WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 6.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 15.4x P/Sales
ratio		 1.4x
P/BV
ratio		 2.1x Div.
yield		 2.6%


  • 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) $1,720
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 139
Wgt avg mkt cap (mns) $115,280
Large cap (>$10bn) 86.6%
Mid cap ($2-10bn) 11.4%
Small cap (<$2bn) 1.7%
Developed mkts 99.4%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BANCO BILBAO VIZCAYA ARGENTA 8.8 %
BANCO SANTANDER SA 6.7 %
DEUTSCHE TELEKOM AG 5.6 %
SIEMENS AG-REG 4.7 %
LVMH MOET HENNESSY LOUIS VUI 3.8 %
MUENCHENER RUECKVER AG-REG 3.5 %
SANOFI-AVENTIS 3.4 %
L'OREAL 3.2 %
SAP AG 2.9 %
ASML HOLDING NV 2.8 %
Total 45.4 %

TOP COUNTRY EXPOSURE
GERMANY 27.9 %
SPAIN 23.4 %
FRANCE 22.1 %
NETHERLANDS 13.5 %
FINLAND 5.3 %
ITALY 5.3 %
BELGIUM 3.9 %
LUXEMBOURG 0.9 %
SWITZERLAND 0.7 %
AUSTRIA 0.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.5% 20.5% 14.9% 8.9% 8.5%

Market Correlations
versus... Beta R-squared
S&P500 1.09 17%
MSCI EAFE 1.00 19%
MSCI Emg. Mkts. 0.93 19%

Technical Indicators
Recent close $50.96
30d moving avg. $51.66
Annualized volatility 34.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 47
Turnover 0.1%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $6,948

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 350 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™: 6.6%


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 45.4 45 13 6.8 +0.2
EZU iShares MSCI Eurozone ETF 41.8 52 6 6.6 -0.0
FEZ SPDR EURO STOXX 50 ETF 40.0 29 29 6.5 -0.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 28.1 58 0 6.7 +0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 26.9 46 12 6.6 0.0
BBEU JPMorgan BetaBuilders Europe ETF 26.8 9 49 7.1 +0.6
FLEE Franklin FTSE Europe ETF 25.0 9 49 7.1 +0.6
IEV iShares Europe ETF 25.0 67 -9 6.7 +0.1
EWG iShares MSCI Germany ETF 24.6 50 8 6.5 -0.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 24.2 25 33 7.2 +0.6
IEUR iShares Core MSCI Europe ETF 23.5 11 47 7.2 +0.6
DAX Global X DAX Germany ETF 23.1 21 37 6.9 +0.3
SPEU SPDR Portfolio Europe ETF 22.9 7 51 7.3 +0.7
VGK Vanguard FTSE Europe ETF 22.5 6 52 7.4 +0.8
EFG iShares MSCI EAFE Growth ETF 21.9 36 22 4.4 -2.2
EWQ iShares MSCI France ETF 21.8 53 5 6.9 +0.3
FLGR Franklin FTSE Germany ETF 20.3 9 49 7.2 +0.7
CGXU Capital Group International Focus Equity ETF 19.8 54 4 5.6 -0.9
JIRE JPMorgan International Research Enhanced Equity ETF 19.5 24 34 7.0 +0.4
FENI Fidelity Enhanced International ETF 19.2 28 30 6.3 -0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.1 35 23 6.4 -0.2
EWP iShares MSCI Spain ETF 19.1 50 8 6.9 +0.3
CGIE Capital Group International Equity ETF 18.9 54 4 5.0 -1.5
FEUZ First Trust Eurozone AlphaDEX ETF 18.8 80 -22 7.9 +1.3
IQSI IQ Candriam International Equity ETF 18.7 15 43 6.3 -0.2
BKCI BNY Mellon Concentrated International ETF 18.5 80 -22 5.2 -1.4
DOL WisdomTree International LargeCap Dividend Fund 18.1 48 10 7.0 +0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 18.0 36 22 6.4 -0.2
OSEA Harbor International Compounders ETF 18.0 55 3 5.0 -1.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 17.8 20 38 6.3 -0.3
ESGD iShares ESG Aware MSCI EAFE ETF 17.4 20 38 6.6 +0.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 17.2 58 0 6.5 -0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 17.0 20 38 6.7 +0.1
