WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 9.3% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 10.1x P/Sales
ratio		 0.9x
P/BV
ratio		 1.4x Div.
yield		 3.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Europe Hedged Equity Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the WisdomTree Europe Hedged Equity Index. The Fund seeks to provide exposure to Eurozone stocks while neutralizing currency risk relative to the US Dollar.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Investments Inc
Website www.wisdomtree.com
Inception date Dec 31, 2009
Assets (mns) $1,690
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 147
Wgt avg mkt cap (mns) $100,954
Large cap (>$10bn) 90.7%
Mid cap ($2-10bn) 8.5%
Small cap (<$2bn) 0.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
FIAT CHRYSLER AUTOMOBILES N.V. 7.5 %
BANCO BILBAO VIZCAYA ARGENTA 7.0 %
ASML HOLDING NV 5.6 %
SIEMENS AG-REG 3.9 %
DEUTSCHE TELEKOM AG 3.3 %
DAIMLER AG-REGISTERED SHARES 3.2 %
L'OREAL 3.2 %
BANCO SANTANDER SA 3.2 %
LVMH MOET HENNESSY LOUIS VUI 3.1 %
BAYERISCHE MOTOREN WERKE AG 2.8 %
Total 42.7 %

TOP COUNTRY EXPOSURE
GERMANY 24.2 %
FRANCE 23.3 %
NETHERLANDS 17.4 %
SPAIN 14.4 %
BRITAIN 7.5 %
FINLAND 4.0 %
BELGIUM 3.4 %
ITALY 3.0 %
AUSTRIA 0.4 %
SWITZERLAND 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
3.7% -45.3% -5.4% 0.7% 2.9%

Market Correlations
versus... Beta R-squared
S&P500 0.97 24%
MSCI EAFE 1.13 31%
MSCI Emg. Mkts. 0.94 22%

Technical Indicators
Recent close $44.37
30d moving avg. $45.52
Annualized volatility 35.4%
Short interest (ETF) 0.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 197
Turnover 0.5%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $6,428

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 377 potential alternatives to the WisdomTree Europe Hedged Equity Fund ETF based on the alternatives' overlap in portfolio holdings with HEDJ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEDJ Expense: 58 bp ALTAR Score™: 9.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEDJ
Ticker Fund
Name		 Overlap1
vs HEDJ
(%)		 Expense
ratio
(bp)		 Savings
vs HEDJ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEDJ
(%)
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 47.5 45 13 6.6 -2.7
EZU iShares MSCI Eurozone ETF 47.1 52 6 6.3 -3.0
FLEU Franklin FTSE Eurozone ETF 46.1 9 49 6.9 -2.4
FEZ SPDR EURO STOXX 50 ETF 45.1 29 29 6.5 -2.9
OEUR ALPS O'Shares Europe Quality Dividend ETF 30.9 48 10 5.9 -3.4
BBEU JPMorgan BetaBuilders Europe ETF 28.7 9 49 6.9 -2.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 27.7 46 12 6.5 -2.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 27.0 58 0 5.9 -3.5
FLEE Franklin FTSE Europe ETF 26.6 9 49 6.9 -2.5
IEV iShares Europe ETF 26.5 67 -9 6.2 -3.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 25.9 25 33 6.9 -2.5
IEUR iShares Core MSCI Europe ETF 24.9 11 47 6.6 -2.7
SPEU SPDR Portfolio Europe ETF 24.0 7 51 6.6 -2.8
VGK Vanguard FTSE Europe ETF 23.1 11 47 6.7 -2.7
EWG iShares MSCI Germany ETF 22.8 50 8 6.5 -2.9
EFG iShares MSCI EAFE Growth ETF 22.7 36 22 4.3 -5.0
EWQ iShares MSCI France ETF 22.5 53 5 5.8 -3.5
DAX Global X DAX Germany ETF 21.9 21 37 6.9 -2.4
FLGR Franklin FTSE Germany ETF 20.3 9 49 7.1 -2.2
