HEDJ WisdomTree Europe Hedged Equity Fund
What is HEDJ?
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 Summary Data
Peers
Fund Flows
HEDJ Portfolio Data
HEDJ Index Data
HEDJ Portfolio Management
HEDJ Tax Exposures
HEDJ Fund Structure
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
Benchmark
HEDJ Top 10 Holdings
HEDJ Performance Statistics
HEDJ Countries
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HEDJ Regions
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HEDJ Economic Development
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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.