Wisdomtree Dynamic Currency Etf Profile
| DDWM Etf | USD 34.50 0.04 0.12% |
Performance0 of 100
| Odds Of DistressLess than 9
|
WisdomTree Dynamic is selling at 34.50 as of the 25th of November 2024; that is 0.12 percent decrease since the beginning of the trading day. The etf's lowest day price was 34.41. WisdomTree Dynamic has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for WisdomTree Dynamic Currency are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its total assets in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree Dynamic is traded on BATS Exchange in the United States.. More on WisdomTree Dynamic Currency
Moving together with WisdomTree Etf
| 0.97 | EFV | iShares MSCI EAFE | PairCorr |
| 0.97 | FNDF | Schwab Fundamental | PairCorr |
| 0.83 | VYMI | Vanguard International | PairCorr |
| 0.94 | IDV | iShares International | PairCorr |
| 0.93 | DFIV | Dimensional International | PairCorr |
| 0.96 | IVLU | iShares Edge MSCI | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Risk ETFs, Strategy ETFs, Foreign Large Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2016-01-07 |
| Benchmark | WisdomTree Dynamic Currency Hedged International Equity Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 296.84 Million |
| Average Trading Valume | 31,136.9 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Target Risk |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 1,461 |
| Market Maker | Jane Street |
| Total Expense | 0.4 |
| Management Fee | 0.4 |
| Country Name | USA |
| Returns Y T D | 10.29 |
| Name | WisdomTree Dynamic Currency Hedged International Equity Fund |
| Currency Code | USD |
| Open Figi | BBG00BSZ29K3 |
| In Threey Volatility | 12.38 |
| 1y Volatility | 9.12 |
| 200 Day M A | 34.5014 |
| 50 Day M A | 35.1705 |
| Code | DDWM |
| Updated At | 25th of November 2024 |
| Currency Name | US Dollar |
WisdomTree Dynamic Currency [DDWM] is traded in USA and was established 2016-01-07. The fund is listed under Foreign Large Value category and is part of WisdomTree family. The entity is thematically classified as Target Risk ETFs. WisdomTree Dynamic currently have 166.21 M in assets under management (AUM). , while the total return for the last 3 years was 8.5%.
Check WisdomTree Dynamic Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Dynamic Currency Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Dynamic Currency Exposure
WisdomTree Dynamic Currency holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Dynamic will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Dynamic Currency.
Top WisdomTree Dynamic Currency Etf Constituents
| SUL | Super Retail Group | Stock | Consumer Discretionary | |
| VIG | Vienna Insurance Group | Stock | Insurance - General | |
| AZJ | Aurizon Holdings | Stock | Industrials | |
| COFA | Coface SA | Stock | Financials | |
| GLEN | Glencore PLC | Stock | Materials | |
| BEZQ | Bezeq Israeli Telecommunication | Stock | Communication Services | |
| GL9 | Glanbia PLC | Stock | Food Manufacturers | |
| IAG | Insurance Australia Group | Stock | Financials |
WisdomTree Dynamic Top Holders
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVGLX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVGRX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity |
WisdomTree Dynamic Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Dynamic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | (0.07) |
WisdomTree Dynamic Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Dynamic Currency. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of WisdomTree Dynamic is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Dynamic's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Dynamic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Dynamic's market value can be influenced by many factors that don't directly affect WisdomTree Dynamic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.