Morningstar

WisdomTree Europe Hedged Equity Fund HEDJ

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis HEDJ

Will HEDJ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HEDJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEDJ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HEDJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Niche, currency-driven exposure to the eurozone.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

WisdomTree Europe Hedged Equity ETF makes a big bet on the dollar’s strength relative to the euro, while its narrow universe and additional layers of complexity detract from its appeal.

by Brian Paoli
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Portfolio Holdings HEDJ

More HEDJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Dollar

100.70 2B
Derivative

Lvmh Moet Hennessy Louis Vuitton SE

4.91 86M
Consumer Cyclical

Banco Bilbao Vizcaya Argentaria SA

4.66 82M
Financial Services

Banco Santander SA

4.39 77M
Financial Services

Deutsche Telekom AG

4.37 76M
Communication Services

Sanofi SA

4.26 74M
Healthcare

ASML Holding NV

4.05 71M
Technology

Siemens AG

3.76 66M
Industrials

Anheuser-Busch InBev SA/NV

3.44 60M
Consumer Defensive

L'Oreal SA

3.36 59M
Consumer Defensive

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