HEDJ
WisdomTree Europe Hedged Equity FundHEDJ 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 AA based on a score of 7.37 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 15th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HEDJ Summary Data
HEDJ Portfolio Data
HEDJ Index Data
HEDJ Portfolio Management
HEDJ Tax Exposures
HEDJ Fund Structure
HEDJ Factset Analytics Block Liquidity
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
HEDJ Sector/Industry Breakdown
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HEDJ Top 10 Holdings[View All]
HEDJ Countries
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HEDJ Regions
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HEDJ Economic Development
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HEDJ Performance Statistics
HEDJ MSCI ESG Ratings
HEDJ Benchmark Comparison Summary
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HEDJ Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.