DMXF iShares ESG Advanced MSCI EAFE ETF 17.0 12 46 5.4 -1.2
GSID Goldman Sachs MarketBeta International Equity ETF 16.9 20 38 6.6 +0.1
IQDG WisdomTree International Quality Dividend Growth Fund 16.9 42 16 6.7 +0.1
EFA iShares MSCI EAFE ETF 16.7 35 23 6.5 -0.0
STXI Strive International Developed Markets ETF 16.5 29 29 6.5 -0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 16.4 31 27 6.1 -0.5
DTAN Sparkline International Intangible Value ETF 16.4 55 3 8.2 +1.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 16.2 32 26 6.0 -0.6
PATN Pacer Nasdaq International Patent Leaders ETF 15.7 65 -7 5.5 -1.1
BKIE BNY Mellon International Equity ETF 15.2 4 54 6.8 +0.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 15.2 40 18 7.2 +0.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 15.0 14 44 6.1 -0.5
DWM WisdomTree International Equity Fund 14.8 48 10 7.2 +0.6
IEFA iShares Core MSCI EAFE ETF 14.7 7 51 6.9 +0.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 14.6 12 46 6.0 -0.6
UMMA Wahed Dow Jones Islamic World ETF 14.2 65 -7 5.0 -1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 14.2 25 33 7.0 +0.4
EWN iShares MSCI Netherlands ETF 14.2 50 8 5.5 -1.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 14.1 58 0 8.8 +2.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 14.1 20 38 6.2 -0.3
QINT American Century Quality Diversified International ETF 13.9 39 19 6.9 +0.4
JHMD John Hancock Multifactor Developed International ETF 13.7 39 19 7.3 +0.8
IQLT iShares MSCI Intl Quality Factor ETF 13.4 30 28 6.3 -0.3
JIG JPMorgan International Growth ETF 13.4 55 3 4.8 -1.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 13.4 30 28 6.9 +0.3
DIVI Franklin International Core Dividend Tilt Index ETF 13.2 9 49 7.8 +1.2
IMTM iShares MSCI Intl Momentum Factor ETF 13.1 30 28 5.6 -1.0
IDEV iShares Core MSCI International Developed Markets ETF 13.0 4 54 6.8 +0.3
FEP First Trust Europe AlphaDEX Fund 13.0 80 -22 8.3 +1.7
IMFL Invesco International Developed Dynamic Multifactor ETF 12.9 34 24 5.7 -0.8
EUFN iShares MSCI Europe Financials ETF 12.9 51 7 8.0 +1.4
RFEU First Trust Riverfront Dynamic Europe ETF 12.9 83 -25 10.1 +3.6
CIL VictoryShares International Volatility Wtd ETF 12.8 45 13 6.4 -0.1
SCHF Schwab International Equity ETF 12.8 6 52 7.0 +0.4
IDHQ Invesco S&P International Developed High Quality ETF 12.5 29 29 6.5 -0.1
EUDV ProShares MSCI Europe Dividend Growers ETF 12.4 55 3 6.3 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 12.0 3 55 6.8 +0.2
INTF iShares International Equity Factor ETF 11.9 15 43 7.5 +0.9
VEA Vanguard FTSE Developed Markets ETF 11.8 3 55 7.0 +0.4
DIHP Dimensional International High Profitability ETF 11.5 29 29 6.8 +0.2
FICS First Trust International Developed Capital Strength ETF 11.4 70 -12 7.4 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 11.3 24 34 6.3 -0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.3 41 17 7.2 +0.6
IVLU iShares MSCI Intl Value Factor ETF 11.3 30 28 9.8 +3.2
FIVA Fidelity International Value Factor ETF 11.2 18 40 9.4 +2.9
DFAI Dimensional International Core Equity Market ETF 11.1 18 40 6.9 +0.4
JHID John Hancock International High Dividend ETF 11.0 46 12 8.7 +2.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.7 18 40 7.4 +0.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 10.6 39 19 6.4 -0.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 10.5 39 19 7.8 +1.2
