DDLS - ETF AI Analysis
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WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS)
Rating:56Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has shown steady gains so far this year and over the past month, suggesting positive recent momentum.
Global Small-Cap Diversification
Holdings spread across many countries such as Japan, the UK, Australia, and others help reduce reliance on any single market.
Broad Sector Mix
Exposure to a wide range of sectors, including industrials, financials, consumer stocks, and technology, helps spread out sector-specific risk.
Negative Factors
Higher-Than-Index-Like Fees
The expense ratio is noticeably higher than many low-cost index ETFs, which can eat into long-term returns.
Concentration in a Few Countries
A large share of assets is in a handful of markets like Japan and the UK, which can increase the impact of country-specific downturns.
Small-Cap and International Risk
Focusing on smaller companies outside the U.S. can make the fund more sensitive to market swings and economic shocks in those regions.
DDLS vs. SPDR S&P 500 ETF (SPY)
AUM435.96M
RegionDeveloped Markets
Expense Ratio0.48%
Beta0.69
IssuerWisdomTree
Inception DateJan 07, 2016
Dividend Yield3.58%
Asset ClassEquity
Index TrackedWisdomTree Dynamic International SmallCap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,936
30 Day Avg. Volume18,951
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DDLS Summary
DDLS is an ETF that follows the WisdomTree Dynamic International SmallCap Equity Index, focusing on smaller companies outside the U.S. It owns many stocks across countries like Japan, the UK, and Australia, and spreads investments across industries such as industrials, financials, and consumer companies. Examples of holdings include Man Group in the UK and First Resources in Singapore. A key feature is its currency hedging, which aims to reduce the impact of foreign exchange swings. Someone might invest for international diversification and small-cap growth potential, but should know that small-company and foreign stocks can be more volatile and can go up and down in value.
How much will it cost me?The expense ratio for DDLS is 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed and uses a sophisticated currency hedging strategy to reduce volatility.
What would affect this ETF?DDLS could benefit from growth in international small-cap companies, especially in developed markets outside North America, as these firms often drive innovation and agility. Positive trends like global economic recovery, increased industrial activity, and advancements in technology could boost the ETF's key sectors, such as Industrials and Technology. However, challenges like rising interest rates, geopolitical tensions, or regulatory changes in developed markets could negatively impact small-cap stocks and the fund's performance.
DDLS Top 10 Holdings
DDLS leans into international small caps, with a clear tilt toward industrials, financials, and consumer names outside North America. First Resources has been a real engine for the fund lately, with its strong, rising share price giving performance a helpful tailwind. Elecnor and Man Group are also pulling their weight, adding steady to rising momentum. Plus500 is more of a mixed story, bouncing between gains and setbacks, while Fibi Holdings has been comparatively subdued. Overall, the fund’s story is broad global exposure, not dominated by any single stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 0.74% | $3.23M | ― | ― | ― | |
| Elecnor | 0.73% | $3.18M | €3.29B | 77.14% | 60 Neutral | |
| ― | 0.71% | $3.08M | ― | ― | ― | |
| Plus500 | 0.60% | $2.62M | £3.21B | 33.49% | 83 Outperform | |
| Man Group plc | 0.53% | $2.33M | £3.24B | 62.65% | 76 Outperform | |
| ― | 0.51% | $2.24M | ― | ― | ― | |
| Aperam S.A. | 0.51% | $2.22M | €3.67B | 88.68% | 65 Neutral | |
| ― | 0.49% | $2.14M | ― | ― | ― | |
| Fibi Holdings | 0.47% | $2.06M | ₪10.52B | 35.03% | ― | |
| Taiyo Yuden Co., Ltd. | 0.45% | $1.98M | ¥1.99T | 557.27% | 54 Neutral |
DDLS Technical Analysis
Neutral
―
Price Trends
45.08
Negative
44.93
Negative
43.30
Positive
Market Momentum
-0.01
Positive
44.78
Neutral
14.39
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DDLS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 45.57, equal to the 50-day MA of 45.08, and equal to the 200-day MA of 43.30, indicating a neutral trend. The MACD of -0.01 indicates Positive momentum. The RSI at 44.78 is Neutral, neither overbought nor oversold. The STOCH value of 14.39 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DDLS.
DDLS Peer Comparison
Comparison Results
Performance Comparison
DDLS
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund
44.51
7.06
18.85%
JHMD
John Hancock Multifactor Developed International ETF
―
―
―
IQDG
WisdomTree International Quality Dividend Growth Fund
―
―
―
NUDM
Nuveen ESG International Developed Markets Equity ETF
―
―
―
DWM
WisdomTree International Equity Fund
―
―
―
EFAX
SPDR MSCI EAFE Fossil Fuel Free ETF
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―
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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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