WisdomTree Europe Hedged Equity Fund
$57.75−0.01 (−0.02%)
- 0.58%
- $1.76B
- +14.2%
- 1.78%
- 45.8K sh
- low $49.82high $58.50
The ETF.net HEDJ Grade
C
Score 44 out of 100
- 9 of 12
Score 44 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D30 out of 100Rank 9 of 12Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B62 out of 100Rank 5 of 12Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C45 out of 100Rank 7 of 12Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B57 out of 100Rank 6 of 12Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.C52 out of 100Rank 6 of 12
Our read on HEDJ
In short
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.
Stated mandate
The fund seeks exposure to European equities while hedging fluctuations between the U.S. dollar and the euro.
Why people hold it
Worth knowing
HEDJ Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
HEDJ$11,421
Returns run to the Nov 9, 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 | +10.8% |
| 1 month | +4.6% |
| 3 months | −0.6% |
| 1 year | +14.2% |
| 3 years | +16.1% |
| 5 years | +10.3% |
| 10 years | +10.6% |
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 | +10.8% | |
| 2025 | +23.6% | |
| 2024 | +4.7% | |
| 2023 | +26.9% | |
| 2022 | −10.1% | |
| 2021 | +23.5% | |
| 2020 | −3.4% |
HEDJ in the news
HEDJ Dividends
- 1.78%
- $1.03
- $0.05 per share
- Twice a year
HEDJ Risk
- 11.4%
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.
- 0.96
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.
- 0.75
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
HEDJ Cost
Overpaying vs SPEU, cheapest in Europe Region
$9,973
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
HEDJ 0.58%
$11,453
SPEU 0.07% Cheapest
$1,480
Cost over time
Year by year
| Year | HEDJ | SPEU | Overpaying |
|---|---|---|---|
| 10 | $1,041 | $128 | $913 |
| 20 | $3,986 | $503 | $3,483 |
| 30 | $11,453 | $1,480 | $9,973 |
Other funds in Europe Region
- BIEViShares Europe ETFExpense ratio 0.60%1 year return +15.5%
- BEWDiShares MSCI Sweden ETFExpense ratio 0.51%1 year return +17.4%
- CFGMFirst Trust Germany AlphaDEX FundExpense ratio 0.80%1 year return +4.9%
- CGREKGlobal X MSCI Greece ETFExpense ratio 0.56%1 year return +35.4%
- DFKUFirst Trust United Kingdom AlphaDEX FundExpense ratio 0.80%1 year return +22.4%