INEQ Columbia International Equity Income ETF 10.5 45 13 7.7 +1.1
JGLO JPMorgan Global Select Equity ETF 10.4 33 25 5.1 -1.5
ITOL Tema International Durable Quality ETF 10.4 60 -2 5.9 -0.6
CWI SPDR MSCI ACWI ex-US ETF 10.4 30 28 7.5 +0.9
ACWX iShares MSCI ACWI ex U.S. ETF 10.2 34 24 7.5 +0.9
FGM First Trust Germany AlphaDEX Fund 9.9 80 -22 7.1 +0.5
EFV iShares MSCI EAFE Value ETF 9.8 34 24 8.7 +2.2
IDMO Invesco S&P International Developed Momentum ETF 9.8 25 33 6.0 -0.6
CGGO Capital Group Global Growth Equity ETF 9.8 47 11 4.3 -2.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 9.6 22 36 5.9 -0.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 9.5 65 -7 4.8 -1.8
IGRO iShares International Dividend Growth ETF 9.4 15 43 7.1 +0.5
TPIF Timothy Plan International ETF 9.3 62 -4 6.1 -0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 9.3 45 13 8.5 +2.0
DWMF WisdomTree International Multifactor Fund 9.2 38 20 7.1 +0.5
VIGI Vanguard International Dividend Appreciation ETF 9.1 10 48 6.5 -0.1
IXUS iShares Core MSCI Total International Stock ETF 9.0 7 51 7.7 +1.1
VEU Vanguard FTSE All-World ex-US Index Fund 9.0 4 54 7.8 +1.3
AVDE Avantis International Equity ETF 8.7 23 35 7.2 +0.6
DFIC Dimensional International Core Equity 2 ETF 8.7 23 35 7.2 +0.7
FNDF Schwab Fundamental International Large Co. Index ETF 8.7 25 33 9.2 +2.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 8.6 50 8 6.0 -0.6
VXUS Vanguard Total International Stock ETF 8.6 5 53 7.8 +1.2
DIM WisdomTree International MidCap Dividend Fund 8.6 58 0 7.2 +0.7
AVIV Avantis International Large Cap Value ETF 8.6 25 33 8.4 +1.8
AVSD Avantis Responsible International Equity ETF 8.5 23 35 5.2 -1.4
FDEV Fidelity International Multifactor ETF 8.2 18 40 7.6 +1.0
DFIV Dimensional International Value ETF 8.2 27 31 9.1 +2.5
VSGX Vanguard ESG International Stock ETF 8.2 10 48 7.7 +1.1
KXI iShares Global Consumer Staples ETF 8.1 41 17 5.8 -0.8
EXI iShares Global Industrials ETF 8.0 42 16 4.5 -2.1
UIVM VictoryShares International Value Momentum ETF 7.9 35 23 8.5 +1.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 7.9 29 29 7.7 +1.1
OCEN IQ Clean Oceans ETF 7.8 45 13 5.1 -1.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 7.7 24 34 7.3 +0.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.7 80 -22 4.4 -2.2
WWJD Inspire International ETF 7.5 80 -22 7.2 +0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 7.5 42 16 5.4 -1.2
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 7.5 9 49 8.8 +2.2
MOTG VanEck Morningstar Global Wide Moat ETF 7.4 52 6 9.0 +2.5
FDTX Fidelity Disruptive Technology ETF 7.4 50 8 2.8 -3.8
PPIE Putnam PanAgora ESG International Equity ETF 7.3 49 9 7.2 +0.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 7.3 65 -7 10.4 +3.8
CLNR IQ Cleaner Transport ETF 7.2 45 13 5.0 -1.5
DXIV Dimensional International Vector Equity ETF 7.1 34 24 7.7 +1.1
PCGG Polen Capital Global Growth ETF 6.7 85 -27 4.3 -2.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 6.5 42 16 6.5 -0.1
DTH WisdomTree International High Dividend Fund 6.5 58 0 8.1 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 6.4 75 -17 4.9 -1.7
WRND IQ Global Equity R&D Leaders ETF 6.3 18 40 7.8 +1.3
