HEDJ

WisdomTree Europe Hedged Equity Fund
B

48
*Unless otherwise stated, data provided by FactSet.

HEDJ Fund Description

The WisdomTree Europe Hedged Equity ETF tracks an index of Eurozone dividend-paying companies that derive a majority of revenue from exports outside the Eurozone. HEDJ is hedged against the euro for US investors.

HEDJ Factset Analytics Insight

HEDJ targets dividend-paying firms, and as the ticker implies, aims to remove euro currency exposure for US investors. But HEDJ adds a third twist: It screens for firms that get at least 50% of their sales from exports outside the Eurozone. Such firms should do well when the euro is weak or weakening, and the hedge works (in the weakening euro scenario) to protect local gains from getting lost in translation back to greenbacks. The other side is that in a strengthening euro environment, the fund, hit by poor local returns and no FX gain, would lag an unhedged fund by an even greater amount. Effectively, HEDJ doubles down on its bet against the euro.HEDJ charges a hefty fee, but the fund has had no trouble attracting assets. Consequently, it's one of the most liquid ETFs in the developed Europe space—making it ideal for short-term, tactical trades. Consider trading in the morning (New York time), when European markets are still open, for best price discovery.

HEDJ MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of July 18, 2018 the WisdomTree Europe Hedged Equity Fund MSCI ESG Fund Quality Score is 7.17 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. HEDJ ranks in the 78th percentile within its peer group and in the 96th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

HEDJ CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/18/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HEDJ 0.55% 3.40% 4.93% 6.53% 5.03% 10.19% --
HEDJ (NAV) 0.87% 3.52% 4.77% 6.86% 5.18% 10.28% --
WisdomTree Europe Hedged Equity Index -1.60% 2.81% 2.46% 5.46% 6.20% 10.49% --
MSCI Europe IMI 0.46% -3.55% -1.45% 5.26% 4.21% 6.00% 3.33%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HEDJ Top 10 Countries

HEDJ Top 10 Sectors

HEDJ Top 10 Holdings [View All]

HEDJ Summary Data

WisdomTree
12/31/09
Open-Ended Fund
0.58%
$5.55B
$64.39M
0.02%

HEDJ Portfolio Data

$67.62B
16.29
2.07
2.67%
09/25/18
140

HEDJ Index Data

Dividends
Fundamental
MSCI Europe IMI

HEDJ Portfolio Management

0.58%
-0.41%
-0.13%
-0.88%

HEDJ Tax Exposures

20.00% / 39.60%
2.24%
Qualified dividends
No

HEDJ Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

HEDJ Factset Analytics Block Liquidity

As of 07/19/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of HEDJ. HEDJ is rated a 5 out of 5.

HEDJ Tradability

985,248
$64.39M
752,287
$48.85M
0.02%
$0.01
-0.01%
2.11% / -3.03%
None
31.00%
50,000
15.05
0.03%
0.07%
45,660
$65.36
5

HEDJ Sector/Industry Breakdown


HEDJ
Segment Benchmark
19.94%
12.12%
18.07%
11.69%
15.51%
13.00%
12.52%
8.12%
11.18%
20.73%
9.76%
11.39%
7.58%
5.70%
3.80%
3.36%
1.32%
8.48%

HEDJ TOP 10 HOLDINGS[View All]

6.75%
4.85%
4.58%
4.39%
3.39%
3.38%
3.37%
3.31%
3.09%
2.98%
40.09%

HEDJ Countries


HEDJ
Segment Benchmark
29.94%
15.58%
24.91%
14.64%
15.24%
4.73%
14.72%
5.22%
6.16%
1.81%
4.07%
1.80%
2.35%
4.10%
1.02%
29.80%
0.88%
0.31%
0.30%
0.56%

HEDJ Regions


HEDJ
Segment Benchmark
99.87%
99.22%
0.26%
0.78%

HEDJ Economic Development


HEDJ
Segment Benchmark
100.00%
100.00%

HEDJ Performance Statistics

0.60
0.81
0.85
0.84
0.47%
MSCI Europe IMI

HEDJ MSCI ESG Ratings

7.17 / 10
78.31
95.60
21.22%
5.64%
121.25

HEDJ BENCHMARK COMPARISON HOLDINGS

140
1436
135
24.61%

HEDJ BENCHMARK COMPARISON SUMMARY


HEDJ
Segment Benchmark
140
1436
$67.62B
$64.29B
16.29
17.06
2.07
1.87
2.91%
3.23%
Medium
--

HEDJ BENCHMARK COMPARISON MARKET CAP SIZE


HEDJ
Segment Benchmark
90.71%
75.04%
8.37%
19.15%
0.92%
5.42%
0.00%
0.38%

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.