(HEDJ) Europe Hedged Equity Fund - Overview

ETF Category: Europe Stock | Exchange: NYSE ARCA (USA) | Market Cap: 1.820m USD | Total Return: 16.6% in 12m

European Equities, Dividend Stocks, Currency Hedges
Total Rating 39
Safety 48
Buy Signal -0.19
Europe Stock
Category Rotation: +5.6
TER: 0.58%
AUM: 1.82B
Avg Turnover: 5.29M
Risk 3d forecast
Volatility12.5%
VaR 5th Pctl2.33%
VaR vs Median3.36%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD47.3
Rel. Str. Peer Group16.7
Character TTM
Beta0.623
Beta Downside0.661
Hurst Exponent0.522
Drawdowns 3y
Max DD15.93%
CAGR/Max DD0.97
CAGR/Mean DD4.86

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: HEDJ Europe Hedged Equity Fund

The WisdomTree Europe Hedged Equity Fund (HEDJ) is a non-diversified ETF that invests at least 95% of its assets in dividend-paying companies based in industrialized European nations. The fund specifically targets export-oriented equities while utilizing currency forward contracts to hedge against fluctuations between the Euro and the U.S. Dollar. This strategy aims to provide exposure to European equity performance without the volatility associated with foreign exchange movements.

The underlying index excludes companies from Canada and the United States, focusing instead on the dividend-paying universe of the WisdomTree International Equity Index. European equity funds often favor sectors like consumer staples, industrials, and luxury goods, which generate significant revenue from global markets rather than local consumption alone. By neutralizing currency risk, the fund’s returns are driven primarily by the stock prices and dividend yields of the constituent firms. Investors can use ValueRay to further analyze how these currency hedges impact long-term portfolio volatility.

Headlines to Watch Out For
  • Eurozone export demand volatility impacts multinational dividend-paying constituent revenues
  • ECB monetary policy shifts influence European corporate profitability and equity valuations
  • US Dollar strength relative to Euro drives currency hedging premium gains
  • Global manufacturing cycles dictate performance of concentrated industrial and consumer sectors
  • Regulatory changes in European dividend taxation affect net fund distribution yields
What is the price of HEDJ shares?

As of May 29, 2026, the stock is trading at USD 56.97 with a total of 54,834 shares traded.
Over the past week, the price has changed by +1.44%, over one month by +5.62%, over three months by +1.53% and over the past year by +16.62%.

Is HEDJ a buy, sell or hold?

Europe Hedged Equity Fund has no consensus analysts rating.