DDWM - ETF AI Analysis
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WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM)
Rating:64Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries in Europe, Asia, and other regions, helping reduce the impact of problems in any single market.
Mix of Strong Blue-Chip Holdings
Several top holdings, including major banks, consumer brands, and a leading chip-equipment maker, have shown strong performance, supporting the ETF’s overall returns.
Solid Recent Performance
The ETF has delivered steady gains so far this year and over the last few months, suggesting its strategy has been working in the current market environment.
Negative Factors
Heavy Country Concentration
Japan and the UK together make up a large share of the portfolio, which means the fund is more exposed if those markets weaken.
Mixed Results Among Top Holdings
While many leading positions are performing well, a key auto stock has been weak, showing that not all major holdings are moving in the same positive direction.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors receive over time.
DDWM vs. SPDR S&P 500 ETF (SPY)
AUM1.43B
RegionDeveloped Markets
Expense Ratio0.40%
Beta0.62
IssuerWisdomTree
Inception DateJan 07, 2016
Dividend Yield2.55%
Asset ClassEquity
Index TrackedWisdomTree Dynamic International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume105,120
30 Day Avg. Volume93,885
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
53.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1438
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DDWM Summary
DDWM is an international stock ETF that follows the WisdomTree Dynamic International Equity Index, focusing on companies outside the U.S. across many countries and sectors. It owns well-known names like Toyota and Nestlé, giving investors broad global diversification in a single investment. A key feature is its dynamic currency hedging, which aims to reduce the impact of foreign exchange swings on your returns. Someone might invest in DDWM to seek long-term growth from global markets while smoothing out currency ups and downs. However, it can still rise or fall 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 leans heavily on big European and Asian names, with banks and global blue chips steering the ship. Rising financials like Intesa Sanpaolo and BBVA are giving the fund a helpful tailwind, while Shell and BHP add punch when energy and commodities are in favor. ASML has been a standout growth engine, though its ride has been a bit choppy lately. On the flip side, consumer giant Nestlé is losing steam, and Toyota’s mixed performance has kept returns in check. Overall, it’s a diversified developed-markets play, but with a clear tilt toward overseas financials and industrial leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.78% | $25.57M | £259.22B | 45.81% | 80 Outperform | |
| Intesa Sanpaolo SpA | 1.28% | $18.37M | €119.85B | 21.93% | 76 Outperform | |
| Shell (UK) | 1.22% | $17.52M | £206.26B | 35.55% | 73 Outperform | |
| Novartis AG | 1.12% | $16.10M | CHF219.30B | 22.56% | 80 Outperform | |
| Toyota Motor | 1.12% | $16.04M | ¥35.40T | 0.67% | 80 Outperform | |
| Roche Holding AG | 1.09% | $15.68M | $346.33B | 37.61% | 73 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.07% | $15.36M | €140.28B | 55.90% | 76 Outperform | |
| Nestlé SA | 1.06% | $15.23M | CHF198.50B | 0.76% | 71 Outperform | |
| ASML Holding NV | 1.00% | $14.33M | €581.61B | 86.21% | 76 Outperform | |
| BHP Group Ltd | 0.90% | $12.83M | AU$308.67B | 50.00% | 68 Neutral |
DDWM Technical Analysis
Negative
―
Price Trends
46.83
Negative
46.26
Negative
45.18
Positive
Market Momentum
-0.20
Positive
41.73
Neutral
32.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DDWM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 46.56, equal to the 50-day MA of 46.83, and equal to the 200-day MA of 45.18, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 41.73 is Neutral, neither overbought nor oversold. The STOCH value of 32.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DDWM.
DDWM Peer Comparison
Comparison Results
Performance Comparison
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
45.63
4.80
11.76%
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
―
HFXI
IQ 50 Percent Hedged FTSE International ETF
―
―
―
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
―
―
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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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