WisdomTree Dynamic Currency Hedged International Equity Fund
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About DDWM
The Fund employs a “passive management” – or indexing– investment approach designed to track the performance of the Index. The Fund generally uses a representative sampling strategyto achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return,and other characteristics resemble the risk, return, and other characteristics of the Index as a whole. WisdomTree, Inc. (“WisdomTree”), the index providerand parent company of the Fund’s investment adviser, WisdomTree Asset Management, Inc. (“WisdomTree Asset Management”or the “Adviser”) designed the Index to provide exposure to the equity securities of companies in the industrialized world,excluding Canada and the United States, that pay regular cash dividends on shares of common stock, while at the same time dynamicallyhedging currency exposure to fluctuations between the value of the applicable foreign currencies (i.e., Australian Dollar, CanadianDollar, Swiss Franc, Danish Krone, Euro, Great Britain Pound Sterling, Hong Kong Dollar, Israeli New Shekel, Japanese Yen, NorwegianKrone, Swedish Krona, and Singapore Dollar) and the U.S. dollar. The Index is a modified market capitalization weighted index and consistsof equity securities of dividend-paying companies. To be eligible for inclusion in the Index, a company must meet the following criteriaas of the annual Index screening date: (i) conduct their Primary Business Activities in Europe, Japan, Australia, Hong Kong, Israel,or Singapore and have its shares listed for trading on one of the stock exchanges in Europe (i.e., Austria, Belgium, Denmark,Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, or the United Kingdom), theTokyo Stock Exchange, or on exchanges in Australia, Hong Kong, Israel, or Singapore; (ii) have paid at least $5 million in gross cashdividends on shares of its common stock in the prior annual cycle; (iii) have a market capitalization of at least $100 million; (iv)have a median daily dollar volume of at least $100,000 for the preceding three months; and (v) have trading of at least 250,000 sharesper month for each of the preceding six months. The country in which a company conducts its Primary Business Activities is determinedbased on one or more of the following factors: country of organization or incorporation, country in which a company’s headquartersis located, the country to which a company has the greatest risk exposure, and the country from which a company generates the most significantportion of its revenue or to which it allocates the greatest resources. Securities are weighted in the Index based on market capitalizationand dividends paid over the prior annual cycle. Generally, companies that pay a greater total dollar amount of dividends are more heavilyweighted. To derive a company’s initial Index weight, (i) multiply the U.S. dollar value of the company’s annual grossdividend per share by its common shares outstanding (the “Cash Dividend Factor”); (ii) calculate the Cash DividendFactor for each company; (iii) add together all of the companies’ Cash Dividend Factors; and (iv) divide the company’sCash Dividend Factor by the sum of all Cash Dividend Factors. The maximum weight in the Index of any one sector and any one countryis capped at 25% (with the exception of the Real Estate Sector, which is capped at 15%); however, sector and country weights may fluctuateabove their specified caps in response to market conditions and/or the application of volume factor adjustments. If a constituent securityno longer meets applicable trading volume thresholds as of the annual Index screening date, the Index methodology provides for the applicationof a volume factor adjustment to reduce the weight of such constituent security in the Index and reallocates the excess weight pro rataamong the remaining constituent securities. The Index dynamically hedges currency fluctuations in the relative valueof the applicable foreign currencies against the U.S. dollar, ranging from a 0% to 100% hedge. The Index determines and adjusts the hedgeratios applicable to such foreign currencies on a monthly basis using four quantitative signals: momentum, interest rate differentials,low volatility, and time-series momentum. Momentum is measured by the one-month average of each currency’s spot price versus theU.S. dollar. Interest rate differentials are measured by the difference in interest rates, as implied in one month FX forwards, betweeneach currency and the U.S. dollar. Low volatility is used to hedge exposure to the top two-thirds of currencies with the highest 24-monthreturn volatilities. Time-series momentum is based on a broad trend in the U.S. dollar. This approach is designed to seek to limit lossesrelated to foreign currencies when such currencies depreciate against the U.S. dollar while allowing for participation in gains relatedto foreign currencies when such currencies appreciate against the U.S. dollar. In seeking to track the performance of the Index, the Fundalso aims to benefit from such currency movements while reducing the volatility associated with currency returns. The Index applies a published currency forward rate to each foreigncurrency represented in the Index to hedge against fluctuations in the relative value of the foreign currencies against the U.S. dollarpursuant to the applicable hedge ratios. The Fund uses forward currency contracts or futures contracts to the extent foreign currenciesare hedged. The index provider currently usesthe Global Industry Classification Standard (GICS®),a widely recognized industry classification methodology developed by MSCI, Inc. and Standard & Poor’s Financial Services LLC,to identify the extent of the Index’s exposure to a sector or industry. A GICS sector typically is composed of multiple industries.Because the Fund seeks to track the Index, it is expected to have the same sector and industry exposure as the Index. While the Index’sand the Fund’s sector exposure may vary from time to time, as of September 30, 2025, the Index, and, therefore, the Fund, had significantexposure (e.g., approximately 15% or more of the Index’s total weight) to the Financials and Industrials Sectors. To the extent the Index is concentrated in the securities of companiesassigned to a particular industry or group of industries, the Fund will seek to concentrate its investments (i.e., invest morethan 25% of its assets) in such industry or group of industries to approximately the same extent as the Index. As of September 30, 2025, the equity securities of companies thatconduct their Primary Business Activities in Japan and Europe, particularly the United Kingdom, comprised a significant portion of theFund’s holdings (e.g., approximately 15% or more), although the Fund’s geographic exposure may change from time totime.
DDWM News
- Behavioral Patterns of DDWM and Institutional Flows
- Short Interest in WisdomTree Dynamic International Equity Fund (BATS:DDWM) Decreases By 70.4%
- (DDWM) Movement Within Algorithmic Entry Frameworks
- WisdomTree Dynamic International Equity Fund (BATS:DDWM) Trading Up 0% – Time to Buy?
- How (DDWM) Movements Inform Risk Allocation Models
- How (DDWM) Movements Inform Risk Allocation Models
- WisdomTree Dynamic International Equity Fund (BATS:DDWM) Stock Price Down 1% – What’s Next?
- Trading Systems Reacting to (DDWM) Volatility
- How Wisdomtree Dynamic Currency Hedged International Equity Fund (DDWM) Affects Rotational Strategy Timing
- WisdomTree Dynamic International Equity Fund (BATS:DDWM) Short Interest Up 1,054.8% in May
Data for DDWM is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.