HEDJ - ETF AI Analysis
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WisdomTree Europe Hedged Equity Fund (HEDJ)
Rating:62Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown positive returns so far this year and over the past month, indicating recent strength in its strategy.
Exposure to Leading European Companies
Top holdings include well-known European firms in technology, luxury goods, telecom, and industrials, giving investors access to major regional leaders.
Geographic Diversification Within Europe
The fund spreads its assets across several key European markets such as Germany, France, Spain, the Netherlands, and Italy, reducing reliance on any single country.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentration in a Few Countries
A large share of assets is concentrated in just a handful of European countries, which can increase the impact of local economic or political issues.
Mixed Performance Among Top Holdings
Several major positions, including some large banks, luxury, and consumer names, have shown weak or negative performance this year, which can drag on overall fund results.
HEDJ vs. SPDR S&P 500 ETF (SPY)
AUM1.81B
RegionEurope
Expense Ratio0.58%
Beta0.72
IssuerWisdomTree
Inception DateDec 31, 2009
Dividend Yield2%
Asset ClassEquity
Index TrackedWisdomTree Europe Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume87,183
30 Day Avg. Volume68,504
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
64.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering128
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 while trying to reduce the impact of currency moves between the euro and the U.S. dollar. The fund holds well-known names like ASML and LVMH, along with major European banks and industrial firms. Someone might invest in HEDJ to get broad, long-term growth potential from European stocks while limiting currency swings. A key risk is that European stock prices can still go up and down significantly with the market.
How much will it cost me?The expense ratio for the WisdomTree Europe Hedged Equity Fund (HEDJ) is 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed and includes a currency hedging strategy, which adds to its costs.
What would affect this ETF?The WisdomTree Europe Hedged Equity Fund (HEDJ) could benefit from economic growth in Europe, particularly in sectors like financials and industrials, which make up a significant portion of its holdings. However, challenges such as rising interest rates or economic slowdowns in developed European markets could negatively impact its performance. Additionally, while the fund’s currency hedging strategy protects against euro volatility, unexpected currency policy changes or geopolitical tensions might still pose risks.
HEDJ Top 10 Holdings
HEDJ is leaning heavily on a few European powerhouses, with ASML acting as the main engine as its rising share price helps pull the fund higher and underscores a subtle tilt toward semiconductors and industrial tech. Spanish banks BBVA and Santander are also climbing, giving the ETF a financial backbone that’s been more helpful than hurtful lately. On the flip side, luxury giant LVMH and consumer name L’Oreal have been losing steam, while BMW’s mixed ride adds some bumpiness. Overall, it’s a developed Europe story with concentrated bets in big, globally exposed champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 5.98% | $105.36M | €509.19B | 105.88% | 76 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 5.74% | $101.10M | €109.41B | 39.55% | 76 Outperform | |
| Banco Santander | 4.63% | $81.54M | €155.86B | 51.68% | 73 Outperform | |
| Siemens | 4.27% | $75.25M | €201.31B | 21.62% | 74 Outperform | |
| Deutsche Telekom | 4.00% | $70.44M | €139.46B | -15.10% | 67 Neutral | |
| LVMH Moet Hennessy Louis Vuitton | 4.00% | $70.44M | €234.63B | -2.29% | 78 Outperform | |
| Sanofi | 3.71% | $65.31M | €92.31B | -13.46% | 75 Outperform | |
| L'Oreal | 3.09% | $54.34M | €191.78B | -5.12% | 71 Outperform | |
| ― | 2.67% | $47.02M | ― | ― | ― | |
| BASF SE | 2.41% | $42.38M | €45.61B | 19.78% | 61 Neutral |
HEDJ Technical Analysis
Positive
―
Price Trends
53.90
Positive
54.25
Positive
52.65
Positive
Market Momentum
0.46
Negative
58.01
Neutral
88.17
Negative
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 undefined is equal to the 20-day moving average (MA) of 54.98, equal to the 50-day MA of 53.90, and equal to the 200-day MA of 52.65, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 58.01 is Neutral, neither overbought nor oversold. The STOCH value of 88.17 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
Performance Comparison
HEDJ
WisdomTree Europe Hedged Equity Fund
56.08
6.81
13.82%
EZU
iShares MSCI Eurozone ETF
―
―
―
BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
―
―
―
IEV
iShares Europe ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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