DOL WisdomTree International LargeCap Dividend Fund 19.8 48 10 7.7 -1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.6 35 23 6.2 -3.2
IQSI IQ Candriam International Equity ETF 19.5 15 43 6.4 -3.0
JIRE JPMorgan International Research Enhanced Equity ETF 19.4 24 34 6.8 -2.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 19.1 20 38 6.1 -3.3
IQDG WisdomTree International Quality Dividend Growth Fund 18.9 42 16 6.1 -3.2
ESGD iShares ESG Aware MSCI EAFE ETF 18.9 20 38 6.4 -2.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 18.9 58 0 6.0 -3.3
DMXF iShares ESG Advanced MSCI EAFE ETF 18.7 12 46 5.1 -4.2
OSEA Harbor International Compounders ETF 18.3 55 3 3.9 -5.4
EQIN Columbia US Equity Income ETF 18.1 35 23 8.4 -0.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 18.0 36 22 6.5 -2.8
FGM First Trust Germany AlphaDEX Fund 17.7 80 -22 9.7 +0.3
EFA iShares MSCI EAFE ETF 17.7 35 23 6.5 -2.8
FEUZ First Trust Eurozone AlphaDEX ETF 17.7 80 -22 4.3 -5.0
GSID Goldman Sachs MarketBeta International Equity ETF 17.7 20 38 6.6 -2.7
IMTM iShares MSCI Intl Momentum Factor ETF 17.4 30 28 6.6 -2.7
HFXI IQ FTSE International Equity Currency Neutral ETF 17.4 20 38 6.8 -2.5
UMMA Wahed Dow Jones Islamic World ETF 17.3 65 -7 4.6 -4.8
RFEU First Trust Riverfront Dynamic Europe ETF 17.3 83 -25 8.8 -0.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 17.2 14 44 5.8 -3.5
NUDM Nuveen ESG International Developed Markets Equity ETF 17.1 31 27 6.3 -3.1
FENI Fidelity Enhanced International ETF 17.0 28 30 8.0 -1.3
IDHQ Invesco S&P International Developed High Quality ETF 17.0 29 29 6.2 -3.1
IQLT iShares MSCI Intl Quality Factor ETF 16.7 30 28 6.0 -3.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 16.7 40 18 7.8 -1.5
LUX Tema Luxury ETF 16.7 75 -17 3.9 -5.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 16.5 20 38 6.8 -2.6
DWM WisdomTree International Equity Fund 16.5 48 10 7.8 -1.6
EWN iShares MSCI Netherlands ETF 16.5 50 8 4.6 -4.7
IQIN IQ 500 International ETF 16.4 25 33 8.7 -0.6
BKCI BNY Mellon Concentrated International ETF 16.0 80 -22 3.8 -5.5
IEFA iShares Core MSCI EAFE ETF 15.8 7 51 6.7 -2.6
BKIE BNY Mellon International Equity ETF 15.6 4 54 6.9 -2.5
JIG JPMorgan International Growth ETF 15.5 55 3 4.3 -5.1
JHMD John Hancock Multifactor Developed International ETF 15.0 39 19 7.4 -1.9
DIVI Franklin International Core Dividend Tilt Index ETF 14.9 9 49 7.6 -1.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 14.9 30 28 6.7 -2.6
IMFL Invesco International Developed Dynamic Multifactor ETF 14.9 34 24 10.7 +1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 14.9 25 33 7.0 -2.3
QINT American Century Quality Diversified International ETF 14.4 39 19 7.7 -1.7
IDEV iShares Core MSCI International Developed Markets ETF 14.1 4 54 6.8 -2.5
SCHF Schwab International Equity ETF 14.0 6 52 7.1 -2.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 13.9 32 26 5.7 -3.7
IVLU iShares MSCI Intl Value Factor ETF 13.7 30 28 10.9 +1.6
CGXU Capital Group International Focus Equity ETF 13.6 54 4 5.1 -4.3
DFSI Dimensional International Sustainability Core 1 ETF 13.1 24 34 6.1 -3.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 12.9 80 -22 5.2 -4.1
