The WisdomTree, issuer of the DDWM, operates under a passive management strategy, seeking to track the performance of its Index, which is designed to provide exposure to dividend-paying companies in the industrialized world, excluding Canada and the United States, while dynamically hedging currency exposure. The Index selects eligible companies based on criteria including dividend payments, market capitalization, and trading volume. Weighting within the Index is determined by dividends paid, with adjustments made for sector and country concentration. Currency fluctuations are managed through dynamic hedging strategies based on various quantitative signals, aiming to limit losses and benefit from currency movements. WisdomTree utilizes the Global Industry Classification Standard to assign sectors, with a significant portion of the Index weighted towards the Financials Sector as of September 30, 2023. Additionally, significant portions of the Index are tied to Japan and Europe, though geographic exposure may vary over time.
DDWM Dividend, part of the WisdomTree family, offers investors exposure to dividend-paying companies across the industrialized world, excluding Canada and the United States, while employing dynamic currency hedging strategies. The fund tracks an Index that selects companies based on criteria such as dividend payments, market capitalization, and trading volume, with securities weighted according to dividends paid. This approach aims to provide investors with the potential for income generation while mitigating the impact of currency fluctuations. With a focus on dividend yield and currency risk management, DDWM Dividend presents a diversified investment opportunity within the global equity market landscape.
DDWM Tracking, a constituent of the WisdomTree lineup, is designed to mirror the performance of its underlying index, which comprises dividend-paying companies from the industrialized world, excluding Canada and the United States. Employing a passive management approach, the fund utilizes a representative sampling strategy to replicate the risk, return, and other characteristics of the index. With at least 80% of its total assets invested in index component securities, DDWM Tracking aims to offer investors exposure to a broad range of companies while effectively tracking the index's performance. By maintaining alignment with the index methodology and dynamically hedging currency exposure, the fund seeks to deliver results consistent with its benchmark over the long term, providing investors with a convenient and efficient means of accessing global dividend-paying equities.
DDWM Correlation, as part of the WisdomTree, seeks to provide investors with exposure to dividend-paying companies across the industrialized world, excluding Canada and the United States, while managing correlation risks. The fund's investment strategy is designed to track the performance of its underlying index, which comprises a diversified portfolio of securities weighted based on dividend payments. By employing a passive management approach and utilizing representative sampling, DDWM Correlation aims to closely correlate with its benchmark index. This approach allows investors to potentially benefit from the dividend income generated by a broad selection of companies while managing the correlation risk associated with global equity markets. With a focus on aligning with the index's methodology and dynamically hedging currency exposure, DDWM Correlation offers investors a tool to potentially enhance portfolio diversification and manage overall correlation risk within their investment portfolios.
DDWM Sector, a component of the WisdomTree, offers investors exposure to dividend-paying companies across various sectors in the industrialized world, excluding Canada and the United States. The fund tracks an index that selects eligible companies based on stringent criteria, including dividend payments, market capitalization, and trading volume. With securities weighted according to dividends paid, DDWM Sector provides investors with diversified exposure to different sectors while emphasizing income generation. By employing a passive management strategy and utilizing representative sampling, the fund aims to closely track the performance of its underlying index. This approach enables investors to potentially benefit from the dividend income generated by companies across different sectors while managing sector-specific risks. DDWM Sector thus serves as a tool for investors seeking sector-specific exposure within the global equity market landscape.
DDWM Exposure, part of the WisdomTree family, offers investors a unique opportunity to gain exposure to dividend-paying companies across the industrialized world, excluding Canada and the United States. The fund tracks an index that meticulously selects eligible companies based on criteria such as dividend payments, market capitalization, and trading volume. With securities weighted according to dividends paid, DDWM Exposure provides investors with diversified exposure to different regions, sectors, and currencies while emphasizing income generation. Employing a passive management strategy and representative sampling, the fund aims to closely replicate the performance of its underlying index. By effectively managing currency exposure and diversifying across various regions and sectors, DDWM Exposure presents investors with a convenient and efficient means of accessing global dividend-paying equities while potentially mitigating risks associated with individual stocks or specific regions.
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4 min readDVY tracks the Dow Jones U.S. Select Dividend Index. This index is designed to measure the performance of U.S. stocks that have a consistent history of dividend payments and meet certain dividend yield criteria. DVY aims to provide investors with exposure to high-quality dividend-paying companies within the U.S. market.
4 min readThe DDWM 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.
5 min readThe FV 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.
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