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WisdomTree Europe Hedged Equity ETF HEDJ

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

Morningstar’s Analysis HEDJ

Will HEDJ outperform in 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.

Dependent on a weak euro.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree Europe Hedged Equity ETF’s HEDJ narrow scope and reliance on a weak euro make it less appealing than better-diversified peers. It retains a Morningstar Analyst Rating of Neutral.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings HEDJ

More HEDJ Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Stellantis NV

7.81
105,360,626
Consumer Cyclical

Banco Bilbao Vizcaya Argentaria SA

4.74
63,897,926
Financial Services

Sanofi SA

4.27
57,589,975
Healthcare

Banco Santander SA

4.15
55,980,911
Financial Services

ASML Holding NV

4.09
55,222,832
Technology

L'Oreal SA

3.94
53,143,647
Consumer Defensive

LVMH Moet Hennessy Louis Vuitton SE

3.83
51,676,733
Consumer Cyclical

Mercedes-Benz Group AG

3.73
50,266,468
Consumer Cyclical

Deutsche Telekom AG

3.58
48,333,916
Communication Services

Bayerische Motoren Werke AG

3.45
46,527,066
Consumer Cyclical