WisdomTree Europe Hedged Equity Fund
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About HEDJ
The Fund employs a “passivemanagement” – or indexing – investment approach designed to track the performance of the Index. The Fund generallyuses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securitiesin the Index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the Index as a whole. WisdomTree, Inc. (“WisdomTree”), the Index Providerand parent company of WisdomTree Asset Management, Inc. (“WisdomTree Asset Management” or the “Adviser”), hascreated the Index to provide exposure to European equity securities while at the same time“hedging” or neutralizing exposure to fluctuations in the value of the euro relative to the U.S. dollar. The Index consists of those dividend-paying companies within the WisdomTree InternationalEquity Index, which is comprised of dividend-paying companies in the industrialized world, excluding Canada and the United States, thatconduct their Primary Business Activities under the laws of a European country (i.e., Austria, Belgium, Finland, France, Germany,Ireland, Italy, the Netherlands, Portugal or Spain), list their shares on a securities exchange operating in one or more of the foregoingcountries, trade in euros, have at least $1 billion in market capitalization, and derive at least 50% of their revenue from countriesoutside of Europe. The country in which a company conducts its Primary Business Activities is determined based on one or more of thefollowing factors: country of organization or incorporation, country in which a company’s headquarters is located, the countryto which a company has the greatest risk exposure, and the country from which a company generates the most significant portion of itsrevenue or to which it allocates the greatest resources. To be eligible for inclusion in the Index, a company must meet the followingkey criteria as of the annual screening date: (i) payment of at least $5 million in gross cash dividends (i.e., total dividendspaid including capital gains distributions and non-taxable distributions and without excluding taxes, fees and other expenses) on sharesof common stock during the preceding annual cycle; (ii) market capitalization of at least $1 billion; (iii) median daily dollar tradingvolume of at least $100,000 for the preceding three months; and (iv) trading of at least 250,000 shares per month for each of the precedingsix months. Securities are weighted in the Index based on dividends paid over the prior annual cycle.Companies that pay a greater total dollar amount of dividends are more heavily weighted. On the Index’s annual screening date,the maximum weight of any security in the Index is capped at 5%, and the Index caps the weight of constituents exposed to a single sector(except for the real estate sector) at 25%. The weight of constituents exposed to the real estate sector is capped at 15%. The weightof constituents exposed to any single country is capped at 25%. The specified caps and thresholds described above are applied concurrentlyand in a manner designed to seek to minimize deviation from a constituent’s initial or intended weighting in the Index. The Indexalso may adjust the weight of individual constituents on the annual screening date based on certain quantitative thresholds or limitstied to key metrics of a constituent security, such as its trading volume. To the extent the Index reduces an individual constituent’sweight, the excess weight will be reallocated on a pro rata basis among the other constituents. Similarly, if the Index increases a constituent’sweight, the weight of the other constituents will be reduced on a pro rata basis to contribute the weight needed for such increase. TheIndex weight of a sector or individual constituent may fluctuate above or below specified caps and thresholds between rebalance datesin response to market conditions. WisdomTree currently uses the Global Industry ClassificationStandard (GICS®), a widely recognized industryclassification methodology developed by MSCI, Inc. and Standard & Poor’s Financial Services LLC, to identify the extent ofthe Index’s exposure to a sector or industry. A GICS sector typically is composed of multiple industries. Because the Fund seeksto track the Index, it is expected to have the same sector and industry exposure as the Index. While the Index’s and the Fund’ssector exposure may vary from time to time, as of June 30, 2025, the Index, and, therefore, the Fund, had significant exposure (e.g.,approximately 15% or more of the Index’s total weight) to the Industrials and Financials Sectors. Tothe extent the Index is concentrated in the securities of companies assigned to a particular industry or group of industries, the Fundwill seek to concentrate its investments (i.e., invest more than 25% of its assets) in such industry or group of industries toapproximately the same extent as the Index. As of June 30, 2025, the equity securities of companies that conduct their Primary BusinessActivities in Europe, particularly Germany, France, Spain, and the Netherlands, comprised a significant portion (e.g., approximately15% or more of the Index’s total weight) of the Index, although the Index’s geographic exposure may change from time to time.As a result, the Fund can be expected to also have significant exposure to these countries and/or regions. The Index “hedges” against, or seeks to minimize theimpact of, fluctuations in the relative value of the euro and the U.S. dollar. The Index is designed to have higher returns than an equivalentun-hedged investment in European equity securities when the U.S. dollar is going up in value relative to the euro. Conversely, the Indexis designed to have lower returns than an equivalent un-hedged investment in European equity securities when the U.S. dollar is fallingin value relative to the euro. To hedge its currency exposure to the euro, the Index applies a published one-month forward rate of theeuro in U.S. dollars to the Index’s total equity exposure. If a country that had previously adopted the euro as its official currencywere to revert back to its local currency, the country would remain in the Index and the Index would be hedged in such local currencyas soon as practicable after forward rates become available for such currency. Currency forward contracts and/or currency futures contracts areused to hedge the Fund’s exposure to the euro. The contract value of currency forward contracts and currency futures contractsin the Fund is based on the aggregate exposure of the Fund and Index to the euro. While this approach is designed to minimize the impactof currency fluctuations on Fund returns, it does not necessarily eliminate the Fund’s exposure to all currency fluctuations. Thereturn of the currency forward contracts and currency futures contracts held by the Fund may not fully hedge or completely offset theFund’s exposure to the euro or fluctuations in its value relative to that of the U.S. dollar.
HEDJ News
- The Technical Signals Behind (HEDJ) That Institutions Follow
- Precision Trading with Wisdomtree Europe Hedged Equity Fund (HEDJ) Risk Zones
- Technical Reactions to HEDJ Trends in Macro Strategies
- Technical Reactions to HEDJ Trends in Macro Strategies
- Is WisdomTree Europe Hedged Equity ETF (HEDJ) a Strong ETF Right Now?
- WisdomTree Europe Hedged Equity Fund (NYSEARCA:HEDJ) Sees Large Decline in Short Interest
- Trading the Move, Not the Narrative: (HEDJ) Edition
- (HEDJ) Volatility Zones as Tactical Triggers
- WisdomTree Europe Hedged Equity Fund (NYSEARCA:HEDJ) Sees Large Growth in Short Interest
- WisdomTree Europe Hedged Equity Fund (NYSEARCA:HEDJ) Sets New 1-Year High – Still a Buy?
Data for HEDJ is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.