HEDJ - ETF AI Analysis
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WisdomTree Europe Hedged Equity Fund (HEDJ)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Lead Holding
The largest position, ASML Holding, has shown very strong gains this year, providing a solid boost to the ETF’s overall performance.
Broad European Country Mix
Holdings spread across major European markets like Germany, France, Spain, the Netherlands, and Italy help reduce the impact of problems in any single country.
Healthy Year-To-Date Performance
The fund has delivered positive returns so far this year, indicating that its overall mix of stocks has been working well for investors.
Negative Factors
High Country Concentration
A large share of assets is concentrated in just a few European countries, which can increase risk if one of those economies faces a downturn.
Mixed Performance Among Top Holdings
Several major positions, including LVMH, Deutsche Telekom, and Sanofi, have shown weak or negative results this year, which can drag on the fund’s returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the investment’s gains are used to cover fees instead of staying with investors.
HEDJ vs. SPDR S&P 500 ETF (SPY)
AUM1.80B
RegionEurope
Expense Ratio0.58%
Beta0.72
IssuerWisdomTree
Inception DateDec 31, 2009
Dividend Yield1.8%
Asset ClassEquity
Index TrackedWisdomTree Europe Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,689
30 Day Avg. Volume99,121
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
65.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering125
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 across many sectors, while trying to reduce the impact of currency swings between the euro and the U.S. dollar. Well-known holdings include ASML Holding and luxury giant LVMH. Investors might consider HEDJ for international diversification and potential long-term growth in European markets without taking on extra currency risk. However, the fund’s value can still go up and down with European stock markets, so it is not risk-free.
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 Europe’s industrial and financial engines, with Dutch chip-equipment giant ASML doing much of the heavy lifting as its stock keeps climbing. Spanish banks BBVA and Santander are also rising, giving the fund a solid boost from the financial side. Siemens has been another steady contributor, riding improving momentum in European industry. On the flip side, luxury powerhouse LVMH is losing a bit of shine, while Sanofi and Deutsche Telekom are lagging, creating a tug-of-war within this euro-hedged, developed Europe–focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 7.22% | $129.25M | €607.20B | 155.85% | 76 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 6.66% | $119.27M | €127.70B | 67.11% | 76 Outperform | |
| Banco Santander | 4.52% | $80.99M | €177.23B | 53.23% | 73 Outperform | |
| Siemens | 4.23% | $75.82M | €206.76B | 16.26% | 74 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.92% | $70.23M | €233.95B | -2.65% | 78 Outperform | |
| Deutsche Telekom | 3.71% | $66.50M | €130.23B | -16.53% | 67 Neutral | |
| Sanofi | 3.66% | $65.53M | €92.66B | -12.05% | 75 Outperform | |
| L'Oreal | 3.13% | $56.00M | €202.14B | 1.34% | 71 Outperform | |
| ― | 2.73% | $48.96M | ― | ― | ― | |
| BASF SE | 2.07% | $36.99M | €43.71B | 6.90% | 61 Neutral |
HEDJ Technical Analysis
Positive
―
Price Trends
56.00
Positive
54.31
Positive
53.26
Positive
Market Momentum
0.04
Positive
50.37
Neutral
43.37
Neutral
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 56.47, equal to the 50-day MA of 56.00, and equal to the 200-day MA of 53.26, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 50.37 is Neutral, neither overbought nor oversold. The STOCH value of 43.37 is Neutral, 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
56.31
8.34
17.39%
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
―
―
―
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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