WisdomTree Dynamic Currency Hedged Intl Quality Div Growth
ALTAR
Score™
0.0% info Recommen-
dation
AVOID
2020E    2021E
P/E
ratio
0.0x P/Sales
ratio
0.0x
P/BV
ratio
0.0x Div.
yield
0.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The WisdomTree Dynamic Currency Hedged International Quality Dividend Growth ETF tracks an index of stocks in developed markets outside the US and Canada, screened for growth and quality factors and weighted by dividends. The fund employs a variable curre

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Nov 03, 2016
Assets (mns) $18
Currency USD
Expense ratio 48 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Dividend
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 294
Wgt avg mkt cap (mns) $0
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NESTLE SA-REG 2.7 %
ROCHE HOLDING AG-GENUSSCHEIN 2.2 %
NOVARTIS AG-REG 1.8 %
ASML HOLDING NV 1.4 %
LVMH MOET HENNESSY LOUIS VUI 1.2 %
NOVO NORDISK A/S-B 1.2 %
SANOFI-AVENTIS 1.1 %
GLAXOSMITHKLINE PLC 1.1 %
SIEMENS AG-REG 1.1 %
DIAGEO PLC 1.0 %
Total 14.7 %

TOP COUNTRY EXPOSURE
0.0 %











HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.4% 6.1% -- -- 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.77 87%
MSCI EAFE 0.83 88%
MSCI Emg. Mkts. 0.59 68%