FIVA Fidelity International Value Factor ETF 12.8 18 40 9.8 +0.5
SPDW SPDR Portfolio Developed World ex-US ETF 12.8 3 55 6.8 -2.5
EWP iShares MSCI Spain ETF 12.7 50 8 7.9 -1.4
INTF iShares International Equity Factor ETF 12.7 15 43 8.0 -1.4
VEA Vanguard FTSE Developed Markets ETF 12.7 5 53 6.9 -2.5
FICS First Trust International Developed Capital Strength ETF 12.6 70 -12 4.3 -5.1
FEP First Trust Europe AlphaDEX Fund 12.5 80 -22 5.5 -3.8
DFAI Dimensional International Core Equity Market ETF 12.3 18 40 7.0 -2.4
LUXX Roundhill S&P Global Luxury ETF 12.3 45 13 3.0 -6.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 12.3 80 -22 3.5 -5.9
CIL VictoryShares International Volatility Wtd ETF 12.1 45 13 6.8 -2.5
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 12.1 51 7 6.7 -2.6
DIHP Dimensional International High Profitability ETF 11.9 29 29 7.4 -1.9
CGGO Capital Group Global Growth Equity ETF 11.8 47 11 4.8 -4.6
DTH WisdomTree International High Dividend Fund 11.8 58 0 10.0 +0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.8 41 17 6.7 -2.7
SXUS Janus Henderson International Sustainable Equity ETF 11.6 60 -2 4.1 -5.3
CWI SPDR MSCI ACWI ex-US ETF 11.6 30 28 6.7 -2.6
EFV iShares MSCI EAFE Value ETF 11.5 34 24 8.9 -0.4
ACWX iShares MSCI ACWI ex U.S. ETF 11.2 34 24 6.8 -2.6
JHID John Hancock International High Dividend ETF 11.1 46 12 11.0 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.1 39 19 7.7 -1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 11.0 45 13 8.6 -0.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11.0 39 19 7.2 -2.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 10.8 22 36 5.9 -3.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 10.7 42 16 7.4 -1.9
CLNR IQ Cleaner Transport ETF 10.6 45 13 6.3 -3.0
EUDV ProShares MSCI Europe Dividend Growers ETF 10.4 55 3 4.9 -4.4
IDOG ALPS International Sector Dividend Dogs ETF 10.4 50 8 11.5 +2.1
DWMF WisdomTree International Multifactor Fund 10.3 38 20 7.4 -2.0
FNDF Schwab Fundamental International Large Co. Index ETF 10.2 25 33 9.2 -0.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 10.1 65 -7 5.8 -3.5
IXUS iShares Core MSCI Total International Stock ETF 10.0 7 51 7.0 -2.3
DFIV Dimensional International Value ETF 10.0 27 31 9.7 +0.4
FDEV Fidelity International Multifactor ETF 9.9 18 40 7.4 -1.9
DFIC Dimensional International Core Equity 2 ETF 9.8 23 35 7.5 -1.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 9.5 58 0 9.2 -0.1
RFDI First Trust Riverfront Dynamic Developed International ETF 9.4 83 -25 8.8 -0.6
AVIV Avantis International Large Cap Value ETF 9.2 25 33 8.8 -0.5
VIGI Vanguard International Dividend Appreciation ETF 9.1 15 43 5.7 -3.6
VEU Vanguard FTSE All-World ex-US Index Fund 9.1 8 50 7.0 -2.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 9.0 9 49 9.5 +0.2
AVDE Avantis International Equity ETF 9.0 23 35 7.8 -1.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 9.0 47 11 9.1 -0.2
OCEN IQ Clean Oceans ETF 8.9 45 13 5.6 -3.7
TPIF Timothy Plan International ETF 8.8 62 -4 6.5 -2.8
EUFN iShares MSCI Europe Financials ETF 8.8 51 7 8.0 -1.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 8.8 29 29 8.6 -0.8
IMOM Alpha Architect International Quantitative Momentum ETF 8.8 49 9 7.3 -2.1
