ducovest

HEDJ:ARCA-WisdomTree Europe Hedged Equity Fund (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 45.78

Change

+0.74 (+1.64)%

Market Cap

USD 8.59B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index provides exposure to European equity securities, particularly shares of European exporters, while at the same time neutralizing exposure to fluctuations between the value of the U.S. dollar and the euro. The fund is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 31/12/2009

Primary Benchmark: WisdomTree Europe Equity TR Hdg USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.58%

Management Expense Ratio: 0.58 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
BBVA Banco Bilbao Viscaya Argentaria SA ADR 7.86 %
STLA Stellantis NV 6.74 %
ASML ASML Holding NV ADR 4.75 %
SXT Sensient Technologies Corporation 4.04 %
DTE DTE Energy Company 3.59 %
SAN Banco Santander SA ADR 3.33 %
SAN Banco Santander SA ADR 3.07 %
OR Osisko Gold Ro 2.85 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-10 )

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

+0.60 (+0.88%)

 USD 20.02B
IEUR iShares Core MSCI Europe ETF 0.10 %

+0.52 (+0.90%)

 USD 4.67B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

+0.17 (+0.47%)

 USD 0.42B
FLEE Franklin FTSE Europe ETF 0.09 %

+0.25 (+0.86%)

 USD 0.08B
EUSC WisdomTree Europe Hedged Small.. 0.58 %

-0.06 (-0.14%)

 USD 0.05B
EUDG WisdomTree Europe Quality Divi.. 0.58 %

+0.13 (+0.40%)

 N/A
FEZ SPDR® EURO STOXX 50 ETF 0.29 %

+0.38 (+0.76%)

 N/A
DBEZ Xtrackers MSCI Eurozone Hedged.. 0.47 %

+0.25 (+0.54%)

 N/A
GSEU Goldman Sachs ActiveBeta® Eur.. 0.25 %

+0.31 (+0.86%)

 N/A
FDD First Trust STOXX® European S.. 0.57 %

+0.06 (+0.45%)

 N/A

ETFs Containing HEDJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.84% 67% D+ 64% D
Dividend Return 2.65% 80% B- 64% D
Total Return 9.49% 67% D+ 67% D+
Trailing 12 Months  
Capital Gain 12.25% 73% C 70% C-
Dividend Return 3.30% 67% D+ 48% F
Total Return 15.54% 73% C 70% C-
Trailing 5 Years  
Capital Gain 38.48% 87% B+ 70% C-
Dividend Return 16.07% 73% C 61% D-
Total Return 54.54% 87% B+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 8.79% 80% B- 67% D+
Dividend Return 11.64% 87% B+ 68% D+
Total Return 2.84% 67% D+ 57% F
Risk Return Profile  
Volatility (Standard Deviation) 15.91% 93% A 62% D
Risk Adjusted Return 73.13% 93% A 89% A-
Market Capitalization 8.59B 80% B- 63% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.