| Basic Materials | 10.24% | |
|---|---|---|
| Consumer Cyclical | 19.01% | |
| Financial Services | 7.84% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 23.91% | |
| Healthcare | 13.38% |
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HEDJ:NYSE Arca
WisdomTree Europe Hedged Equity Fund – HEDJ ETF Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 52.60 | 0.00 (0.00%) | 38.94 - 53.44 | 0.0 |
Market data as of 4:00PM 05/23/13. Quotes are delayed by at least 15 min.
Overview - HEDJ
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the index. It attempts to invest substantially all of its assets in the common stocks that make up the index. The index is a dividend weighted index designed to provide exposure to European equity securities, particularly shares of European exporters, while at the same time neutralizing exposure to fluctuations between the value of the U.S. dollar and the euro. The fund is non-diversified.
| Open | -- |
|---|---|
| Previous Close | 52.60 |
| Day's Range | -- - -- |
| Avg Volume (10 Day) | 123.9K |
| Total Assets | $239.48M |
| Expense Ratio | 0.58% |
| Yield (Trailing 12 Mo.) | 1.83% |
| Fund Inception | 12/31/2009 |
Trailing Total Returns - HEDJ
as of 04/30/2013
| Timeframe | HEDJ | S&P 500 | Europe Stock |
|---|---|---|---|
| 1 Month | 1.12% | 1.93% | 4.48% |
| 3 Month | 4.39% | 7.18% | 1.04% |
| Year-to-Date | 7.81% | 12.74% | 6.29% |
| 1 Year | 20.49% | 16.89% | 18.15% |
| 3 Year | 5.50% | 12.80% | 5.63% |
| 5 Year | -- | 5.21% | -3.88% |
| 10 Year | -- | 7.88% | 7.30% |
| Since Inception | 5.14% | 10.38% | -- |
Stock Sector Allocation - HEDJ
as of 04/30/2013
| Utilities | 0.00% | |
|---|---|---|
| Communication Services | 2.24% | |
| Energy | 1.52% | |
| Industrials | 15.89% | |
| Technology | 5.96% |
Top Ten Holdings - HEDJ
as of 04/30/2013
| Company | YTD Return | % of Assets |
|---|---|---|
| Bayer AG | -- | 5.05% |
| Unilever NV DR | 12.65% | 5.04% |
| Anheuser-Busch Inbev SA | 9.81% | 4.79% |
| Sanofi | -- | 4.77% |
| Daimler AG | 5.22% | 4.63% |
| Sap AG | -- | 4.36% |
| Bayerische Motoren Werke AG | -5.36% | 4.01% |
| Banco Santander SA | -10.75% | 3.95% |
| Banco Bilbao Vizcaya Argentaria SA | -- | 3.78% |
| L'Oreal SA | -- | 3.72% |
Valuation & Growth - HEDJ
as of 04/30/2013
| Valuation | HEDJ | Category Range |
|---|---|---|
| Price/Earnings | 18.21 | |
| Price/Book | 1.80 | |
| Price/Sales | 1.02 | |
| Price/Cash Flow | 10.41 | |
| Dividend Yield | 3.08 | |
| LT Earnings | 9.61 | |
| Historical Earnings | 11.53 | |
| Sales Growth | 2.74 | |
| Cash-Flow Growth | -6.53 | |
| Book-Value Growth | 0.39 |
Key: Lo Hi
Morningstar Summary - HEDJ, 3 Year
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Low | |
| Return | Avg |
Key: Lo Hi
Risk Analysis - HEDJ, 3 Year
| Beta | 0.57 |
|---|---|
| Standard Deviation | 12.01 |
| Alpha | 0.86 |
| Sharpe Ratio | 0.50 |
| Mean | 6.29 |
| R-Squared | 85.63 |
Tax Analysis - HEDJ, 3 Year Avg
| Pretax Return | 5.50% |
|---|---|
| Tax-adjusted Return | 4.38% |
| Tax Cost Ratio | 1.06% |
| Potential Cap Gains | 6.52% |
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