WRND IQ Global Equity R&D Leaders ETF 8.7 18 40 7.1 -2.3
ISZE iShares MSCI Intl Size Factor ETF 8.6 30 28 6.7 -2.6
RXI iShares Global Consumer Discretionary ETF 8.4 41 17 5.8 -3.5
IGRO iShares International Dividend Growth ETF 8.4 15 43 7.1 -2.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.4 65 -7 12.3 +2.9
DSTX Distillate International Fundamental Stability & Value ETF 8.3 55 3 8.6 -0.7
LVHI Franklin International Low Volatility High Dividend Index ET 8.3 40 18 10.3 +1.0
DIM WisdomTree International MidCap Dividend Fund 8.3 58 0 7.5 -1.8
MOTI VanEck Morningstar International Moat ETF 8.1 58 0 6.2 -3.1
VXUS Vanguard Total International Stock ETF 8.1 7 51 6.9 -2.4
KXI iShares Global Consumer Staples ETF 8.0 41 17 5.5 -3.8
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 7.9 20 38 10.2 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 7.8 42 16 5.2 -4.1
IQDF FlexShares International Quality Dividend Index Fund 7.8 47 11 8.9 -0.4
EXI iShares Global Industrials ETF 7.7 42 16 4.9 -4.5
IDLV Invesco S&P International Developed Low Volatility ETF 7.7 25 33 5.8 -3.5
VSGX Vanguard ESG International Stock ETF 7.7 12 46 6.5 -2.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.6 50 8 5.0 -4.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 7.6 39 19 13.1 +3.7
IDMO Invesco S&P International Developed Momentum ETF 7.5 25 33 7.6 -1.8
TEMP JPMorgan Climate Change Solutions ETF 7.4 49 9 5.3 -4.1
AGQI First Trust Active Global Quality Income ETF 7.4 85 -27 5.4 -3.9
WWJD Inspire International ETF 7.3 80 -22 6.9 -2.4
IQDE FlexShares International Quality Dividend Defensive Index ET 7.3 47 11 8.2 -1.1
VYMI Vanguard International High Dividend Yield ETF 7.1 22 36 9.6 +0.2
UIVM VictoryShares International Value Momentum ETF 6.8 35 23 10.5 +1.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 6.8 24 34 8.3 -1.0
JGLO JPMorgan Global Select Equity ETF 6.6 33 25 4.5 -4.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.6 65 -7 8.3 -1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 6.6 30 28 7.9 -1.5
FDTX Fidelity Disruptive Technology ETF 6.5 50 8 3.0 -6.4
NTZG Nuveen Global Net Zero Transition ETF 6.5 56 2 4.8 -4.6
VWID Virtus WMC International Dividend ETF 6.2 49 9 9.2 -0.1
KOCG FIS Knights of Columbus Global Belief ETF 6.2 75 -17 5.4 -4.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.1 80 -22 8.1 -1.3
JPIN J.P. Morgan Diversified Return International Equity ETF 5.9 37 21 8.5 -0.9
RODE Hartford Multifactor Diversified International ETF 5.9 29 29 11.4 +2.1
FIDI Fidelity International High Dividend ETF 5.6 18 40 10.4 +1.1
BINV Brandes International ETF 5.6 70 -12 8.2 -1.1
BULD Pacer BlueStar Engineering the Future ETF 5.5 60 -2 1.2 -8.1
DGT SPDR Global Dow ETF 5.4 50 8 6.6 -2.7
CARZ First Trust NASDAQ Global Auto Index Fund 5.3 70 -12 2.9 -6.4
PRNT 3D Printing ETF 5.2 66 -8 -1.2 -10.6
BNE Blue Horizon BNE ETF 5.2 87 -29 5.2 -4.1
IOO iShares Global 100 ETF 5.2 41 17 4.9 -4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 5.1 9 49 5.4 -3.9
IEUS iShares MSCI Europe Small-Cap ETF 5.1 42 16 5.8 -3.5
GCOW Pacer Global Cash Cows Dividend ETF 5.0 60 -2 12.1 +2.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.0 45 13 -0.5 -9.8
IBOT Vaneck Robotics ETF 4.9 47 11 3.7 -5.6
