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WisdomTree Europe Hedged Equity Fund
Ticker Symbol: HEDJ CUSIP: 97717X701 Exchange: NYSEA
Company's Online Profile
FUND DESCRIPTION: WisdomTree Europe Hedged Equity Fund formerly known as WisdomTree International Hedged Equity Fund is an exchange-traded index fund or Index ETF which is a separate investment portfolio of the WisdomTree Trust, an investment management company. INVESTMENT OBJECTIVE: The WisdomTree Europe Hedged Equity Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index, formerly the WisdomTree DEFA International Hedged Equity Index. INDEX DESCRIPTION: The WisdomTree Europe Hedged Equity 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 Index and the Fund will consist of dividend paying companies that are domiciled in Europe and traded in euros, have at least $1 billion in market capitalization, and derive at least 50% of their revenue from countries outside of Europe. Securities are weighted in the Index based on annual cash dividends paid; companies that pay more dividends are more heavily weighted. At the time of the Index’s annual rebalance, the maximum weight of any single security in the Index is capped at 5% and the maximum weight of any one sector and any one country in the Index is capped at 25%. In response to market conditions, security, sector and country weights may fluctuate above the specified cap between annual Index rebalance dates. The following sectors are included in the Index: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecommunication services, and utilities. A sector is comprised of multiple industries. For example, the energy sector is comprised of companies in, among others, the natural gas, oil and petroleum industries. The Index hedges against fluctuations in the relative value of the euro against the U.S. dollar. The Index is designed to have higher returns than an equivalent non-currency hedged investment when the U.S. dollar is going up in value relative to the euro. Conversely, the Index is designed to have lower returns than an equivalent non-currency hedged investment when the U.S. dollar is falling in value relative to the euro. FUND STRATEGY: The Fund employs a passive management or indexing investment approach designed to track the performance of the Index. The Fund attempts to invest substantially all of its assets in the common stocks that make up the Index. The Fund generally uses a Representative Sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return and other characteristics closely resemble the risk, return and other characteristics of the Index as a whole. The Fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of investments suggested by its name. The Fund also may invest its assets in cash and cash equivalents, as well as in shares of other investment companies, forward contracts, futures contracts, options on futures contracts, options, and swaps. Forward currency contracts or futures contracts are used to offset the Fund’s exposure to the euro. While this approach is designed to minimize the impact of currency fluctuations on Fund returns, it does not necessarily eliminate exposure to all currency fluctuations. The return of the forward currency contracts and currency futures contracts may not perfectly offset the actual fluctuations of the euro relative to the U.S. dollar. FUND MANAGEMENT: WisdomTree Asset Management, Inc. serves as investment adviser to the Fund. Mellon Capital Management Corporation serves as sub-adviser to the Fund.
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IPO - 12/28/2009
Link to IPO Prospectus
Previous Name: WisdomTree International Hedged Equity Fund Changed: 8/24/12
Micro Cap Stock -
Market Value $ 21.8 Million
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Company's Online Information Links
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| Company's Online SEC EDGAR Filings |
| Company's Email Address Links |
| Address and Phone Numbers |
| Address: 245 Park Avenue, 35th Floor, New York, NY 10167 |
| Main Phone Number |
866-909-9473 |
| Fax Number |
Not Available |
| Investor Relations
Jason Weyeneth, CFA
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917-267-3858
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| Toll Free Phone Number |
866-909-9473 |
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