WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 6.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 14.8x P/Sales
ratio		 1.3x
P/BV
ratio		 2.1x Div.
yield		 2.7%


  • 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) $1,812
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 133
Wgt avg mkt cap (mns) $99,068
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 6.8 %
DEUTSCHE TELEKOM AG 5.5 %
BANCO SANTANDER SA 4.7 %
LVMH MOET HENNESSY LOUIS VUI 4.5 %
SIEMENS AG-REG 4.5 %
SANOFI-AVENTIS 4.2 %
MUENCHENER RUECKVER AG-REG 3.3 %
SAP AG 3.0 %
L'OREAL 2.6 %
ASML HOLDING NV 2.6 %
Total 41.7 %

TOP COUNTRY EXPOSURE
GERMANY 26.8 %
FRANCE 22.6 %
SPAIN 17.8 %
NETHERLANDS 13.8 %
ITALY 4.7 %
FINLAND 4.7 %
BELGIUM 3.3 %
LUXEMBOURG 1.0 %
SWITZERLAND 0.7 %
AUSTRIA 0.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.5% 10.8% 13.2% 7.6% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.99 19%
MSCI EAFE 1.04 24%
MSCI Emg. Mkts. 0.92 20%

Technical Indicators
Recent close $50.06
30d moving avg. $49.17
Annualized volatility 34.7%
Short interest (ETF) 0.3%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 131
Turnover 0.4%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $6,948

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 343 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 44.4 45 13 6.9 +0.4
EZU iShares MSCI Eurozone ETF 41.9 52 6 6.8 +0.2
FEZ SPDR EURO STOXX 50 ETF 41.1 29 29 7.2 +0.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 28.4 58 0 6.9 +0.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 27.1 48 10 6.1 -0.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 26.7 46 12 6.7 +0.1
BBEU JPMorgan BetaBuilders Europe ETF 26.5 9 49 7.2 +0.7
IEV iShares Europe ETF 25.4 67 -9 6.9 +0.3
FLEE Franklin FTSE Europe ETF 24.8 9 49 7.3 +0.7
EWG iShares MSCI Germany ETF 24.0 50 8 6.2 -0.3
IEUR iShares Core MSCI Europe ETF 23.6 11 47 7.4 +0.8
DAX Global X DAX Germany ETF 23.2 21 37 6.7 +0.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 23.0 25 33 7.3 +0.7
SPEU SPDR Portfolio Europe ETF 22.8 7 51 7.4 +0.8
VGK Vanguard FTSE Europe ETF 22.4 6 52 7.5 +0.9
EWQ iShares MSCI France ETF 22.3 53 5 7.3 +0.8
EFG iShares MSCI EAFE Growth ETF 22.0 36 22 4.4 -2.2
FLGR Franklin FTSE Germany ETF 19.5 9 49 7.0 +0.4
CGXU Capital Group International Focus Equity ETF 19.4 54 4 5.6 -1.0
JIRE JPMorgan International Research Enhanced Equity ETF 19.4 24 34 7.2 +0.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.2 35 23 6.6 +0.1
CGIE Capital Group International Equity ETF 19.1 54 4 5.1 -1.5
IMFL Invesco International Developed Dynamic Multifactor ETF 18.2 34 24 6.1 -0.5
BKCI BNY Mellon Concentrated International ETF 18.0 80 -22 5.3 -1.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 18.0 20 38 6.3 -0.2
FENI Fidelity Enhanced International ETF 17.9 28 30 6.6 +0.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 17.9 36 22 6.5 -0.0
IQSI IQ Candriam International Equity ETF 17.8 15 43 6.6 +0.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 17.7 58 0 7.1 +0.5
DOL WisdomTree International LargeCap Dividend Fund 17.6 48 10 7.2 +0.6
IQDG WisdomTree International Quality Dividend Growth Fund 17.5 42 16 7.3 +0.8
OSEA Harbor International Compounders ETF 17.2 55 3 4.8 -1.7
DTAN Sparkline International Intangible Value ETF 17.2 55 3 8.5 +2.0
ESGD iShares ESG Aware MSCI EAFE ETF 17.1 20 38 6.7 +0.2
STXI Strive International Developed Markets ETF 17.0 29 29 6.7 +0.1
EFA iShares MSCI EAFE ETF 16.8 35 23 6.7 +0.2
HFXI IQ FTSE International Equity Currency Neutral ETF 16.8 20 38 7.1 +0.5
GSID Goldman Sachs MarketBeta International Equity ETF 16.8 20 38 6.9 +0.3