TTAI FCF International Quality ETF 4.9 59 -1 6.6 -2.8
XT iShares Exponential Technologies ETF 4.9 46 12 4.7 -4.6
VIDI Vident International Equity Strategy ETF 4.9 61 -3 11.9 +2.5
MOTG VanEck Morningstar Global Wide Moat ETF 4.8 52 6 5.7 -3.7
IPKW Invesco International BuyBack Achievers ETF 4.8 55 3 9.5 +0.2
FINE Themes European Luxury ETF 4.7 35 23 -2.7 -12.0
TOK iShares MSCI Kokusai ETF 4.7 26 32 5.2 -4.1
IXN iShares Global Tech ETF 4.6 41 17 4.3 -5.0
BLES Inspire Global Hope ETF 4.6 61 -3 6.4 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 28 5.9 -3.5
JRNY ALPS Global Travel Beneficiaries ETF 4.5 65 -7 -1.2 -10.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.5 25 33 5.7 -3.6
TINY ProShares Nanotechnology ETF 4.5 58 0 1.4 -8.0
URTH iShares MSCI World ETF 4.4 24 34 5.4 -4.0
IDV iShares International Select Dividend ETF 4.4 51 7 12.0 +2.7
DFIS Dimensional International Small Cap ETF 4.4 39 19 6.4 -3.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.4 58 0 4.7 -4.6
IVAL Alpha Architect International Quantitative Value ETF 4.4 49 9 10.2 +0.9
CID VictoryShares International High Div Volatility Wtd ETF 4.3 45 13 9.0 -0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.2 12 46 4.8 -4.5
GDVD R3 Global Dividend Growth ETF 4.2 88 -30 5.6 -3.8
ACWI iShares MSCI ACWI ETF 4.0 32 26 5.5 -3.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.9 70 -12 3.8 -5.5
AIVI WisdomTree International AI Enhanced Value Fund 3.9 58 0 8.0 -1.4
HART IQ Healthy Hearts ETF 3.9 45 13 5.2 -4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.8 9 49 5.7 -3.7
SCHY Schwab International Dividend Equity ETF 3.8 14 44 8.9 -0.4
EFNL iShares MSCI Finland ETF 3.8 56 2 8.0 -1.4
IXP iShares Global Comm Services ETF 3.7 42 16 5.4 -3.9
DIVS SmartETFs Dividend Builder ETF 3.7 65 -7 5.1 -4.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.7 20 38 5.3 -4.0
TOLL Tema Monopolies and Oligopolies ETF 3.7 75 -17 2.8 -6.6
MOTO SmartETFs Smart Transportation & Technology ETF 3.7 68 -10 7.1 -2.2
FYLD Cambria Foreign Shareholder Yield ETF 3.6 59 -1 12.2 +2.8
KLDW Knowledge Leaders Developed World ETF 3.6 75 -17 4.8 -4.6
VT Vanguard Total World Stock ETF 3.5 7 51 5.8 -3.6
EWK iShares MSCI Belgium ETF 3.4 50 8 7.6 -1.8
IXJ iShares Global Healthcare ETF 3.4 42 16 5.8 -3.5
AIQ Global X Artificial Intelligence & Technology ETF 3.3 68 -10 4.0 -5.3
GBUY Goldman Sachs Future Consumer Equity ETF 3.3 75 -17 3.7 -5.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.3 79 -21 4.9 -4.5
DISV Dimensional International Small Cap Value ETF 3.2 42 16 8.8 -0.6
SCZ iShares MSCI EAFE Small-Cap ETF 3.2 40 18 6.2 -3.2
ISCF iShares International SmallCap Equity Factor ETF 3.2 23 35 8.7 -0.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.2 55 3 3.5 -5.9
FPXI First Trust International Equity Opportunities ETF 3.1 70 -12 4.0 -5.3
GVAL Cambria Global Value ETF 3.1 68 -10 12.9 +3.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.0 47 11 5.7 -3.6
GSFP Goldman Sachs Future Planet Equity ETF 3.0 75 -17 4.5 -4.9
FNDC Schwab Fundamental International Small Co. Index ETF 3.0 39 19 7.0 -2.4
DINT Davis Select International ETF 3.0 55 3 6.2 -3.1
SNSR Global X Internet of Things ETF 2.9 68 -10 4.3 -5.1
