WisdomTree Dynamic Ownership
DDWM Etf | USD 39.54 0.13 0.33% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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WisdomTree Etf Ownership Analysis
WisdomTree Dynamic is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 1592 constituents with avarage daily trading value of 93.1 K. The fund charges 0.4 percent management fee with a total expences of 0.4 percent of total asset. The fund created five year return of 13.0%. WisdomTree Dynamic retains all of assets under management (AUM) in equities. This fund last dividend was 0.062 per share. 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. To learn more about WisdomTree Dynamic Currency call the company at NA.Sector Exposure (%)
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 Dynamic , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
SAN | Sanofi SA | Stock | |
INGA | ING Groep NV | Stock | |
IMB | Imperial Brands PLC | Stock | |
SAP | SAP SE | Stock | |
AZN | AstraZeneca PLC | Stock | |
MC | LVMH Mot Hennessy | Stock | |
NESN | Nestl SA | Stock | |
SIE | Siemens Aktiengesellschaft | Stock | |
ABBN | ABB | Stock | |
OR | LOreal SA | Stock | |
SHEL | Shell plc | Stock | |
IBE | Iberdrola SA | Stock | |
BBVA | Banco Bilbao Vizcaya | Stock | |
EQNR | Equinor ASA | Stock | |
BATS | British American Tobacco | Stock | |
ULVR | Unilever PLC | Stock | |
VOLV-B | AB Volvo | Stock | |
GSK | GlaxoSmithKline PLC | Stock | |
SU | Schneider Electric SE | Stock | |
ENGI | Engie SA | Stock | |
CABK | Caixabank SA | Stock | |
ITX | Industria de Diseno | Stock | |
ROG | Roche Holding AG | Stock | |
FMG | Fortescue | Stock | |
ACA | Credit Agricole SA | Stock | |
ALV | Allianz SE VNA | Stock | |
SAN | Banco Santander | Stock | |
ZURN | Zurich Insurance Group | Stock | |
NDA-SE | Nordea Bank Abp | Stock | |
BHP | BHP Group | Stock | |
BP | BP PLC | Stock | |
DG | Vinci SA | Stock | |
DTE | Deutsche Telekom AG | Stock | |
RIO | Rio Tinto PLC | Stock | |
NOVN | Novartis AG | Stock | |
NG | National Grid PLC | Stock | |
CBA | Commonwealth Bank of | Stock | |
HSBA | HSBC Holdings PLC | Stock | |
CS | AXA SA | Stock |
Institutional Etf Holders for WisdomTree Dynamic
EVAGX | Evaluator Aggressive Rms | Mutual Fund | |
EVFGX | Evaluator Aggressive Rms | Mutual Fund | |
EVGLX | Evaluator Growth Rms | Mutual Fund | |
EVGRX | Evaluator Growth Rms | Mutual Fund |
WisdomTree Dynamic Outstanding Bonds
WisdomTree Dynamic issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree Dynamic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree Dynamic Currency has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MPLX LP 4125 Corp BondUS55336VAK61 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View | |
BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
MGM Resorts International Corp BondUS552953CD18 | View | |
Valero Energy Partners Corp BondUS91914JAA07 | View |
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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.