DMXF iShares ESG Advanced MSCI EAFE ETF 16.8 12 46 5.5 -1.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 16.1 32 26 6.0 -0.6
PATN Pacer Nasdaq International Patent Leaders ETF 16.1 65 -7 6.2 -0.3
NUDM Nuveen ESG International Developed Markets Equity ETF 15.5 31 27 6.3 -0.3
UMMA Wahed Dow Jones Islamic World ETF 15.1 65 -7 5.4 -1.1
BKIE BNY Mellon International Equity ETF 15.0 4 54 7.0 +0.5
IEFA iShares Core MSCI EAFE ETF 14.9 7 51 7.0 +0.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 14.9 14 44 6.2 -0.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 14.6 20 38 6.5 -0.1
EWP iShares MSCI Spain ETF 14.5 50 8 7.1 +0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 14.5 40 18 7.4 +0.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 14.3 12 46 6.0 -0.6
DWM WisdomTree International Equity Fund 14.1 48 10 7.4 +0.8
QINT American Century Quality Diversified International ETF 13.6 39 19 7.3 +0.8
EWN iShares MSCI Netherlands ETF 13.5 50 8 5.6 -1.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 13.4 30 28 7.0 +0.4
IMTM iShares MSCI Intl Momentum Factor ETF 13.4 30 28 5.5 -1.1
IQLT iShares MSCI Intl Quality Factor ETF 13.4 30 28 6.3 -0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 13.4 25 33 7.1 +0.5
JHMD John Hancock Multifactor Developed International ETF 13.3 39 19 7.6 +1.0
IDEV iShares Core MSCI International Developed Markets ETF 13.3 4 54 7.0 +0.4
SCHF Schwab International Equity ETF 13.2 6 52 7.3 +0.7
DIVI Franklin International Core Dividend Tilt Index ETF 12.9 9 49 7.9 +1.4
JIG JPMorgan International Growth ETF 12.9 55 3 4.8 -1.8
IDHQ Invesco S&P International Developed High Quality ETF 12.6 29 29 6.6 +0.1
RFEU First Trust Riverfront Dynamic Europe ETF 12.6 83 -25 10.6 +4.1
EUFN iShares MSCI Europe Financials ETF 12.4 51 7 7.9 +1.3
CIL VictoryShares International Volatility Wtd ETF 12.4 45 13 6.6 +0.0
DFSI Dimensional International Sustainability Core 1 ETF 12.2 24 34 6.3 -0.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 12.1 58 0 8.8 +2.3
SPDW SPDR Portfolio Developed World ex-US ETF 12.1 3 55 7.0 +0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 12.1 55 3 6.2 -0.3
FEUZ First Trust Eurozone AlphaDEX ETF 12.0 80 -22 9.1 +2.5
INTF iShares International Equity Factor ETF 11.9 15 43 7.6 +1.0
VEA Vanguard FTSE Developed Markets ETF 11.9 3 55 7.2 +0.6
JGLO JPMorgan Global Select Equity ETF 11.6 33 25 4.9 -1.6
DFAI Dimensional International Core Equity Market ETF 11.5 18 40 7.1 +0.6
IVLU iShares MSCI Intl Value Factor ETF 11.5 30 28 10.4 +3.8
IDMO Invesco S&P International Developed Momentum ETF 11.4 25 33 5.3 -1.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.2 41 17 7.5 +0.9
FICS First Trust International Developed Capital Strength ETF 10.7 70 -12 7.3 +0.8
DIHP Dimensional International High Profitability ETF 10.7 29 29 7.2 +0.6
CWI SPDR MSCI ACWI ex-US ETF 10.7 30 28 7.7 +1.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.6 18 40 7.9 +1.3
ACWX iShares MSCI ACWI ex U.S. ETF 10.6 34 24 7.8 +1.2
FIVA Fidelity International Value Factor ETF 10.6 18 40 9.9 +3.3
CGGO Capital Group Global Growth Equity ETF 10.4 47 11 4.7 -1.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 10.4 22 36 5.8 -0.8
JHID John Hancock International High Dividend ETF 10.2 46 12 9.5 +2.9
EFV iShares MSCI EAFE Value ETF 10.2 34 24 9.1 +2.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 10.1 39 19 7.9 +1.4
INEQ Columbia International Equity Income ETF 10.0 45 13 8.1 +1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 9.8 39 19 6.7 +0.1
IGRO iShares International Dividend Growth ETF 9.7 15 43 7.3 +0.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 9.6 45 13 8.8 +2.3
