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 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

WisdomTree Europe Hedged Equity Fund has an MSCI ESG Fund Rating of A based on a score of 6.69 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 81st percentile within its peer group and in the 13th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

HEDJ Charts And Performance

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PERFORMANCE [as of 12/04/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HEDJ 0.22% 5.67% 23.70% 15.38% 11.37% 7.50% --
HEDJ (NAV) -0.20% 5.58% 24.35% 17.60% 11.64% 8.04% --
MSCI Europe IMI -0.35% 6.36% 18.94% 12.82% 10.30% 3.89% 4.99%
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%
$3.41B
$22.49M
0.01%

HEDJ Portfolio Data

$66.91B
17.08
1.71
1.66%
12/23/19
128

HEDJ Index Data

Dividends
Fundamental
MSCI Europe IMI

HEDJ Portfolio Management

0.58%
-0.29%
-0.10%
-0.49%

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 12/05/19
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

332,664
$22.49M
263,241
$18.01M
0.01%
$0.01
-0.02%
1.16% / -2.26%
None
31.00%
50,000
5.26
0.03%
0.07%
3,341
$69.18
5

HEDJ Sector/Industry Breakdown


HEDJ
Segment Benchmark
20.81%
12.13%
18.37%
12.84%
15.49%
13.85%
12.03%
7.22%
11.94%
12.85%
11.31%
19.96%
8.43%
6.60%
1.64%
7.36%

HEDJ Top 10 Holdings[View All]

5.59%
4.85%
4.55%
4.50%
3.87%
3.59%
3.59%
3.39%
3.28%
2.86%
40.07%

HEDJ Countries


HEDJ
Segment Benchmark
28.31%
16.25%
26.27%
13.53%
15.97%
5.87%
11.88%
4.50%
6.75%
1.76%
4.36%
1.62%
3.49%
4.01%
1.17%
27.13%
0.90%
0.30%
0.59%
0.53%

HEDJ Regions


HEDJ
Segment Benchmark
100.00%
99.21%
--
0.79%

HEDJ Economic Development


HEDJ
Segment Benchmark
100.00%
100.00%

HEDJ Performance Statistics

0.85
1.01
0.91
1.14
0.35%
MSCI Europe IMI

HEDJ MSCI ESG Ratings

6.69 / 10
12.94
80.67
11.45%
2.11%
118.90

HEDJ Benchmark Comparison Holdings

128
1416
127
24.30%

HEDJ Benchmark Comparison Summary


HEDJ
Segment Benchmark
128
1416
$66.91B
$69.69B
17.08
19.02
1.71
1.83
3.17%
3.41%
Medium
Low

HEDJ Benchmark Comparison Market Cap Size


HEDJ
Segment Benchmark
85.26%
75.70%
13.12%
18.77%
1.62%
4.97%
0.00%
0.57%

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