The DDLS issuer, WisdomTree, offers an exchange-traded fund employing a passive management approach to track the performance of its dividend weighted index. This index focuses on small-capitalization equity securities of companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends on shares of common stock. To achieve its investment objective, the fund utilizes a representative sampling strategy, investing in securities whose characteristics resemble those of the index. With at least 80% of its assets allocated to component securities of the index, the fund ensures alignment with the index's economic characteristics. The index dynamically hedges currency exposure to fluctuations between various foreign currencies and the U.S. dollar, employing quantitative signals for hedging decisions. WisdomTree, Inc., the index provider, applies a currency forward rate to hedge against fluctuations, utilizing forward currency contracts or futures contracts. As of September 30, 2023, the index had significant exposure to companies in Japan and Europe, particularly the United Kingdom, reflecting approximately 15% or more of the total weighting.
DDLS Dividend offers investors exposure to a diverse array of small-capitalization equity securities from industrialized nations, excluding Canada and the United States, that pay regular cash dividends on common stock. Employing a passive management strategy, the fund seeks to track the performance of its dividend-weighted index, which dynamically hedges currency exposure to fluctuations between various foreign currencies and the U.S. dollar using quantitative signals. With a focus on securities representing the bottom 25% of the market capitalization of the WisdomTree International Equity Index after the removal of the 300 largest companies, DDLS Dividend ensures a targeted exposure to smaller-cap dividend-paying companies. Through its emphasis on dividend payments and currency hedging, DDLS Dividend aims to provide investors with a balanced approach to capital appreciation and income generation.
DDLS Tracking offers investors a means to access a diversified portfolio of small-capitalization equity securities from industrialized nations, excluding Canada and the United States, that pay regular cash dividends on common stock. Utilizing a passive management strategy, the fund aims to closely mirror the performance of its dividend-weighted index. This index employs a representative sampling strategy, investing in securities with risk, return, and other characteristics resembling those of the index as a whole. With at least 80% of its assets typically invested in component securities of the index, DDLS Tracking ensures alignment with the index's economic characteristics. Additionally, the index dynamically hedges currency exposure to fluctuations between various foreign currencies and the U.S. dollar, providing investors with a means to mitigate currency risk. Through its commitment to tracking the index and currency hedging, DDLS Tracking seeks to deliver returns that closely match the performance of its benchmark while minimizing tracking error.
DDLS Correlation offers investors exposure to a carefully selected basket of small-capitalization equity securities from industrialized nations, excluding Canada and the United States, with a focus on companies paying regular cash dividends on common stock. Employing a passive management approach, the fund aims to closely correlate with the performance of its dividend-weighted index. This index utilizes a representative sampling strategy, investing in securities with risk, return, and other characteristics similar to those of the index as a whole. With a minimum of 80% of its assets typically invested in component securities of the index, DDLS Correlation ensures alignment with the index's economic characteristics. Moreover, the fund's performance is influenced by its dynamic currency hedging strategy, which aims to manage fluctuations between various foreign currencies and the U.S. dollar. By maintaining a high correlation with its benchmark index and employing effective currency risk management, DDLS Correlation seeks to provide investors with returns that closely match the performance of its underlying index.
DDLS Sector offers investors exposure to a diversified selection of small-capitalization equity securities from industrialized nations, excluding Canada and the United States, emphasizing companies that regularly pay cash dividends on common stock. Employing a passive management strategy, the fund seeks to track the performance of its dividend-weighted index. This index employs a representative sampling methodology, investing in securities that exhibit risk, return, and other characteristics akin to those of the index as a whole. With a minimum of 80% of its assets typically allocated to component securities of the index, DDLS Sector ensures alignment with the index's economic attributes. Furthermore, the fund's performance is influenced by its dynamic currency hedging approach, designed to manage fluctuations between various foreign currencies and the U.S. dollar. By focusing on sector-specific securities within the small-cap space and employing effective currency risk management, DDLS Sector aims to provide investors with returns that closely mirror the performance of its benchmark index within the chosen sector.
DDLS Exposure offers investors a targeted approach to accessing small-capitalization equity securities from industrialized nations, excluding Canada and the United States, with a particular emphasis on companies that regularly pay cash dividends on common stock. Utilizing a passive management strategy, the fund strives to replicate the performance of its dividend-weighted index. This index employs a representative sampling technique, investing in securities that demonstrate risk, return, and other characteristics closely resembling those of the index as a whole. With a minimum of 80% of its assets typically invested in component securities of the index, DDLS Exposure ensures alignment with the index's economic attributes. Additionally, the fund's performance is influenced by its dynamic currency hedging strategy, which seeks to mitigate fluctuations between various foreign currencies and the U.S. dollar. By focusing on small-cap securities and employing effective currency risk management, DDLS Exposure aims to provide investors with targeted exposure to dividend-paying companies while minimizing currency-related uncertainties.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readThe ETF with Cerner Corp. exposure provides investors with an opportunity to diversify their portfolio while gaining insight into the performance and potential of Cerner Corp.. This ETF offers a comprehensive view of the company's standing in the market, its historical performance, and future prospects.
4 min readTHD VS pie are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
4 min readThe DDLS ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
