HEDJ

WisdomTree Europe Hedged Equity Fund
*Unless otherwise stated, data provided by FactSet.

HEDJ Fund Description

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

HEDJ Factset Analytics Insight

HEDJ targets dividend-paying firms and uses forward contracts to remove euro currency exposure for US investors. The fund comes with another twist—it screens in favor of firms that get at least half 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 this 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. As a subset of WisdomTree International Equity Index, the underlying index excludes companies with potential higher risk by applying a composite risk factor screen based on financial quality metrics and momentum factor. Additionally, the index is dividend-weighted, capping individual weights at 5% and sector and country weights at 20%. The index is rebalanced and reconstituted annually.

HEDJ MSCI ESG Analytics Insight

WisdomTree Europe Hedged Equity Fund has an MSCI ESG Fund Rating of A based on a score of 6.79 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. WisdomTree Europe Hedged Equity Fund ranks in the 75th percentile within its peer group and in the 11st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 05/06/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HEDJ 0.66% 9.37% 13.14% 40.79% 7.00% 10.55% 8.24%
HEDJ (NAV) 1.99% 9.65% 12.91% 40.73% 7.06% 10.54% 8.23%
MSCI Europe IMI 3.62% 9.05% 10.36% 51.89% 7.21% 9.90% 5.62%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HEDJ Summary Data

WisdomTree
12/31/09
Open-Ended Fund
0.58%
$1.97B
$10.40M
0.03%

HEDJ Portfolio Data

$94.64B
30.91
2.94
2.31%
N/A
103

HEDJ Index Data

Dividends
Fundamental
MSCI Europe IMI

HEDJ Portfolio Management

0.58%
--
--
--

HEDJ Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

HEDJ Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

HEDJ Factset Analytics Block Liquidity

As of 05/07/21
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

144,772
$10.40M
107,993
$7.94M
0.03%
$0.02
0.03%
2.01% / -1.70%
None
29.00%
50,000
2.16
0.00%
0.03%
1,832
$75.05
5

HEDJ Sector/Industry Breakdown


HEDJ
Segment Benchmark
24.43%
8.35%
18.98%
14.55%
17.21%
11.25%
12.62%
13.42%
11.95%
8.43%
9.58%
12.49%
3.31%
2.65%
1.20%
5.33%
0.71%
18.63%

HEDJ Top 10 Holdings[View All]

6.75%
6.23%
5.78%
3.98%
3.80%
3.66%
3.47%
3.28%
3.23%
3.22%
43.40%

HEDJ Countries


HEDJ
Segment Benchmark
27.32%
14.31%
24.60%
15.82%
15.96%
6.65%
8.73%
24.76%
6.65%
0.39%
6.50%
1.78%
4.39%
3.82%
3.28%
1.61%
1.52%
4.02%
0.84%
0.41%

HEDJ Regions


HEDJ
Segment Benchmark
93.35%
99.61%
6.65%
0.39%

HEDJ Economic Development


HEDJ
Segment Benchmark
100.00%
100.00%

HEDJ Performance Statistics

0.82
0.88
1.00
0.88
0.49%
MSCI Europe IMI

HEDJ MSCI ESG Ratings

6.79 / 10
10.54
74.84
11.81%
5.25%
235.86

HEDJ Benchmark Comparison Holdings

103
1380
100
21.36%

HEDJ Benchmark Comparison Summary


HEDJ
Segment Benchmark
103
1380
$94.64B
$74.33B
30.91
54.79
2.94
2.03
2.43%
2.23%
Medium
Low

HEDJ Benchmark Comparison Market Cap Size


HEDJ
Segment Benchmark
88.28%
77.73%
9.52%
17.42%
2.20%
4.68%
0.00%
0.17%

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