FBOT Fidelity Disruptive Automation ETF 2.8 50 8 3.8 -5.5
SCHC Schwab International Small-Cap Equity ETF 2.8 11 47 6.2 -3.1
EFAS Global X MSCI SuperDividend EAFE ETF 2.8 57 1 9.7 +0.4
FDD First Trust Stoxx European Select Dividend Index Fund 2.8 58 0 12.9 +3.6
NETZ TCW Transform Systems ETF 2.8 75 -17 3.8 -5.5
MXI iShares Global Materials ETF 2.8 41 17 6.8 -2.6
INNO Harbor Disruptive Innovation ETF 2.7 75 -17 -1.5 -10.9
GLOF iShares Global Equity Factor ETF 2.7 20 38 7.2 -2.1
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -12 1.9 -7.4
IDNA iShares Genomics Immunology and Healthcare ETF 2.7 47 11 -4.0 -13.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.7 56 2 13.6 +4.2
DEW WisdomTree Global High Dividend Fund 2.7 58 0 8.7 -0.7
CLOD Themes Cloud Computing ETF 2.6 35 23 3.7 -5.6
ROBO ROBO Global Robotics & Automation Index ETF 2.6 95 -37 3.3 -6.1
IDRV iShares Self-driving EV & Tech ETF 2.6 47 11 -0.4 -9.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.6 49 9 6.4 -2.9
FID First Trust S&P International Dividend Aristocrats ETF 2.4 60 -2 9.4 +0.1
BTEK Future Tech ETF 2.3 88 -30 2.3 -7.1
IVEG iShares Emergent Food and AgTech Multisector ETF 2.3 47 11 8.2 -1.1
DTEC ALPS Disruptive Technologies ETF 2.3 50 8 3.2 -6.2
SYNB Putnam BioRevolution ETF 2.3 70 -12 2.9 -6.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.2 80 -22 4.5 -4.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.2 56 2 1.3 -8.0
SHPP Pacer Industrials and Logistics ETF 2.2 60 -2 8.5 -0.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -7 1.3 -8.1
IXG iShares Global Financials ETF 2.1 42 16 6.6 -2.7
CGUS Capital Group Core Equity ETF 2.1 33 25 4.6 -4.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.1 7 51 6.4 -3.0
WLDR Affinity World Leaders Equity ETF 2.1 67 -9 8.4 -0.9
FPAG FPA Global Equity ETF 2.0 49 9 5.5 -3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.0 49 9 10.7 +1.4
AVDV Avantis International Small Cap Value ETF 2.0 36 22 7.7 -1.7
CGGR Capital Group Growth ETF 2.0 39 19 3.6 -5.7
WDIV SPDR S&P Global Dividend ETF 1.9 40 18 9.6 +0.3
TMFG Motley Fool Global Opportunities ETF 1.9 85 -27 3.4 -6.0
OGIG ALPS O'Shares Global Internet Giants ETF 1.8 48 10 0.6 -8.7
SAGP Strategas Global Policy Opportunities ETF 1.8 65 -7 5.3 -4.1
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 43 7.7 -1.6
GINN Goldman Sachs Innovate Equity ETF 1.8 52 6 2.7 -6.6
NXTG First Trust Indxx NextG ETF 1.8 70 -12 5.9 -3.5
KNCT Invesco Next Gen Connectivity ETF 1.7 40 18 5.7 -3.7
BECO BlackRock Future Climate and Sustainable Economy ETF 1.7 70 -12 12.8 +3.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.6 45 13 5.8 -3.5
ROYA Tema Global Royalties ETF 1.6 75 -17 4.4 -4.9
HJEN Direxion Hydrogen ETF 1.5 45 13 -6.7 -16.1
HDRO Defiance Next Gen H2 ETF 1.5 30 28 -13.0 -22.3
EWI iShares MSCI Italy ETF 1.5 50 8 8.3 -1.1
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -2 4.6 -4.7
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -12 9.2 -0.1
IQM Franklin Intelligent Machines ETF 1.3 50 8 3.5 -5.8
DLS WisdomTree International SmallCap Dividend Fund 1.3 58 0 8.4 -0.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -3 2.7 -6.6
