WisdomTree Europe Hedged Equity Fund (HEDJ)
Description
The investment seeks to track the performance of the WisdomTree Europe Hedged Equity Index. The HEDJ ETF contains 104 constituents. It is focused on blend holdings in the Europe region.
Price $65.28 as of 2022-10-20Cost/Risk/Yield
| Dividend yield | 3.4% |
| Expense ratio | 0.58% |
| Average spread | 0.061% |
| 1Y roundtrip cost | 0.641% |
Historic prices
Total Returns (including dividends)
Monthly returns heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -2.7% | -6.3% | 0.9% | -1.3% | 2.1% | -9.6% | 7.9% | -6.4% | -5.8% | 5.0% | -16.3% | ||
| 2021 | -0.1% | 1.0% | 8.9% | 1.6% | 2.7% | 1.8% | 2.3% | 2.0% | -4.3% | 3.9% | -3.2% | 5.5% | 22.0% |
| 2020 | -3.8% | -8.2% | -17.6% | 9.0% | 5.0% | 4.6% | -1.1% | 3.0% | 0.9% | -5.3% | 12.8% | 1.1% | 0.4% |
| 2019 | 6.8% | 4.0% | 1.9% | 5.8% | -6.3% | 6.1% | 0.1% | -1.7% | 3.5% | 1.1% | 2.5% | 1.4% | 25.3% |
| 2018 | 3.5% | -4.2% | -0.5% | 3.6% | 0.4% | -1.0% | 3.9% | -2.7% | -0.9% | -5.6% | 0.3% | -5.7% | -9.1% |
| 2017 | 0.1% | 3.8% | 5.5% | 3.2% | 0.7% | -2.8% | -0.5% | -0.5% | 4.8% | 2.6% | -2.7% | -1.1% | 13.2% |
| 2016 | -3.4% | -3.9% | 3.9% | 0.8% | 2.3% | -3.7% | 4.8% | 1.5% | 0.3% | 1.1% | -1.0% | 7.1% | 9.9% |
| 2015 | 8.4% | 6.7% | 2.9% | -2.8% | 1.3% | -3.9% | 4.1% | -10.1% | -5.1% | 11.2% | 3.6% | -8.1% | 8.1% |
| 2014 | -4.1% | 3.7% | 1.3% | 1.7% | 3.3% | -0.6% | -3.4% | 2.3% | 0.3% | -2.1% | 5.3% | -2.7% | 5.1% |
| 2013 | 1.4% | 1.9% | 1.8% | 0.9% | 2.1% | -5.5% | 6.1% | -1.8% | 6.5% | 3.0% | 1.3% | 1.6% | 19.3% |
| 2012 | 3.5% | 5.4% | 0.0% | -3.1% | -6.7% | 5.7% | 0.4% | 1.1% | 0.8% | 2.3% | 4.6% | 3.8% | 18.0% |
| 2011 | 2.3% | 1.5% | -1.5% | 2.2% | -2.0% | -1.1% | -4.0% | -7.4% | -2.2% | 2.7% | 0.4% | -0.2% | -9.2% |
| 11.9% | 5.5% | 7.4% | 21.8% | 5.0% | -10.1% | 20.6% | -20.7% | -1.2% | 19.9% | 23.8% | 2.6% |
Historical Dividends
Monthly dividend heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.09 | 1.52 | 0.17 | 1.77 | |||||||||
| 2021 | 0.08 | 1.00 | 0.14 | 0.45 | 1.67 | ||||||||
| 2020 | 0.10 | 0.63 | 0.66 | 0.37 | 1.76 | ||||||||
| 2019 | 1.06 | 0.09 | 0.13 | 1.28 | |||||||||
| 2018 | 0.08 | 1.46 | 1.54 | ||||||||||
| 2017 | 0.09 | 1.15 | 0.02 | 0.19 | 1.45 | ||||||||
| 2016 | 1.06 | 0.16 | 0.22 | 1.44 | |||||||||
| 2015 | 0.06 | 0.97 | 0.04 | 4.00 | 5.08 | ||||||||
| 2014 | 0.10 | 0.68 | 0.08 | 2.38 | 3.24 | ||||||||
| 2013 | 0.01 | 0.73 | 0.18 | 0.12 | 1.04 | ||||||||
| 2012 | 0.17 | 0.72 | 0.19 | 1.08 | |||||||||
| 2011 | 1.06 | 0.08 | 0.26 | 1.40 | |||||||||
| 0.00 | 0.00 | 0.78 | 0.00 | 0.00 | 12.05 | 0.00 | 0.00 | 1.80 | 0.00 | 0.00 | 8.12 |
Sectors and Top Holdings
| Security | % Assets |
|---|---|
| Linde plc | 7.17% |
| ASML Holding NV | 7.00% |
| Unilever PLC | 5.56% |
| L\'Oreal SA | 4.01% |
