Across the Economy
Exposure to financials, industrials, consumer sectors, health care, technology, and more helps balance the fund across different parts of the global economy.
Negative Factors
Mixed Top Holding Performance
Several of the largest positions have been weak or lagging this year, which can hold back overall returns even as some other holdings perform well.
Heavy Tilt Toward Japan and Europe
A large share of assets in Japan and major European markets means the fund is sensitive to economic or political issues in those regions.
Moderate Expense Ratio
The fund’s fee is not especially low, so costs may be higher than some simpler international index ETFs.
DDWM vs. SPDR S&P 500 ETF (SPY)
AUM1.45B
RegionDeveloped Markets
Expense Ratio0.40%
Beta0.64
IssuerWisdomTree
Inception DateJan 07, 2016
Dividend Yield2.53%
Asset ClassEquity
Index TrackedWisdomTree Dynamic International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume100,541
30 Day Avg. Volume113,851
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1442
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DDWM Summary
The WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) is an ETF that tracks the WisdomTree Dynamic International Equity Index, focusing on stocks from many countries outside the U.S. It owns a wide mix of companies across sectors, including well-known names like Toyota and Nestlé, giving investors broad international diversification. A key feature is its built-in currency hedge, which aims to reduce the impact of foreign exchange swings on your returns. Someone might invest for long-term growth and global diversification, but the fund can still go up and down with international stock markets.
How much will it cost me?The expense ratio for the WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) is 0.4%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to dynamically hedge currency risks, offering a more tailored approach compared to passively managed funds.
What would affect this ETF?DDWM could benefit from stable economic growth in developed markets outside North America, particularly in sectors like Financials and Industrials, which make up a significant portion of its holdings. However, challenges such as rising interest rates or regulatory changes in major economies like Europe or Japan could negatively impact its top holdings, including banks and automakers. Additionally, while the fund's currency hedging strategy helps mitigate risks from exchange rate fluctuations, unexpected global economic instability could still affect overall performance.
DDWM Top 10 Holdings
DDWM’s story is driven by a mix of European financial muscle and global defensives. Banks like HSBC, Intesa Sanpaolo, and BBVA are doing the heavy lifting, with their rising share prices giving the fund a solid tailwind. ASML has been a standout winner, adding a powerful tech spark to returns. On the flip side, Roche has been lagging and Toyota has lost some speed, acting as mild brakes on performance. Overall, the ETF is broadly diversified across developed markets outside North America, with no single stock dominating the show.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.78% | $25.73M | £256.41B | 57.11% | 80 Outperform | |
| Nestlé SA | 1.22% | $17.60M | CHF220.05B | 8.54% | 71 Outperform | |
| Intesa Sanpaolo SpA | 1.20% | $17.32M | €110.92B | 28.80% | 76 Outperform | |
| Novartis AG | 1.19% | $17.24M | CHF228.20B | 34.46% | 80 Outperform | |
| Shell (UK) | 1.10% | $15.87M | £179.38B | 23.23% | 73 Outperform | |
| Roche Holding AG | 1.06% | $15.33M | $328.85B | 28.25% | 73 Outperform | |
| Toyota Motor | 1.05% | $15.23M | ¥30.85T | 15.24% | 80 Outperform | |
| ASML Holding NV | 1.01% | $14.54M | €587.11B | 146.60% | 76 Outperform | |
| British American Tobacco | 0.96% | $13.79M | £100.76B | 21.48% | 71 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 0.94% | $13.64M | €122.86B | 79.95% | 76 Outperform |
DDWM Technical Analysis
Positive
―
Price Trends
45.93
Positive
45.16
Positive
43.97
Positive
Market Momentum
0.16
Positive
55.39
Neutral
60.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DDWM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 46.24, equal to the 50-day MA of 45.93, and equal to the 200-day MA of 43.97, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 55.39 is Neutral, neither overbought nor oversold. The STOCH value of 60.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DDWM.
DDWM Peer Comparison
Comparison Results
Performance Comparison
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
46.62
6.80
17.08%
BBIN
JPMorgan BetaBuilders International Equity ETF
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―
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EFAV
iShares MSCI EAFE Min Vol Factor ETF
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―
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IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
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―
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HFXI
IQ 50 Percent Hedged FTSE International ETF
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―
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DMXF
iShares ESG Advanced MSCI EAFE ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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