DDWM - ETF AI Analysis

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WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM)

Rating:64Neutral

Price Target:―

DDWM’s rating suggests it is a solid but not top-tier international equity fund, supported by strong, diversified holdings in major global leaders. High-quality companies like Toyota, HSBC, Novartis, and LVMH contribute positively through strong financial performance, healthy balance sheets, and generally supportive technical trends. The main risks come from valuation and technical concerns in some holdings such as Roche, BBVA, Shell, and British American Tobacco, where signs of overvaluation, leverage, or weaker revenue and cash flow trends could add volatility.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Broad International Diversification

Holdings spread across many countries such as Japan, the UK, and several European and Asia-Pacific markets help reduce reliance on any single economy.

Balanced Sector Mix

Exposure across multiple sectors like industrials, financials, consumer stocks, health care, and technology helps limit the impact of weakness in any one industry.

Negative Factors

Mixed Performance Among Top Holdings

While some major positions have delivered strong gains, others have been weak or lagging, which can create uneven results for the fund.

Moderate Expense Ratio

The fund’s expense ratio is not especially low, meaning fees may take a noticeable bite out of long-term returns compared with cheaper ETFs.

Heavy Tilt Toward Financials and Industrials

Significant weight in financial and industrial companies increases the fund’s sensitivity to economic cycles and sector-specific downturns.

DDWM vs. SPDR S&P 500 ETF (SPY)

AUM1.23B

RegionDeveloped Markets

Expense Ratio0.40%

Beta0.59

IssuerWisdomTree

Inception DateJan 07, 2016

Dividend Yield2.41%

Asset ClassEquity

Index TrackedWisdomTree Dynamic International Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume175,621

30 Day Avg. Volume142,068

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

52.51

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1451

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DDWM Summary

DDWM is an ETF that follows the WisdomTree Dynamic International Equity Index, giving you broad exposure to stocks from countries like Japan, the UK, and France while trying to reduce the impact of currency swings. It holds many well-known international companies such as Toyota and Nestlé across sectors like financials, industrials, and healthcare. Someone might invest in DDWM to diversify beyond the U.S. and seek long-term growth from global markets, without worrying as much about foreign exchange rates. A key risk is that international stock prices can still go up and down significantly with global market conditions.

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 all about big overseas blue chips, with European and Japanese names setting the tone. Banks like HSBC and BBVA have been rising and give the fund a solid financial backbone, while Toyota adds steady strength from Japan’s industrial and auto complex. On the health care side, Roche and Novartis have been climbing, quietly pulling performance higher. Offsetting that, consumer giants Nestlé and luxury leader LVMH have been lagging, so staples and high-end retail are more of a brake than an engine in this developed-markets, ex-North America mix.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	1.61%	$19.70M	£219.36B	50.59%	80 Outperform
7203	Toyota Motor	1.36%	$16.62M	¥45.08T	14.23%	80 Outperform
NOVN	Novartis AG	1.23%	$15.00M	CHF221.76B	22.22%	80 Outperform
ISP	Intesa Sanpaolo SpA	1.16%	$14.26M	€103.45B	38.44%	76 Outperform
ROG	Roche Holding AG	1.16%	$14.22M	CHF279.71B	35.85%	73 Outperform
NESN	Nestlé SA	1.11%	$13.57M	CHF184.25B	10.74%	71 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	1.00%	$12.28M	€292.93B	-22.02%	78 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	0.99%	$12.09M	€123.17B	90.74%	76 Outperform
BATS	British American Tobacco	0.91%	$11.20M	£94.15B	36.61%	71 Outperform
SHEL	Shell (UK)	0.90%	$11.01M	£152.85B	5.30%	73 Outperform

DDWM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

43.48

Positive

100DMA

42.59

Positive

200DMA

40.76

Positive

Market Momentum

MACD

0.51

Positive

RSI

63.99

Neutral

STOCH

74.19

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 44.76, equal to the 50-day MA of 43.48, and equal to the 200-day MA of 40.76, indicating a bullish trend. The MACD of 0.51 indicates Positive momentum. The RSI at 63.99 is Neutral, neither overbought nor oversold. The STOCH value of 74.19 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DDWM	―	―	$1.23B	0.40%	―
JIRE	―	―	$9.95B	0.24%	―
DBEF	―	―	$8.51B	0.35%	―
FENI	―	―	$6.90B	0.28%	―
BBIN	―	―	$6.28B	0.07%	―
EFAV	―	―	$5.29B	0.20%	―

Performance Comparison

DDWM

WisdomTree Dynamic Currency Hedged International Equity Fund

45.36

10.25

29.19%

JIRE

JPMorgan International Research Enhanced Equity ETF

―

DBEF

Xtrackers MSCI EAFE Hedged Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

BBIN

JPMorgan BetaBuilders International Equity ETF

―

EFAV

iShares MSCI EAFE Min Vol Factor ETF

―

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.

Disclaimer

This 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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