Technical Indicators
Recent close $24.32
30d moving avg. $22.62
Annualized volatility 14.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 12
Turnover 1.6%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 99 potential alternatives to the WisdomTree Dynamic Currency Hedged Intl Quality Div Growth ETF based on the alternatives' overlap in portfolio holdings with DHDG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DHDG Expense: 48 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DHDG
Ticker Fund
Name
Overlap1
vs DHDG
(%)
Expense
ratio
(bp)
Savings
vs DHDG
(bp)
ALTAR
Score™
(%)
ALTAR
vs DHDG
(%)
ESGD iShares MSCI EAFE ESG Optimized ETF 48.6 20 28 7.4 +7.4
QEFA SPDR MSCI EAFE Quality Mix ETF 47.0 30 18 6.9 +6.9
IQSI IQ Candriam ESG International Equity ETF 45.6 15 33 7.5 +7.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 45.1 20 28 7.5 +7.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 42.9 14 34 7.2 +7.2
EFG iShares MSCI EAFE Growth ETF 42.1 40 8 4.8 +4.8
EFA iShares MSCI EAFE ETF 42.0 32 16 7.4 +7.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 41.4 35 13 7.2 +7.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 40.4 25 23 6.9 +6.9
HFXI IQ 50 Percent Hedged FTSE International ETF 40.1 20 28 7.8 +7.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 40.1 25 23 7.0 +7.0
DWMF WisdomTree International Multifactor Fund 37.8 38 10 6.9 +6.9
PDEV Principal International Multi-Factor Core Index ETF 37.8 25 23 8.1 +8.1
JHMD John Hancock Multifactor Developed International ETF 37.4 45 3 7.6 +7.6
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 37.3 7 41 7.8 +7.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 37.0 45 3 6.9 +6.9
IEV iShares Europe ETF 37.0 59 -11 7.1 +7.1
DOL WisdomTree International LargeCap Dividend Fund 37.0 48 0 8.8 +8.8
BBEU JPMorgan BetaBuilders Europe ETF 36.9 9 39 7.6 +7.6
HFXE IQ 50 PERCENT HEDGED FTSE EUROPE ETF 36.8 30 18 7.1 +7.1
FLEE Franklin FTSE Europe ETF 36.4 9 39 7.2 +7.2
DWM WisdomTree International Equity Fund 36.2 48 0 8.5 +8.5
FLEH Franklin FTSE Europe Hedged ETF 36.2 9 39 7.3 +7.3
IEFA iShares Core MSCI EAFE ETF 36.0 7 41 7.5 +7.5
CIL VictoryShares International Volatility Weighted Index ETF 35.7 45 3 6.9 +6.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 35.7 35 13 8.8 +8.8
IQLT iShares Edge MSCI Intl Quality Factor ETF 35.1 30 18 6.4 +6.4
EFAV iShares Edge MSCI Min Vol EAFE ETF 35.1 20 28 6.0 +6.0
IEUR iShares Core MSCI Europe ETF 34.7 9 39 7.6 +7.6
RFDI First Trust Riverfront Dynamic Developed International ETF 34.7 83 -35 6.5 +6.5
SCHF Schwab International Equity ETF 34.6 6 42 7.6 +7.6
PQIN PGIM QMA Strategic Alpha International Equity ETF 34.5 29 19 8.3 +8.3
FEU SPDR Portfolio Europe ETF 33.9 9 39 7.6 +7.6
VGK Vanguard FTSE Europe ETF 33.5 8 40 7.6 +7.6
SPDW SPDR Portfolio Developed World ex-US ETF 33.1 4 44 7.4 +7.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 33.0 39 9 6.9 +6.9
IDEV iShares Core MSCI International Developed Markets ETF 32.7 5 43 7.5 +7.5
IDY Pacific Global International Equity Income ETF 32.3 39 9 8.3 +8.3
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 32.1 16 32 7.3 +7.3
TPIF Timothy Plan International ETF 31.8 62 -14 7.2 +7.2
FNDF Schwab Fundamental International Large Co. Index ETF 31.5 25 23 9.0 +9.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 31.3 45 3 9.2 +9.2
IMTM iShares Edge MSCI Intl Momentum Factor ETF 30.5 30 18 5.0 +5.0
NUDM Nuveen ESG International Developed Markets Equity ETF 30.4 40 8 7.1 +7.1
VEA Vanguard FTSE Developed Markets ETF 30.3 5 43 7.6 +7.6
CWI SPDR MSCI ACWI ex-US ETF 30.0 30 18 7.9 +7.9
FDEV Fidelity Targeted International Factor ETF 29.9 39 9 6.7 +6.7
IQIN IQ 500 International ETF 29.9 25 23 9.3 +9.3
RBIN Nationwide Risk-Based International Equity ETF 29.8 42 6 6.5 +6.5
JPEU JPMorgan Diversified Return Europe Equity ETF 29.7 37 11 7.0 +7.0
ISZE iShares Edge MSCI Intl Size Factor ETF 29.6 30 18 7.2 +7.2
QINT American Century Quality Diversified International ETF 29.5 39 9 6.1 +6.1
IDHQ Invesco S&P International Developed High Quality ETF 29.4 29 19 5.5 +5.5
EFV iShares MSCI EAFE Value ETF 29.0 39 9 10.4 +10.4
IPAC iShares Core MSCI Pacific ETF 28.9 9 39 7.6 +7.6
OEUR O'shares FTSE Europe Quality Dividend ETF 28.8 48 0 6.7 +6.7
EUMV iShares Edge MSCI Min Vol Europe ETF 28.8 25 23 5.6 +5.6
UIVM VictoryShares USAA MSCI International Value Momentum ETF 28.5 35 13 8.8 +8.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 28.5 29 19 8.9 +8.9
ACWX iShares MSCI ACWI ex U.S. ETF 27.8 32 16 7.7 +7.7
VPL Vanguard FTSE Pacific ETF 27.8 8 40 8.0 +8.0
VSGX Vanguard ESG International Stock ETF 27.8 17 31 7.6 +7.6
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 27.4 24 24 7.4 +7.4
SCID Global X Scientific Beta Europe ETF 27.4 38 10 7.2 +7.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 27.2 32 16 6.6 +6.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 27.2 40 8 7.6 +7.6
RNDM Developed International Equity Select ETF 27.1 65 -17 6.5 +6.5
IDLV Invesco S&P International Developed Low Volatility ETF 26.9 25 23 7.0 +7.0
ISDX Invesco Strategic Developed ex-US ETF 26.8 23 25 7.7 +7.7
JPIN JPMorgan Diversified Return International Equity ETF 26.4 38 10 8.1 +8.1
RFEU First Trust Riverfront Dynamic Europe ETF 26.4 83 -35 5.1 +5.1
IDMO Invesco S&P International Developed Momentum ETF 26.4 25 23 4.7 +4.7
JPGE JPMorgan Diversified Return Global Equity ETF 25.6 29 19 7.5 +7.5
VEU Vanguard FTSE All-World ex-US Index Fund 25.5 8 40 8.0 +8.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 24.8 25 23 7.6 +7.6
IGRO iShares International Dividend Growth ETF 24.4 22 26 8.3 +8.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 24.4 80 -32 6.1 +6.1
EZU iShares MSCI Eurozone ETF 24.3 49 -1 7.1 +7.1
EWJ iShares MSCI Japan ETF 24.3 49 -1 7.4 +7.4
IXUS ishares Core MSCI Total International Stock ETF 24.0 9 39 7.8 +7.8
VIGI Vanguard International Dividend Appreciation ETF 24.0 25 23 6.1 +6.1
BBJP JPMorgan BetaBuilders Japan ETF 24.0 19 29 7.7 +7.7
HFXJ IQ 50 Percent Hedged FTSE Japan ETF 23.8 30 18 7.6 +7.6
FLJP Franklin FTSE Japan ETF 23.8 9 39 7.8 +7.8
DBJP Xtrackers MSCI Japan Hedged Equity ETF 23.8 45 3 7.5 +7.5
FLJH Franklin FTSE Japan Hedged ETF 23.7 9 39 7.8 +7.8
QJPN SPDR MSCI Japan StrategicFactors ETF 23.6 14 34 8.0 +8.0
EURZ Xtrackers Eurozone Equity ETF 23.6 9 39 7.4 +7.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 23.3 45 3 7.0 +7.0
VYMI Vanguard International High Dividend Yield ETF 23.2 32 16 10.6 +10.6
DIM WisdomTree International MidCap Dividend Fund 23.2 58 -10 7.9 +7.9
VXUS Vanguard Total International Stock Index Fund 23.2 8 40 7.9 +7.9
JPXN iShares JPX-Nikkei 400 ETF 23.1 48 0 7.5 +7.5
FIVA Fidelity International Value Factor ETF 22.9 39 9 10.5 +10.5
EWJE iShares MSCI Japan Equal Weighted ETF 22.8 15 33 7.1 +7.1
DDEZ WisdomTree Europe Multifactor Fund 22.6 43 5 7.2 +7.2
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 22.6 9 39 7.9 +7.9
IVLU iShares Edge MSCI Intl Value Factor ETF 22.3 30 18 11.6 +11.6
DTH WisdomTree DEFA Equity Income Fund 21.5 58 -10 9.9 +9.9

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2015 2016 2017 2018 2019 2020E 2021E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2019 2020E 2021E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
WisdomTree Dynamic Currency Hedged Intl Quality Div Growth
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 0.0 %
Divided by: Fwd. P/BV 0.0 x
Less: Expense ratio 48 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.