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Upturn AI SWOT - About
WisdomTree Europe Hedged Equity Fund (HEDJ)
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Upturn Advisory Summary
07/28/2025: HEDJ (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 6.98% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 39.86 - 49.91 | Updated Date 06/29/2025 |
52 Weeks Range 39.86 - 49.91 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Europe Hedged Equity Fund
ETF Overview
Overview
The WisdomTree Europe Hedged Equity Fund (HEDJ) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree Europe Hedged Equity Index. It aims to eliminate currency fluctuations' impact on returns from European equities.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and currency-hedged products.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing international and currency-hedged strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the WisdomTree Europe Hedged Equity Index.
Investment Approach and Strategy
Strategy: The fund uses a full replication strategy, holding all or substantially all of the component securities of its underlying index and hedges exposure to the Euro currency.
Composition The ETF primarily holds stocks of European companies, focusing on dividend-paying companies with exposure to developed European markets.
Market Position
Market Share: HEDJ's market share varies based on the specific segment used for comparison within European equity ETFs. It is not the largest but remains a significant player.
Total Net Assets (AUM): 2221000000
Competitors
Key Competitors
- iShares Currency Hedged MSCI EAFE ETF (HEFA)
- Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
- Franklin FTSE Europe Hedged ETF (FLER)
Competitive Landscape
The European equity hedged ETF market is competitive, with several providers offering similar strategies. HEDJ benefits from WisdomTree's brand recognition and focus on dividend-weighted indexes. Disadvantages include a higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Refer to the latest fund fact sheet for up-to-date performance figures.
Benchmark Comparison: The ETF's performance should be compared against the WisdomTree Europe Hedged Equity Index to evaluate tracking efficiency.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity, suitable for many investors.
Bid-Ask Spread
The bid-ask spread is usually tight, but can vary depending on market conditions, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
European economic conditions, interest rates, and currency movements significantly impact HEDJ's performance.
Growth Trajectory
Growth is tied to the performance of European equities and the effectiveness of the currency hedging strategy. No significant changes to strategy or holdings are publicly available.
Moat and Competitive Advantages
Competitive Edge
HEDJ's currency hedging strategy provides a distinct advantage, insulating investors from Euro fluctuations. WisdomTree's focus on dividend-weighted indexes contributes to potentially higher income. The fund's established track record and brand recognition also contribute to its competitiveness. It enables US based investors to invest in Europe without being exposed to currency risk. It focuses on dividend paying companies which provides higher returns.
Risk Analysis
Volatility
HEDJ exhibits volatility similar to that of European equity markets, offset by reduced currency risk.
Market Risk
The fund is subject to market risk associated with European equities, including economic downturns and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to European equities while mitigating currency risk are ideal for HEDJ.
Market Risk
HEDJ is suited for long-term investors seeking diversification and income from European markets.
Summary
The WisdomTree Europe Hedged Equity Fund (HEDJ) offers exposure to European equities while mitigating currency risk. It targets dividend-paying companies in developed European markets. HEDJ uses a full replication strategy, holding the component securities of its underlying index. Investors seeking diversification and income while limiting currency exposure would find this ETF useful. The fund is an established and actively traded option but has competition from other currency hedged ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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 Europe Hedged Equity Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 95% of its total assets 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 those dividend-paying companies within the WisdomTree International Equity Index, which defines the dividend-paying universe of companies in the industrialized world, excluding Canada and the United States. 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.