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HEDJWisdomTree Europe Hedged Equity Fund

Grow my money16y track recordRanked #696 of 2,999 in this goal

Tracks the price and yield performance of the WisdomTree Europe Hedged Equity Index.

By WisdomTree · Launched 2009

Annual Cost

0.58%

#3,048 of 5,861 · average

Fund Size

$1.8B

#802 of 5,861 · large

Return (1Y)Goal

+16.8%

Track Record

16 years

#724 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,201+22.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Strategy

Long short

Index tracked

WisdomTree Europe Hedged Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.6% of fundwell diversified

Banco Bilbao Vizcaya Argentaria SA
5.6%
ASML Holding N.V.
5.3%
Deutsche Telekom AG
4.7%
Banco Santander SA
4.6%
Sanofi SA
4.2%
LVMH Moet Hennessy Louis Vuitton SE
4.1%
Siemens AG
3.3%
L'Oreal S.A.
3.0%
BASF SE
2.4%
Anheuser-Busch Inbev SA/NV
2.3%

Asset allocation

Stocks
100.0%

By sector

Industrials
22.6%
Financial Services
15.8%
Technology
13.2%
Consumer Cyclical
12.9%
Consumer Defensive
12.7%
Healthcare
7.9%
Basic Materials
6.5%
Communication
4.7%
Other
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.7%Moderate

Year-on-year price swings

Max drawdown
-38.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.00Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree Europe Hedged Equity Index.
Strategy
Employs a passive management approach to track the WisdomTree Europe Hedged Equity Index, investing in European equity securities with at least $1 billion in market capitalization. The Fund hedges against fluctuations in the euro relative to the U.S. dollar, aiming to provide exposure to dividend-paying companies in Europe.
Inception date
December 31, 2009
Fund family
WisdomTree

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Data updated on 2026-08-04