IDAT iShares Future Cloud 5G and Tech ETF 1.2 47 11 4.4 -5.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 46 12 5.3 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 38 6.2 -3.1
WDNA WisdomTree BioRevolution Fund 1.1 45 13 -3.7 -13.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.1 80 -22 9.4 +0.1
HAIL SPDR S&P Kensho Smart Mobility ETF 1.0 45 13 -2.8 -12.1
MOO VanEck Agribusiness ETF 1.0 53 5 9.6 +0.3
DWX SPDR S&P International Dividend ETF 1.0 45 13 6.6 -2.7
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -1 3.4 -5.9
AGNG Global X Aging Population ETF 1.0 50 8 3.9 -5.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.9 49 9 5.6 -3.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.9 75 -17 4.6 -4.7
IQRA IQ CBRE Real Assets ETF 0.9 65 -7 5.5 -3.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.9 39 19 -2.7 -12.1
MVPS Amplify Thematic All-Stars ETF 0.9 49 9 3.1 -6.3
PBD Invesco Global Clean Energy ETF 0.9 75 -17 -7.0 -16.3
HAP VanEck Natural Resources ETF 0.9 50 8 10.0 +0.6
KROP Global X AgTech & Food Innovation ETF 0.9 50 8 4.7 -4.6
VICE AdvisorShares Vice ETF 0.9 99 -41 5.4 -3.9
TINT ProShares Smart Materials ETF 0.9 58 0 5.6 -3.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.8 60 -2 0.5 -8.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.8 68 -10 0.3 -9.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 11 1.9 -7.4
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -10 5.7 -3.7
MDEV First Trust Indxx Medical Devices ETF 0.8 70 -12 4.3 -5.0
CHAT Roundhill Generative AI & Technology ETF 0.8 75 -17 4.0 -5.3
SUPL ProShares Supply Chain Logistics ETF 0.8 58 0 14.1 +4.8
AWAY ETFMG Travel Tech ETF 0.8 76 -18 -4.3 -13.6
JETS U.S. Global Jets ETF 0.8 60 -2 -15.6 -25.0
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 13 3.6 -5.7
CANC Tema Oncology ETF 0.7 75 -17 -4.1 -13.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 0 10.5 +1.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -17 3.1 -6.3
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -31 4.9 -4.5
FAN First Trust Global Wind Energy ETF 0.6 60 -2 5.3 -4.0
FDVV Fidelity High Dividend ETF 0.6 15 43 9.0 -0.4
FIXT Procure Disaster Recovery Strategy ETF 0.6 75 -17 5.9 -3.4
BUYZ Franklin Disruptive Commerce ETF 0.5 50 8 2.2 -7.2
DFNL Davis Select Financial ETF 0.5 63 -5 7.2 -2.2
DWLD Davis Select Worldwide ETF 0.5 63 -5 7.0 -2.4
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.5 18 40 7.0 -2.3
ISHP First Trust Nasdaq Retail ETF 0.5 60 -2 3.2 -6.1
FDNI First Trust Dow Jones International Internet ETF 0.5 65 -7 3.0 -6.4
EWO iShares MSCI Austria ETF 0.4 50 8 12.5 +3.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 11 8.0 -1.3
QTUM Defiance Quantum ETF 0.4 40 18 4.4 -5.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 12.7 +3.4
SHLD Global X Defense Tech ETF 0.4 50 8 5.0 -4.3
LNGG Roundhill Alerian LNG ETF 0.4 65 -7 8.5 -0.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.3 33 25 7.1 -2.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 13 3.2 -6.2
ARVR First Trust Indxx Metaverse ETF 0.3 70 -12 1.7 -7.6
PRAY FIS Christian Stock Fund 0.3 69 -11 6.0 -3.4
GWX SPDR S&P International Small Cap ETF 0.3 40 18 6.2 -3.1
STXV Strive 1000 Value ETF 0.3 18 40 7.7 -1.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -17 4.4 -5.0
