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HEDJ - ETF AI Analysis
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WisdomTree Europe Hedged Equity Fund (HEDJ)
Rating:63Neutral
Price Target:
$55.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Banco Santander and Banco Bilbao Vizcaya Argentaria, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Geographic Diversification in Europe
The ETF provides exposure to multiple European countries, including Germany, Spain, and France, reducing reliance on any single economy.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating strong momentum in its European equity strategy.
Negative Factors
High Concentration in Financials
The ETF has significant exposure to the financial sector, which could increase vulnerability to sector-specific risks.
Underperforming Key Holding
LVMH Moet Hennessy Louis Vuitton, one of the top holdings, has lagged in year-to-date performance, potentially dragging on returns.
Moderately High Expense Ratio
The fund’s expense ratio is higher than some passive ETFs, which could reduce net returns for long-term investors.
HEDJ vs. SPDR S&P 500 ETF (SPY)
AUM1.74B
RegionEurope
Expense Ratio0.58%
Beta0.69
IssuerWisdomTree
Inception DateDec 31, 2009
Dividend Yield2.22%
Asset ClassEquity
Index TrackedWisdomTree Europe Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume51,441
30 Day Avg. Volume86,453
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
57.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering140
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEDJ Summary
The WisdomTree Europe Hedged Equity Fund (HEDJ) is an ETF that lets investors tap into the growth of European companies while reducing the impact of currency fluctuations between the euro and the U.S. dollar. It includes well-known companies like Siemens and LVMH, and focuses on large-cap stocks across sectors such as financials, industrials, and consumer goods. This fund is ideal for those seeking diversification and exposure to European markets with a built-in strategy to manage currency risks. However, new investors should know that its performance can be affected by the overall health of European economies.
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
The WisdomTree Europe Hedged Equity Fund is leaning heavily on financials, with Banco Bilbao Vizcaya Argentaria (BBVA) and Banco Santander driving much of the fund’s recent momentum thanks to strong profitability and attractive valuations. Industrials like Siemens are steady contributors, while luxury giant LVMH is showing mixed signals, with strong technical performance but lagging year-to-date returns. Technology exposure, led by ASML, adds a touch of growth potential, though its premium valuation could limit upside. Overall, the fund’s focus on developed Europe provides a diversified yet sector-heavy approach, with financials and industrials steering the ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| LVMH Moet Hennessy Louis Vuitton | 5.69% | $96.48M | €310.18B | 5.92% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 5.45% | $92.51M | €104.11B | 93.41% | 77 Outperform | |
| Banco Santander | 4.70% | $79.64M | €135.32B | 103.15% | 73 Outperform | |
| Sanofi | 4.69% | $79.60M | €109.60B | 2.13% | 77 Outperform | |
| ASML Holding NV | 4.33% | $73.45M | €334.77B | 38.25% | 76 Outperform | |
| Deutsche Telekom | 4.05% | $68.67M | €133.22B | -6.96% | 68 Neutral | |
| Siemens | 3.62% | $61.43M | €174.65B | 24.00% | 74 Outperform | |
| L'Oreal | 3.21% | $54.47M | €188.77B | 9.46% | 71 Outperform | |
| Bayerische Motoren Werke Aktiengesellschaft | 2.62% | $44.48M | $59.37B | 33.61% | 75 Outperform | |
| SAP SE | 2.59% | $43.86M | €241.59B | -5.92% | 66 Neutral |
HEDJ Technical Analysis
Neutral
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Price Trends
51.05
Negative
50.10
Positive
48.73
Positive
Market Momentum
0.12
Positive
39.80
Neutral
37.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEDJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 51.87, equal to the 50-day MA of 51.05, and equal to the 200-day MA of 48.73, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 39.80 is Neutral, neither overbought nor oversold. The STOCH value of 37.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HEDJ.
HEDJ Peer Comparison
Comparison Results
Performance Comparison
HEDJ
WisdomTree Europe Hedged Equity Fund
50.53
8.63
20.60%
EZU
iShares MSCI Eurozone ETF
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BBEU
JPMorgan BetaBuilders Europe ETF
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IEUR
iShares Core MSCI Europe ETF
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FEZ
SPDR EURO STOXX 50 ETF
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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.
Disclaimer
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.Date of analysis: ―
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