WisdomTree Europe Hedged Equity Fund
HEDJ - ETF AI Analysis
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WisdomTree Europe Hedged Equity Fund (HEDJ)
HEDJ, the WisdomTree Europe Hedged Equity Fund, earns a solid overall rating largely because it holds several financially strong European leaders like LVMH, ASML, and Sanofi, which bring robust revenue growth, profitability, and supportive valuations to the portfolio. Some holdings such as Deutsche Telekom and SAP show bearish or mixed technical signals and potential valuation concerns, which temper the fund’s appeal. The main risk factor is its concentration in European equities, meaning performance is closely tied to economic and market conditions in Europe.
HEDJ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.79B
- Region
- Europe
- Expense Ratio
- 0.58%
- Beta
- 0.68
- Issuer
- WisdomTree
- Inception Date
- Dec 31, 2009
- Dividend Yield
- 1.77%
- Asset Class
- Equity
- Index Tracked
- WisdomTree Europe Hedged Equity Index
HEDJ Summary
HEDJ is the WisdomTree Europe Hedged Equity Fund, an ETF that follows the WisdomTree Europe Hedged Equity Index. It invests in a wide range of European companies across many sectors, while trying to reduce the impact of euro–U.S. dollar currency swings. Well-known holdings include luxury giant LVMH and chip-equipment maker ASML. Someone might invest in HEDJ to get broad, stock-based exposure to Europe for potential long-term growth, without taking on as much currency risk. A key risk is that European stocks can still rise or fall significantly with the overall stock market.
How much will it cost me?
HEDJ has an expense ratio of 0.58%, which means you’ll pay about $5.80 per year for every $1,000 invested. This cost is higher than the average ETF because HEDJ is more complex, using active currency hedging on European stocks rather than a simple passive index approach.
What would affect this ETF?
HEDJ could benefit if Europe’s economy strengthens, consumer brands like LVMH and L’Oreal keep growing, and financial and industrial companies such as Banco Santander and Siemens gain from stable or lower interest rates and business investment, while its currency hedge helps when the euro is volatile. On the downside, slower growth or recession in developed Europe, tighter regulations or stress in European banks, and rising rates that hurt financials and general market sentiment could weigh on the fund’s broad European stock exposure.
HEDJ Top 10 Holdings
HEDJ is leaning heavily on Europe’s corporate royalty and big banks, with luxury giant LVMH and chip equipment leader ASML acting as the main performance swing factors. ASML has been a rising star lately, helping offset weakness from LVMH, which has been losing steam as luxury demand cools. Spanish lenders BBVA and Santander are more mixed, offering some support year-to-date but recently lagging. Meanwhile, defensive names like Sanofi and Deutsche Telekom have been steady but uninspiring. Overall, it’s a developed Europe story, concentrated in consumer brands, financials, and industrial leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FR:MC | LVMH Moet Hennessy Louis Vuitton | 4.94% | $88.34M | EUR 197.44B | -36.31% | 78Outperform |
 FR:SAN | Sanofi | 4.85% | $86.68M | EUR 103.10B | -2.74% | 75Outperform |
 ES:BBVA | Banco Bilbao Vizcaya Argentaria | 4.57% | $81.63M | EUR 129.88B | 27.31% | 76Outperform |
 DE:DTE | Deutsche Telekom | 4.36% | $78.01M | EUR 123.97B | -3.25% | 67Neutral |
 ES:SAN | Banco Santander | 4.05% | $72.48M | EUR 163.67B | 21.32% | 73Outperform |
 FR:OR | L'Oreal | 3.56% | $63.64M | EUR 236.11B | 25.22% | 71Outperform |
 DE:SIE | Siemens | 3.73% | $66.69M | EUR 206.99B | 11.96% | 74Outperform |
 NL:ASML | ASML Holding NV | 3.64% | $65.08M | EUR 519.88B | 58.28% | 76Outperform |
 DE:SAP | SAP SE | 3.07% | $54.83M | EUR 245.13B | -2.81% | 66Neutral |
HEDJ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEDJ, the sentiment is Positive. The current price of 58.20 is above the 20-day moving average (MA) of 56.10, above the 50-day MA of 56.00, and above the 200-day MA of 55.13, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 67.10 is Neutral, neither overbought nor oversold. The STOCH value of 96.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEDJ.
HEDJ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HEDJ | $58.20 | $59.00(1.37% Upside) | $1.79B | 0.58% | 60Neutral |
 IEUR | $76.00 | $88.02(15.81% Upside) | $9.81B | 0.09% | 63Neutral |
 EZU | $67.83 | $80.19(18.21% Upside) | $9.38B | 0.50% | 63Neutral |
 BBEU | $77.96 | $90.19(15.69% Upside) | $9.24B | 0.09% | 64Neutral |
 FEZ | $67.50 | $80.43(19.16% Upside) | $4.23B | 0.29% | 67Neutral |
 IEV | $73.46 | $85.30(16.12% Upside) | $1.60B | 0.60% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HEDJ | WisdomTree Europe Hedged Equity Fund | 58.20 | 6.86 | 13.36% | |
| IEUR | iShares Core MSCI Europe ETF | 76.00 | 8.51 | 12.60% | |
| EZU | iShares MSCI Eurozone ETF | 67.83 | 6.20 | 10.05% | |
| BBEU | JPMorgan BetaBuilders Europe ETF | 77.96 | 8.58 | 12.37% | |
| FEZ | SPDR EURO STOXX 50 ETF | 67.50 | 5.49 | 8.85% | |
| IEV | iShares Europe ETF | 73.46 | 7.92 | 12.09% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.