OAIM OneAscent International Equity ETF 6.2 95 -37 5.6 -1.0
FINE Themes European Luxury ETF 6.0 35 23 3.9 -2.7
EFNL iShares MSCI Finland ETF 6.0 56 2 6.5 -0.0
RCGE RockCreek Global Equality ETF 6.0 95 -37 6.8 +0.2
MOTI VanEck Morningstar International Moat ETF 6.0 58 0 11.0 +4.4
JPIN J.P. Morgan Diversified Return International Equity ETF 6.0 37 21 8.0 +1.4
PRNT 3D Printing ETF 5.9 66 -8 2.0 -4.6
VYMI Vanguard International High Dividend Yield ETF 5.8 17 41 9.2 +2.6
BINV Brandes International ETF 5.8 70 -12 9.2 +2.7
FEOE First Eagle Overseas Equity ETF 5.8 79 -21 7.2 +0.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.8 30 28 7.7 +1.1
RFDI First Trust Riverfront Dynamic Developed International ETF 5.7 83 -25 9.1 +2.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.6 80 -22 6.1 -0.5
DSTX Distillate International Fundamental Stability & Value ETF 5.6 55 3 7.7 +1.1
TTAI FCF International Quality ETF 5.6 59 -1 7.3 +0.7
RXI iShares Global Consumer Discretionary ETF 5.5 41 17 8.5 +2.0
CGDG Capital Group Dividend Growers ETF 5.5 47 11 6.1 -0.4
MOTO SmartETFs Smart Transportation & Technology ETF 5.5 68 -10 6.9 +0.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.5 80 -22 8.8 +2.2
AIVI WisdomTree International AI Enhanced Value Fund 5.5 58 0 6.9 +0.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.5 58 0 4.6 -2.0
DGT State Street SPDR Global Dow ETF 5.5 50 8 6.7 +0.1
IEUS iShares MSCI Europe Small-Cap ETF 5.3 42 16 7.5 +1.0
CZAR Themes Natural Monopoly ETF 5.1 35 23 5.7 -0.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 5.1 47 11 8.0 +1.5
IDOG ALPS International Sector Dividend Dogs ETF 5.1 50 8 11.6 +5.0
IOO iShares Global 100 ETF 5.1 41 17 4.7 -1.9
VWID Virtus WMC International Dividend ETF 5.0 49 9 8.1 +1.5
TEMP JPMorgan Climate Change Solutions ETF 5.0 49 9 5.6 -0.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.9 60 -2 4.0 -2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 4.9 9 49 5.2 -1.4
DWX SPDR S&P International Dividend ETF 4.8 45 13 7.3 +0.7
HART IQ Healthy Hearts ETF 4.8 45 13 6.4 -0.2
MXI iShares Global Materials ETF 4.8 41 17 7.4 +0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.8 65 -7 8.3 +1.7
KNO AXS Knowledge Leaders ETF 4.7 78 -20 5.9 -0.7
DFIS Dimensional International Small Cap ETF 4.7 39 19 7.2 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.6 25 33 6.0 -0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.6 47 11 5.7 -0.8
IBAT iShares Energy Storage & Materials ETF 4.5 47 11 2.8 -3.8
BLES Inspire Global Hope ETF 4.5 61 -3 7.0 +0.4
IPAV Global X Infrastructure Development ex-U.S. ETF 4.5 55 3 7.0 +0.4
RODE Hartford Multifactor Diversified International ETF 4.4 29 29 10.3 +3.8
IQDF FlexShares International Quality Dividend Index Fund 4.3 47 11 8.6 +2.0
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 5.7 -0.8
TOK iShares MSCI Kokusai ETF 4.3 26 32 5.1 -1.5
JIVE JPMorgan International Value ETF 4.2 55 3 11.0 +4.5
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -7 3.8 -2.8
AGQI First Trust Active Global Quality Income ETF 4.1 85 -27 4.6 -2.0
URTH iShares MSCI World ETF 4.0 24 34 5.1 -1.5
RGEF Rockefeller Global Equity ETF 4.0 55 3 4.7 -1.9
FEGE First Eagle Global Equity ETF 4.0 79 -21 6.7 +0.1
SCHY Schwab International Dividend Equity ETF 4.0 14 44 9.4 +2.8
IMOM Alpha Architect International Quantitative Momentum ETF 3.9 49 9 4.7 -1.9
