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Upturn AI SWOT - About
WisdomTree Japan Hedged Equity Fund (DXJ)
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Upturn Advisory Summary
08/14/2025: 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 7.64% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan Hedged Equity Index. The fund invests in Japanese companies while hedging against fluctuations in the value of the Yen relative to the U.S. dollar. This strategy aims to neutralize the impact of currency movements on investment returns.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its innovative, rules-based ETFs, particularly in the area of currency hedging.
Management Expertise
WisdomTree has a dedicated investment management team with experience in developing and managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To track the performance of Japanese equity markets while mitigating the impact of yen/dollar exchange rate fluctuations.
Investment Approach and Strategy
Strategy: DXJ tracks the WisdomTree Japan Hedged Equity Index, which consists of dividend-paying companies in Japan while hedging the currency exposure.
Composition The fund primarily holds common stocks of Japanese companies. The currency hedge is achieved through forward currency contracts.
Market Position
Market Share: DXJ holds a significant market share within the Japan hedged equity ETF segment.
Total Net Assets (AUM): 2050000000
Competitors
Key Competitors
- iShares Currency Hedged MSCI Japan ETF (HEWJ)
- Xtrackers MSCI Japan Hedged Equity ETF (DBJP)
- Amplify AI Powered International Equity ETF (AIEQ)
Competitive Landscape
The Japan hedged equity ETF market is competitive, with DXJ being a major player. DXJ benefits from being an early mover and having a well-defined currency hedging strategy. Competitors offer similar exposure with slight variations in index methodology or expense ratios.
Financial Performance
Historical Performance: Historical performance data requires real-time data and changes frequently, so it cannot be provided directly here.
Benchmark Comparison: Performance should be compared to the WisdomTree Japan Hedged Equity Index to evaluate tracking effectiveness.
Expense Ratio: 0.0048
Liquidity
Average Trading Volume
DXJ generally exhibits good liquidity, with a high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for DXJ is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators in Japan, monetary policy decisions by the Bank of Japan and the U.S. Federal Reserve, and global market sentiment influence DXJ's performance.
Growth Trajectory
DXJ's growth is influenced by the performance of the Japanese equity market and the effectiveness of its currency hedging strategy.
Moat and Competitive Advantages
Competitive Edge
DXJ benefits from WisdomTree's expertise in currency hedging and rules-based investing. Its first-mover advantage and strong brand recognition contribute to its competitive edge. The fund offers a straightforward approach to accessing Japanese equities while mitigating currency risk. This can be attractive to investors seeking to reduce volatility in their international portfolios. Furthermore, DXJ's liquidity and relatively low expense ratio make it a cost-effective option.
Risk Analysis
Volatility
DXJ's volatility is influenced by the volatility of the Japanese equity market and the effectiveness of its currency hedging. Although the hedge reduces currency risk, it does not eliminate it entirely.
Market Risk
The fund is subject to market risk associated with investments in Japanese equities. Additionally, the effectiveness of the currency hedge depends on the accuracy of forecasting currency movements.
Investor Profile
Ideal Investor Profile
DXJ is suited for investors seeking exposure to Japanese equities while mitigating the impact of yen/dollar exchange rate fluctuations. It's ideal for those who believe in the potential of Japanese stocks but are concerned about currency risk.
Market Risk
DXJ is suitable for long-term investors seeking diversification and currency risk management in their international equity allocation.
Summary
The WisdomTree Japan Hedged Equity Fund (DXJ) offers a way to invest in Japanese equities while hedging against currency fluctuations. DXJ is a good option for investors who are bullish on the Japanese market but want to mitigate currency risk. The fund benefits from WisdomTree's expertise in currency hedging and its relatively high liquidity. However, investors should consider the potential for underperformance if the yen strengthens against the U.S. dollar and the market risk associated with investments in Japanese equities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- ETF.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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.
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