EIRL iShares MSCI Ireland ETF 0.3 50 8 5.7 -3.6
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.2 -6.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -17 4.3 -5.0
RVRB Reverb ETF 0.3 30 28 5.0 -4.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 20 5.1 -4.2
ICAP InfraCap Equity Income Fund ETF 0.2 171 -113 6.5 -2.8
FMIL Fidelity New Millennium ETF 0.2 59 -1 4.6 -4.7
KOMP SPDR S&P Kensho New Economies Composite ETF 0.2 20 38 1.1 -8.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 69 -11 2.5 -6.8
SEA U.S. Global Sea to Sky Cargo ETF 0.2 60 -2 17.7 +8.3
AHOY Newday Ocean Health ETF 0.2 75 -17 5.5 -3.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 -10 4.2 -5.1
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 4.3 -5.1
UFO Procure Space ETF 0.2 75 -17 -1.1 -10.4
APIE ActivePassive International Equity ETF 0.2 45 13 7.6 -1.8
CUT Invesco MSCI Global Timber ETF 0.2 61 -3 8.2 -1.1
FMET Fidelity Metaverse ETF 0.2 39 19 5.1 -4.2
ARKX ARK Space Exploration & Innovation ETF 0.2 75 -17 2.2 -7.1
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 3.9 -5.4
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 11 -3.9 -13.2
PIO Invesco Global Water ETF 0.1 75 -17 5.8 -3.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 4.9 -4.4
CRUZ Defiance Hotel Airline and Cruise ETF 0.1 45 13 -5.1 -14.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 4.0 -5.4
STRV Strive 500 ETF 0.1 5 53 5.2 -4.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -27 8.7 -0.6
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 13.0 +3.7
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -3 19.9 +10.6
NIKL Sprott Nickel Miners ETF 0.1 75 -17 10.6 +1.3
SETM Sprott Energy Transition Materials ETF 0.1 65 -7 6.4 -2.9
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 14.2 +4.9
DMAT Global X Disruptive Materials ETF 0.1 59 -1 12.1 +2.7
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 14.0 +4.7
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -1 0.6 -8.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.1 46 12 9.3 -0.1
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 19 9.5 +0.1
IGF iShares Global Infrastructure ETF 0.1 41 17 4.8 -4.5
GII SPDR S&P Global Infrastructure ETF 0.1 40 18 4.8 -4.5
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 23 5.4 -4.0
CGV Conductor Global Equity Value ETF 0.1 130 -72 10.5 +1.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.1 49 9 5.6 -3.7
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -17 3.6 -5.7
HYDR Global X Hydrogen ETF 0.0 50 8 -14.3 -23.6
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -17 5.7 -3.7
FRNW Fidelity Clean Energy ETF 0.0 39 19 3.7 -5.6
SMOG VanEck Low Carbon Energy ETF 0.0 61 -3 2.7 -6.6
RNRG Global X Renewable Energy Producers ETF 0.0 66 -8 4.6 -4.7
TAN Invesco Solar ETF 0.0 67 -9 3.2 -6.1
ICLN iShares Global Clean Energy ETF 0.0 41 17 4.8 -4.6
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 7.4 -2.0
TGRW T. Rowe Price Growth Stock ETF 0.0 52 6 4.0 -5.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree Europe Hedged Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.5 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.61
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.