ICPY Tweedy, Browne International Insider Value ETF 3.9 80 -22 0.0 -6.6
IDLV Invesco S&P International Developed Low Volatility ETF 3.9 25 33 6.6 +0.0
EWK iShares MSCI Belgium ETF 3.9 50 8 4.1 -2.5
FBOT Fidelity Disruptive Automation ETF 3.9 50 8 3.6 -2.9
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 28 5.9 -0.7
DISV Dimensional International Small Cap Value ETF 3.8 42 16 9.1 +2.5
IXN iShares Global Tech ETF 3.8 41 17 3.6 -2.9
ROBO ROBO Global Robotics & Automation Index ETF 3.7 95 -37 3.4 -3.1
ACWI iShares MSCI ACWI ETF 3.6 32 26 5.5 -1.1
GEW Cambria Global EW ETF 3.6 29 29 0.0 -6.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.6 12 46 5.2 -1.4
FNDC Schwab Fundamental International Small Co. Index ETF 3.5 39 19 5.9 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 38 5.7 -0.9
DIVS SmartETFs Dividend Builder ETF 3.5 65 -7 5.1 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 49 5.7 -0.9
IXJ iShares Global Healthcare ETF 3.5 42 16 6.6 +0.1
NETZ TCW Transform Systems ETF 3.4 75 -17 2.7 -3.9
COPY Tweedy, Browne Insider + Value ETF 3.4 80 -22 12.1 +5.5
IDNA iShares Genomics Immunology and Healthcare ETF 3.3 47 11 -2.2 -8.8
FPAG FPA Global Equity ETF 3.2 49 9 5.9 -0.7
IXP iShares Global Comm Services ETF 3.2 42 16 6.0 -0.6
VT Vanguard Total World Stock ETF 3.2 6 52 5.9 -0.7
AKRE Akre Focus ETF 3.1 106 -48 0.0 -6.6
CLOD Themes Cloud Computing ETF 3.1 35 23 3.8 -2.8
IVAL Alpha Architect International Quantitative Value ETF 3.1 49 9 10.6 +4.0
SHPP Pacer Industrials and Logistics ETF 3.1 60 -2 8.4 +1.8
EWI iShares MSCI Italy ETF 3.1 50 8 10.9 +4.3
GSFP Goldman Sachs Future Planet Equity ETF 3.1 75 -17 4.2 -2.4
ISCF iShares International SmallCap Equity Factor ETF 3.1 23 35 8.3 +1.7
VIDI Vident International Equity Strategy ETF 3.0 61 -3 10.6 +4.0
GCOW Pacer Global Cash Cows Dividend ETF 3.0 60 -2 10.4 +3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -7 2.1 -4.5
JSTC Adasina Social Justice All Cap Global ETF 3.0 89 -31 5.2 -1.4
CARZ First Trust NASDAQ Global Auto Index Fund 2.9 70 -12 4.5 -2.1
TINY ProShares Nanotechnology ETF 2.8 58 0 3.4 -3.2
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -12 1.4 -5.2
IXG iShares Global Financials ETF 2.8 42 16 6.8 +0.2
IVES Wedbush ETFMG Global Cloud Technology ETF 2.7 68 -10 6.5 -0.1
SCHC Schwab International Small-Cap Equity ETF 2.7 11 47 7.7 +1.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.7 45 13 1.4 -5.2
BWEB Bitwise Web3 ETF 2.6 85 -27 0.1 -6.5
FIDI Fidelity International High Dividend ETF 2.6 18 40 8.3 +1.7
SCZ iShares MSCI EAFE Small-Cap ETF 2.5 40 18 7.0 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.5 49 9 7.0 +0.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.5 59 -1 6.2 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 2.4 80 -22 4.7 -1.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.4 79 -21 5.2 -1.4
AVDV Avantis International Small Cap Value ETF 2.4 36 22 9.1 +2.5
DLS WisdomTree International SmallCap Dividend Fund 2.4 58 0 8.3 +1.7
AIQ Global X Artificial Intelligence & Technology ETF 2.3 68 -10 3.9 -2.7
DEW WisdomTree Global High Dividend Fund 2.3 58 0 8.3 +1.8
SNSR Global X Internet of Things ETF 2.3 68 -10 5.1 -1.4
NATO Themes Transatlantic Defense ETF 2.3 35 23 2.5 -4.1
GDFN Tema International Defense Innov ETF 2.3 75 -17 3.4 -3.1
DFE WisdomTree Europe SmallCap Dividend Fund 2.3 58 0 8.3 +1.8