| LVMH Moet Hennessy Louis Vuitton SE | 3.99% |
| Koninklijke Ahold Delhaize N.V. | 3.79% |
| Siemens AG | 3.30% |
| SAP SE | 3.15% |
| Sanofi | 3.13% |
| BASF SE | 3.12% |
| Schneider Electric SE | 3.10% |
| Deutsche Telekom AG | 2.86% |
| Kone Oyj Class B | 2.73% |
| Bayer AG | 2.61% |
| CRH Plc | 2.58% |
| Top 15 Weights | 58.10% |
Compare with similar ETFs
| HEDJ | KOKU | PMAR | SIXA | TDVG | UMAR | |
|---|---|---|---|---|---|---|
| Product name | WisdomTree Europe Hedged Equity Fund | Xtrackers MSCI Kokusai Equity ETF | Innovator S&P 500 Power Buffer ETF March Series | 6 Meridian Mega Cap Equity ETF | T. Rowe Price Dividend Growth ETF | Innovator S&P 500 Ultra Buffer ETF March Series |
| Issuer | WisdomTree | Xtrackers | Innovator | Meridian | T. Rowe Price | Innovator |
| Price | $65.28 | $65.6427 | $29.501 | $30.952 | $28.9 | $27.908 |
| Expense Ratio | 0.58% |  0.09% |  0.79% | 0.86% | 0.5% | 0.79% |
| Average Spread | 0.061% | 0.396% | 0.237% | 0.162% | 0.104% | 0.358% |
| AUM | $1,745,040,000 | $509,156,000 | $111,170,000 | $159,032,000 | $92,411,800 | $31,375,300 |
| Shares | 26,731,689 | 7,756,477 | 3,768,347 | 5,138,028 | 3,197,640 | 1,124,240 |
| Average Daily Volume | 56,744 | 340 | 33,717 | 5,380 | 54,133 | 35,453 |
| Home page | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site |
| Inception Date | 2009-12-31 | 2020-04-08 | 2020-03-02 | 2020-05-11 | 2020-08-04 | 2020-03-02 |
| Index Tracked | WisdomTree Europe Hedged Equity Index | MSCI Kokusai Index | No Underlying Index | No Underlying Index | No Underlying Index | No Underlying Index |
| Category | Europe Equities | Large Cap Growth Equities | Volatility Hedged Equity | Large Cap Blend Equities | Large Cap Growth Equities | Large Cap Blend Equities |
| Asset Class | Equity | Equity | Equity | Equity | Equity | Equity |
| Asset Class Size | Large Caps | Large Caps | Large Caps | Large Caps | ||
| Value or Growth | Blend | Blend | Blend | Blend | Blend | Blend |
| Region | Europe | North America | North America | North America | North America | North America |
| Countries | Broad | Broad | U.S. | U.S. | U.S. | U.S. |
| Annual Dividend Rate | $2.222 | $1.633 | $0 | $0.712 | $0.247 | $0 |
| Annual Dividend Yield | 0.034% | 0.025% | 0.000% | 0.023% | 0.009% | 0.000% |
| Number of Holdings | 104 | 1248 | 0 | 48 | 102 | 0 |
| YTD Return | -16.35% | -23.46% | -6.51% | -13.46% | -17.83% | -6.33% |
| Beta | 0.99 | 0.95 | 0.51 | 0.76 | 0.78 | 0.33 |
| Upside Beta | -0.04 | 0.50 | 0.42 | 0.45 | 0.45 | 0.27 |
| Downside Beta | -0.24 | -0.18 | 0.16 | -0.03 | -0.11 | 0.06 |
| Volatility 1Y | 21.16% | 22.00% | 10.97% | 16.86% | 18.74% | 7.73% |
| Sharpe Ratio 3Y | -0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Treynor Ratio 3Y | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |