WisdomTree Europe Hedged Equity Fund
$56.05−0.69 (−1.21%)
- Expense ratio
- 0.58%
- Fund size
- $1.7B
- 1Y return
- +16.0%
- Yield · Last 12 months
- 1.79%
- Holdings
- 135
- Volume · 30D
- 0.1M sh
- NAV per share
- $55.58
- 52W range
The ETF.net HEDJ Grade
Score 42 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.DScore 30Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.Not scoredRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.BScore 60Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.CScore 40Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.BScore 56Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.CScore 53Category rank
Our read on HEDJ
CLess a bet on Europe's economy than on Europe's exporters. HEDJ owns euro-traded dividend payers that earn most of their money elsewhere, then hedges the euro out of the picture, leaving the stocks and not the exchange rate.
The fund seeks exposure to European equities while hedging fluctuations between the U.S. dollar and the euro.
Why people hold it
- Every holding must draw at least half its revenue from outside Europe, so the basket rides global demand more than the domestic European economy.wisdomtree.comwisdomtree.com
- Currency forwards neutralize euro-versus-dollar swings, so what shows up in a US account is the stock move, not the FX move.wisdomtree.com
- Dividend-weighted rather than cap-weighted: roughly 140 euro-listed payers, each above $1 billion in market value, sized by the dividends they actually pay.wisdomtree.comwisdomtree.com
- Trading since 2009 and now a multi-billion-dollar fund, it is the long-running standard-bearer for hedged Europe and sits in the upper half of its regional peer group.
Worth knowing
- The hedge cuts both ways. Euro strength does not flow through to dollar returns, and the forward contracts carry a cost tied to rate differences between the two currencies.wisdomtree.com
- At 0.58%, the fee runs a touch above the peer-group median, and plainer regional options cost less (Global X's DAX charges 0.20%).
- Euro-traded names only, so UK and Swiss listings are off the menu, and the exporter screen narrows Europe to about 140 stocks rather than a broad sweep.wisdomtree.com
HEDJ Holdings
- Stocks
- 135
- 42%
- BBVA.MC
Sectors
- Industrials20.0%
- Financials17.4%
- Consumer Discr.14.2%
- Cons. Staples12.6%
- Technology12.1%
- Health Care7.9%
- Materials6.8%
- Communication5.4%
- Energy3.7%
Geography
- Germany23.30%
- France19.87%
- Spain19.44%
- Netherlands18.51%
- Italy6.06%
- Finland4.89%
- Belgium4.53%
- Luxembourg1.56%
- 1.84%
Developed 100% · Emerging 0%
HEDJ Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | HEDJ |
|---|---|
| Year to date | +8.8% |
| 1 month | −1.0% |
| 3 months | −0.5% |
| 1 year | +16.0% |
| 3 years | +15.2% |
| 5 years | +10.5% |
| 10 years | +10.3% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | HEDJ |
|---|---|---|
| 2026 YTD | +8.8% | |
| 2025 | +23.6% | |
| 2024 | +4.7% | |
| 2023 | +26.9% | |
| 2022 | −10.1% | |
| 2021 | +23.5% | |
| 2020 | −3.4% |
HEDJ in the news
ETF.net Research hasn’t filed on HEDJ yet — coverage lands here as it’s written.
HEDJ Dividends
- 1.79%
- $1.02
- $0.99 per share
- Twice a year
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Jun 25, 2026 | Jun 29, 2026 | $0.99 |
| Sep 25, 2025 | Sep 29, 2025 | $0.03 |
| Jun 25, 2025 | Jun 27, 2025 | $0.84 |
| Dec 31, 2024 | Jan 3, 2025 | $0.02 |
| Sep 25, 2024 | Sep 27, 2024 | $0.04 |
| Jun 25, 2024 | Jun 27, 2024 | $1.14 |
| Dec 22, 2023 | Dec 28, 2023 | $0.14 |
| Sep 25, 2023 | Sep 28, 2023 | $0.08 |
| Jun 26, 2023 | Jun 29, 2023 | $1.21 |
| Dec 23, 2022 | Dec 29, 2022 | $0.10 |
| Sep 26, 2022 | Sep 29, 2022 | $0.08 |
| Jun 24, 2022 | Jun 29, 2022 | $0.76 |
HEDJ Risk
- 11.6%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.86
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −22.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.74
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
HEDJ Cost
- The middle half of Europe Region funds
- Median 0.51%
8 of the 12 Europe Region funds charge less.