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Upturn AI SWOT - About
WisdomTree Japan Hedged Equity Fund (DXJ)
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Upturn Advisory Summary
09/11/2025: DXJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.97% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.32 | 52 Weeks Range 85.30 - 117.80 | Updated Date 06/29/2025 |
52 Weeks Range 85.30 - 117.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Japan Hedged Equity Fund
ETF Overview
Overview
The WisdomTree Japan Hedged Equity Fund (DXJ) is designed to provide exposure to Japanese equity markets while hedging against fluctuations between the U.S. dollar and the Japanese yen. It focuses on dividend-paying companies and aims to mitigate currency risk.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative and currency-hedged strategies.
Management Expertise
WisdomTree has a dedicated team with experience in ETF management and currency hedging strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan Hedged Equity Index.
Investment Approach and Strategy
Strategy: The fund employs a currency hedging strategy designed to neutralize the impact of yen fluctuations on returns. It focuses on dividend-paying companies within the Japanese equity market.
Composition The ETF primarily holds Japanese stocks, with a significant allocation to large-cap and mid-cap companies. Currency hedging instruments are also integral to its composition.
Market Position
Market Share: DXJ holds a significant market share within the Japan currency-hedged ETF category.
Total Net Assets (AUM): 2350000000
Competitors
Key Competitors
- iShares Currency Hedged MSCI Japan ETF (HEWJ)
- Amplify International Enhanced Dividend Income ETF (IDVO)
- First Trust Japan AlphaDEX Fund (FJP)
Competitive Landscape
The landscape is competitive, with several hedged Japan equity ETFs available. DXJ benefits from its first-mover advantage and brand recognition. Competitors offer different index methodologies and slightly varying hedging strategies. Advantages include a larger AUM and liquidity whereas potential disadvantages are expense ratios compared to unhedged alternatives.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires access to historical performance data and should be compared against the WisdomTree Japan Hedged Equity Index.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
DXJ demonstrates strong liquidity due to its high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for DXJ is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in Japan, currency fluctuations, and global market sentiment influence DXJ's performance. Changes in interest rate policies by the Bank of Japan and U.S. Federal Reserve also impact performance.
Growth Trajectory
Growth depends on Japanese economic growth and the effectiveness of the currency hedging strategy. Changes in fund holdings would reflect underlying market trends.
Moat and Competitive Advantages
Competitive Edge
DXJ's competitive advantage stems from its currency hedging strategy, which provides investors with exposure to Japanese equities while mitigating currency risk. The ETF has a large AUM, contributing to higher liquidity. It also benefits from WisdomTree's brand recognition and experience in currency-hedged strategies. The focus on dividend-paying companies may also appeal to income-seeking investors. This allows for lower volatility and stable returns.
Risk Analysis
Volatility
DXJ's volatility is influenced by the volatility of the Japanese equity market and the effectiveness of the currency hedge.
Market Risk
Market risk includes exposure to Japanese equities, which are subject to economic and political risks. The effectiveness of the currency hedge is also a key risk factor.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to Japanese equities with reduced currency risk and desires dividend income. Investors who want to diversify their portfolios with international exposure while managing currency risk may also find it suitable.
Market Risk
DXJ is suitable for long-term investors and those seeking a blend of growth and income, with a preference for currency-hedged exposure.
Summary
The WisdomTree Japan Hedged Equity Fund (DXJ) offers exposure to dividend-paying Japanese equities while mitigating currency risk. It's managed by a reputable issuer with expertise in currency-hedged strategies. DXJ's success hinges on the effectiveness of its currency hedging and the performance of Japanese equities. The ETF is ideal for long-term investors seeking international diversification with reduced currency exposure. Its large AUM and high liquidity contribute to a stable and efficient investment vehicle.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Japan Hedged Equity Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index consists of dividend-paying companies incorporated in Japan and traded on the Tokyo Stock Exchange that derive less than 80% of their revenue from sources in Japan. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.