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HEDJ - ETF AI Analysis
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WisdomTree Europe Hedged Equity Fund (HEDJ)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Leading Tech Holding
A major position in ASML has shown strong recent performance, providing a solid boost to the fund.
Broad European Country Diversification
Holdings spread across several large European markets like France, Germany, Spain, the Netherlands, and Italy help reduce reliance on any single country.
Balanced Sector Mix
Exposure across industrials, consumer sectors, financials, technology, health care, and other industries helps spread out sector-specific risks.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentration in a Few Countries
A large share of assets is concentrated in just a handful of European countries, which can magnify the impact of local economic or political issues.
Mixed Performance Among Top Holdings
Several large positions, including well-known consumer and health care names, have shown weak or negative recent performance, which can drag on overall returns.
HEDJ vs. SPDR S&P 500 ETF (SPY)
AUM1.75B
RegionEurope
Expense Ratio0.58%
Beta0.70
IssuerWisdomTree
Inception DateDec 31, 2009
Dividend Yield2.15%
Asset ClassEquity
Index TrackedWisdomTree Europe Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume36,126
30 Day Avg. Volume45,400
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
61.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEDJ Summary
HEDJ is an ETF that follows the WisdomTree Europe Hedged Equity Index, giving you broad exposure to major European stocks while trying to reduce the impact of euro–U.S. dollar currency swings. It holds well-known companies like ASML (a leading chip equipment maker) and LVMH (owner of luxury brands such as Louis Vuitton). Investors might consider HEDJ if they want international diversification and believe European companies can grow, but don’t want extra ups and downs from currency moves. A key risk is that European stock prices can still rise or fall significantly with the overall 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 Europe’s corporate heavyweights, with ASML and Deutsche Telekom doing much of the lifting as their shares keep rising on solid growth stories. L’Oréal has been another steady helper, adding a bit of shine from the consumer side. On the flip side, luxury giant LVMH has been losing steam, and BBVA’s recent slide means European banks are a mixed bag rather than a clear tailwind. Overall, the fund is broadly spread across developed Europe, with notable tilts toward financials, industrials, and consumer names rather than U.S.-style Big Tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 5.52% | $96.19M | €450.89B | 82.31% | 76 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 5.50% | $95.76M | €103.56B | 37.79% | 76 Outperform | |
| Deutsche Telekom | 4.71% | $82.03M | €160.41B | -2.40% | 67 Neutral | |
| Banco Santander | 4.62% | $80.41M | €141.56B | 62.92% | 73 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 4.32% | $75.33M | €246.06B | -18.25% | 78 Outperform | |
| Sanofi | 3.83% | $66.67M | €92.12B | -24.40% | 75 Outperform | |
| Siemens | 3.59% | $62.53M | €171.28B | -1.14% | 74 Outperform | |
| L'Oreal | 3.04% | $52.92M | €191.27B | 1.10% | 71 Outperform | |
| ― | 2.41% | $41.94M | ― | ― | ― | |
| Bayerische Motoren Werke Aktiengesellschaft | 2.36% | $41.12M | $55.83B | 7.13% | 71 Outperform |
HEDJ Technical Analysis
Negative
―
Price Trends
54.59
Negative
53.32
Negative
51.31
Positive
Market Momentum
-0.62
Positive
33.57
Neutral
25.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEDJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 54.63, equal to the 50-day MA of 54.59, and equal to the 200-day MA of 51.31, indicating a neutral trend. The MACD of -0.62 indicates Positive momentum. The RSI at 33.57 is Neutral, neither overbought nor oversold. The STOCH value of 25.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HEDJ.
HEDJ Peer Comparison
Comparison Results
Performance Comparison
HEDJ
WisdomTree Europe Hedged Equity Fund
52.25
3.66
7.53%
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.
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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