HEDJ
WisdomTree Europe Hedged Equity Fund
Price Chart
WisdomTree Europe Hedged Equity Fund (HEDJ) is an exchange-traded fund that provides investors with exposure to international and global markets. It carries an expense ratio of 0.58%. The fund offers a dividend yield of approximately 2.30%. The portfolio holds 130 securities.
Category
Global
Dividend Yield
2.3%
Expense Ratio
0.58%
Holdings
130
Dividend History
Top Holdings
Key Features
- •Currency hedging strategy
- •Large-cap exporters
- •Dividend-focused
- •Monthly rebalancing
Advantages
- •Benefits from European export recovery
- •Currency fluctuation mitigation
- •Secures dividend income
- •Dollar investor-friendly
Risks
- •Increasing hedging costs
- •European economic slowdown
- •Energy price fluctuation
- •Political and regulatory risk
Rebalancing Strategy
Review monthly hedging ratios and keep European equity allocation below 15%.
HEDJ Investment Analysis
HEDJ (WisdomTree Europe Hedged Equity Fund) is a Global ETF comprising 130 holdings. It has an expense ratio of 0.58% and a dividend yield of 2.3%. The expense ratio is relatively high, so consider costs relative to returns.
A 2.3% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.
HEDJ can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.