DXJF

WisdomTree Japan Hedged Financials Fund
C

70
*Unless otherwise stated, data provided by FactSet.

DXJF Fund Description

The WisdomTree Japan Hedged Financials Fund tracks an index of Japanese financial stocks. The index is hedged against yen fluctuations for US investors and is market-cap-weighted.

DXJF Factset Analytics Insight

DXJF is the first and only ETF to target Japan’s financial sector, which has been largely depressed since Japan’s real estate and stock market bubble burst in 1990. The fund casts a wide net over the entire sector, including banks and brokerages poised to rebound if Abenomics is ultimately successful. Despite similar tickers, DXJF separates itself from WisdomTree’s blockbuster Japan ETF, DXJ, by being cap-weighted and holding a slew of financial firms that are ineligible to be held in DXJ. Trading activity in the DXJF has been sparse, with only a couple thousand shares or less changing hands most days. Checking for fund NAV and placing carefully placed limit orders is imperative until trading activity picks up. Costwise, the fund is reasonable, even though it bears added costs associated with the additional step of hedging out its yen exposure.

DXJF 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 August 16, 2018 the WisdomTree Japan Hedged Financials Fund MSCI ESG Fund Quality Score is 5.46 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. DXJF ranks in the 54th percentile within its peer group and in the 48th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

DXJF 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 08/16/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DXJF 0.14% -8.95% -8.81% 2.02% -6.75% -- --
DXJF (NAV) -0.08% -8.90% -8.71% 1.51% -6.61% -- --
WisdomTree Japan Hedged Financials Index -0.57% -9.15% -8.96% 1.14% -5.99% -- --
MSCI Japan Financials Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DXJF Top 10 Countries

DXJF Top 10 Sectors

DXJF Top 10 Holdings [View All]

DXJF Summary Data

WisdomTree
04/08/14
Open-Ended Fund
0.48%
$32.42M
$1.03M
0.24%

DXJF Portfolio Data

$18.43B
10.33
0.64
2.19%
09/25/18
89

DXJF Index Data

Market Cap
Market Cap
MSCI Japan Financials Index

DXJF Portfolio Management

0.48%
-0.89%
-0.21%
-1.58%

DXJF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DXJF Fund Structure

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

DXJF Factset Analytics Block Liquidity

As of 08/17/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DXJF. DXJF is rated a 4 out of 5.

DXJF Tradability

40,395
$1.03M
4,294
$104.10K
0.24%
$0.06
0.12%
2.24% / -4.21%
None
0.00%
50,000
0.09
0.07%
0.12%
--
$23.27
4

DXJF Sector/Industry Breakdown


DXJF
Segment Benchmark
56.75%
63.12%
30.28%
26.71%
12.69%
10.16%
0.28%
--

DXJF TOP 10 HOLDINGS[View All]

10.57%
5.04%
4.72%
4.59%
4.57%
4.24%
4.02%
3.90%
3.65%
3.33%
48.63%

DXJF Countries


DXJF
Segment Benchmark
100.00%
100.00%

DXJF Regions


DXJF
Segment Benchmark
100.00%
100.00%

DXJF Economic Development


DXJF
Segment Benchmark
100.00%
100.00%

DXJF Performance Statistics

0.79
0.92
0.91
1.00
0.49%
MSCI Japan Financials Index

DXJF MSCI ESG Ratings

5.46 / 10
53.68
48.19
--
3.71%
7.54

DXJF BENCHMARK COMPARISON HOLDINGS

89
34
33
63.51%

DXJF BENCHMARK COMPARISON SUMMARY


DXJF
Segment Benchmark
89
34
$18.43B
$35.76B
10.33
9.20
0.64
0.63
2.95%
3.38%
--
--

DXJF BENCHMARK COMPARISON MARKET CAP SIZE


DXJF
Segment Benchmark
47.04%
77.00%
33.40%
22.65%
18.23%
0.36%
1.33%
0.00%