XT iShares Exponential Technologies ETF 2.2 46 12 4.8 -1.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.2 65 -7 0.2 -6.4
VOLT Tema Electrification ETF 2.2 75 -17 3.7 -2.9
TCAI Tortoise AI Infrastructure ETF 2.2 65 -7 2.8 -3.8
AVDS Avantis International Small Cap Equity ETF 2.2 30 28 7.1 +0.6
POW VistaShares Electrification Supercycle ETF 2.1 75 -17 3.7 -2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 2 2.8 -3.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.0 8 50 7.4 +0.9
DTEC ALPS Disruptive Technologies ETF 2.0 50 8 3.9 -2.7
BULD Pacer BlueStar Engineering the Future ETF 1.8 60 -2 0.5 -6.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 -10 4.7 -1.9
KNCT Invesco Next Gen Connectivity ETF 1.7 40 18 4.8 -1.8
TMFG Motley Fool Global Opportunities ETF 1.7 85 -27 4.2 -2.4
GLOF iShares Global Equity Factor ETF 1.7 20 38 6.9 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.6 20 38 5.9 -0.6
IPKW Invesco International BuyBack Achievers ETF 1.6 55 3 9.1 +2.5
IBOT Vaneck Robotics ETF 1.6 47 11 4.3 -2.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 19 9.5 +2.9
TINT ProShares Smart Materials ETF 1.4 58 0 6.2 -0.4
WLDR Affinity World Leaders Equity ETF 1.4 67 -9 7.5 +0.9
GINN Goldman Sachs Innovate Equity ETF 1.4 52 6 3.8 -2.8
EFAS Global X MSCI SuperDividend EAFE ETF 1.3 57 1 8.7 +2.1
SAGP Strategas Global Policy Opportunities ETF 1.3 65 -7 5.6 -1.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.3 68 -10 2.2 -4.4
BGRO iShares Large Cap Growth Active ETF 1.3 55 3 3.0 -3.5
FYLD Cambria Foreign Shareholder Yield ETF 1.3 59 -1 11.4 +4.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.3 46 12 5.6 -0.9
PBD Invesco Global Clean Energy ETF 1.2 75 -17 1.0 -5.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 56 2 10.6 +4.0
SUPL ProShares Supply Chain Logistics ETF 1.2 58 0 10.5 +3.9
AWAY ETFMG Travel Tech ETF 1.2 76 -18 -0.1 -6.6
VCLN Virtus Duff & Phelps Clean Energy ETF 1.2 59 -1 4.2 -2.3
TRFK Pacer Data and Digital Revolution ETF 1.1 60 -2 3.2 -3.4
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 10 2.4 -4.1
NXTG First Trust Indxx NextG ETF 1.1 70 -12 5.2 -1.4
LVHI Franklin International Low Volatility High Dividend Index ET 1.1 40 18 9.6 +3.1
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 13 5.4 -1.2
MDEV First Trust Indxx Medical Devices ETF 1.1 70 -12 4.7 -1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -3 2.4 -4.1
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -7 4.3 -2.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.0 49 9 5.9 -0.6
IQRA IQ CBRE Real Assets ETF 1.0 65 -7 5.7 -0.8
TOLL Tema Durable Quality ETF 1.0 75 -17 5.3 -1.3
SHLD Global X Defense Tech ETF 1.0 50 8 3.4 -3.2
FDHT Fidelity Digital Health ETF 1.0 39 19 1.5 -5.0
CGGR Capital Group Growth ETF 1.0 39 19 3.5 -3.0
JETS U.S. Global Jets ETF 0.9 60 -2 3.4 -3.2
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.9 60 -2 10.7 +4.1
CGV Conductor Global Equity Value ETF 0.9 130 -72 8.1 +1.5
GK AdvisorShares Gerber Kawasaki ETF 0.9 75 -17 2.7 -3.8
BGDV Bahl & Gaynor Dividend ETF 0.9 45 13 4.8 -1.7
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 9 5.1 -1.5
FAN First Trust Global Wind Energy ETF 0.8 60 -2 4.2 -2.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.8 33 25 9.4 +2.9
JADE JPMorgan Active Developing Markets Equity ETF 0.8 65 -7 7.8 +1.3
