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WisdomTree Europe Hedged Equity FundWisdomTree Europe Hedged Equity FundWisdomTree Europe Hedged Equity Fund

WisdomTree Europe Hedged Equity Fund

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Overview
Chart Analysis Holdings News Ideas Discussions Seasonals

HEDJ chart



Key stats


Assets under management (AUM)
‪1.81 B‬ USD
Fund flows (1Y)
—
Dividend yield (indicated)
2.28%
Discount/Premium to NAV
—
Shares outstanding
‪36.20 M‬
Expense ratio
0.58%

About WisdomTree Europe Hedged Equity Fund


Issuer
WisdomTree, Inc.
Brand
WisdomTree
Home page
wisdomtree.com
Inception date
Dec 31, 2009
Structure
Open-Ended Fund
Index tracked
WisdomTree Europe Hedged Equity Index
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
ISIN
US97717X7012
HEDJ targets dividend-paying firms and uses forward contracts to remove euro currency exposure for US investors. The fund comes with another twistit 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.

Broaden your horizons with more funds linked to HEDJ via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Fundamental
Geography
Developed Europe
Weighting scheme
Dividends
Selection criteria
Fundamental

HEDJ analysis


What's in the fund
Exposure type
Stocks
Finance
Producer Manufacturing
Consumer Non-Durables
Stock breakdown by region
100%
Top 10 holdings

HEDJ news



Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
HEDJ assets under management is ‪1.81 B‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
HEDJ invests in stocks. See more details in our Analysis section.
HEDJ expense ratio is 0.58%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, HEDJ isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, HEDJ pays dividends to its holders with the dividend yield of 2.28%.
HEDJ shares are issued by WisdomTree, Inc.
HEDJ follows the WisdomTree Europe Hedged Equity Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 31, 2009.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.