WDNA WisdomTree BioRevolution Fund 0.8 45 13 -2.3 -8.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -17 10.5 +3.9
EWO iShares MSCI Austria ETF 0.7 50 8 10.1 +3.5
GVAL Cambria Global Value ETF 0.7 68 -10 10.7 +4.1
FID First Trust S&P International Dividend Aristocrats ETF 0.7 60 -2 7.6 +1.1
WDIV SPDR S&P Global Dividend ETF 0.7 40 18 9.0 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 20 4.7 -1.9
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -12 8.4 +1.8
BMED Future Health ETF 0.6 85 -27 0.3 -6.3
FMED Fidelity Disruptive Medicine ETF 0.6 50 8 -0.7 -7.2
AGNG Global X Aging Population ETF 0.6 50 8 4.5 -2.0
IDRV iShares Self-driving EV & Tech ETF 0.6 47 11 1.4 -5.2
IQM Franklin Intelligent Machines ETF 0.5 50 8 2.2 -4.3
EIRL iShares MSCI Ireland ETF 0.5 50 8 8.1 +1.6
CUT Invesco MSCI Global Timber ETF 0.5 61 -3 11.3 +4.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.5 80 -22 11.1 +4.6
PRAY FIS Christian Stock Fund 0.5 69 -11 5.3 -1.3
IDV iShares International Select Dividend ETF 0.5 51 7 10.2 +3.6
GWX SPDR S&P International Small Cap ETF 0.4 40 18 6.9 +0.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 19 -1.3 -7.9
CGW Invesco S&P Global Water Index ETF 0.4 57 1 4.8 -1.8
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 11 3.8 -2.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 -11 2.3 -4.3
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 19 11.3 +4.7
FDD First Trust Stoxx European Select Dividend Index Fund 0.3 58 0 11.5 +4.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.3 75 -17 3.1 -3.5
QTUM Defiance Quantum ETF 0.3 40 18 5.7 -0.9
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.5 -3.0
UFO Procure Space ETF 0.3 75 -17 0.3 -6.3
IXC iShares Global Energy ETF 0.2 44 14 10.0 +3.4
PIO Invesco Global Water ETF 0.2 75 -17 4.5 -2.0
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 5.5 -1.1
AIS VistaShares Artificial Intelligence Supercycle ETF 0.2 75 -17 2.9 -3.7
FMET Fidelity Metaverse ETF 0.2 39 19 5.0 -1.6
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 5.0 -1.6
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 4.6 -2.0
ARKX ARK Space Exploration & Innovation ETF 0.2 75 -17 0.3 -6.3
ARTY iShares Future AI & Tech ETF 0.2 47 11 3.9 -2.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 11 3.3 -3.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 3.9 -2.7
SYNB Putnam BioRevolution ETF 0.1 70 -12 2.5 -4.1
RVRB Reverb ETF 0.1 30 28 4.7 -1.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.0 70 -12 4.1 -2.5
FPXI First Trust International Equity Opportunities ETF 0.0 70 -12 4.5 -2.0
CGUS Capital Group Core Equity ETF 0.0 33 25 4.5 -2.0
CGDV Capital Group Dividend Value ETF 0.0 33 25 4.7 -1.9
FRNW Fidelity Clean Energy ETF 0.0 39 19 2.4 -4.2
IGF iShares Global Infrastructure ETF 0.0 41 17 4.7 -1.9
GII SPDR S&P Global Infrastructure ETF 0.0 40 18 4.7 -1.9
DRIV Global X Autonomous & Electric Vehicles ETF 0.0 68 -10 4.9 -1.6
IPOS Renaissance International IPO ETF 0.0 80 -22 2.6 -4.0
WAR U.S. Global Tech and Aerospace & Defense ETF 0.0 60 -2 5.5 -1.1
HYDR Global X Hydrogen ETF 0.0 50 8 -5.9 -12.4

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
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:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.64
 
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.