FGM First Trust Germany AlphaDEX Fund 9.4 80 -22 6.3 -0.3
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 9.4 65 -7 4.3 -2.3
IXUS iShares Core MSCI Total International Stock ETF 9.4 7 51 7.9 +1.4
VEU Vanguard FTSE All-World ex-US Index Fund 9.3 4 54 8.1 +1.6
FEP First Trust Europe AlphaDEX Fund 9.2 80 -22 9.1 +2.5
VIGI Vanguard International Dividend Appreciation ETF 9.1 10 48 6.3 -0.2
FNDF Schwab Fundamental International Large Co. Index ETF 9.0 25 33 9.6 +3.0
DFIC Dimensional International Core Equity 2 ETF 9.0 23 35 7.4 +0.8
DWMF WisdomTree International Multifactor Fund 8.8 38 20 7.0 +0.5
VXUS Vanguard Total International Stock ETF 8.7 5 53 7.9 +1.4
AVDE Avantis International Equity ETF 8.5 23 35 7.4 +0.8
AVSD Avantis Responsible International Equity ETF 8.5 23 35 5.7 -0.9
TPIF Timothy Plan International ETF 8.5 62 -4 6.2 -0.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 8.4 50 8 6.0 -0.6
EXI iShares Global Industrials ETF 8.1 42 16 4.5 -2.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 8.0 9 49 9.1 +2.5
AVIV Avantis International Large Cap Value ETF 8.0 25 33 8.6 +2.0
KXI iShares Global Consumer Staples ETF 8.0 41 17 5.5 -1.0
FDEV Fidelity International Multifactor ETF 8.0 18 40 7.5 +0.9
DFIV Dimensional International Value ETF 7.9 27 31 9.6 +3.1
VSGX Vanguard ESG International Stock ETF 7.7 10 48 7.7 +1.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.5 80 -22 5.0 -1.6
DXIV Dimensional International Vector Equity ETF 7.5 34 24 7.8 +1.3
WWJD Inspire International ETF 7.5 80 -22 7.3 +0.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 7.5 42 16 7.2 +0.6
DIM WisdomTree International MidCap Dividend Fund 7.4 58 0 7.5 +0.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 7.4 29 29 7.7 +1.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 7.4 65 -7 12.1 +5.5
ESGG FlexShares STOXX Global ESG Select Index Fund 7.3 42 16 5.4 -1.2
FDTX Fidelity Disruptive Technology ETF 7.2 50 8 2.7 -3.9
OCEN IQ Clean Oceans ETF 7.2 45 13 6.0 -0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 7.2 24 34 7.4 +0.8
PPIE Putnam PanAgora ESG International Equity ETF 7.0 49 9 7.4 +0.9
WRND IQ Global Equity R&D Leaders ETF 6.8 18 40 8.2 +1.7
UIVM VictoryShares International Value Momentum ETF 6.7 35 23 8.9 +2.4
RCGE RockCreek Global Equality ETF 6.6 95 -37 6.7 +0.1
CLNR IQ Cleaner Transport ETF 6.6 45 13 6.6 +0.1
CGDG Capital Group Dividend Growers ETF 6.5 47 11 6.3 -0.3
FINE Themes European Luxury ETF 6.5 35 23 3.5 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 6.4 75 -17 5.2 -1.4
PCGG Polen Capital Global Growth ETF 6.3 85 -27 3.8 -2.8
BINV Brandes International ETF 6.1 70 -12 9.4 +2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 6.1 30 28 7.9 +1.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.0 80 -22 5.9 -0.7
DGT SPDR Global Dow ETF 5.9 50 8 7.0 +0.4
VYMI Vanguard International High Dividend Yield ETF 5.9 17 41 9.5 +3.0
JPIN J.P. Morgan Diversified Return International Equity ETF 5.9 37 21 8.3 +1.8
PRNT 3D Printing ETF 5.7 66 -8 1.3 -5.3
MOTI VanEck Morningstar International Moat ETF 5.7 58 0 12.0 +5.5
HART IQ Healthy Hearts ETF 5.7 45 13 6.6 +0.1
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 6 7.7 +1.2
TTAI FCF International Quality ETF 5.5 59 -1 7.2 +0.7
OAIM OneAscent International Equity ETF 5.4 95 -37 5.7 -0.9
RFDI First Trust Riverfront Dynamic Developed International ETF 5.4 83 -25 9.4 +2.8
DSTX Distillate International Fundamental Stability & Value ETF 5.4 55 3 7.9 +1.4
EFNL iShares MSCI Finland ETF 5.3 56 2 7.1 +0.6
DTH WisdomTree International High Dividend Fund 5.3 58 0 8.4 +1.9
IOO iShares Global 100 ETF 5.3 41 17 4.8 -1.8
MOTO SmartETFs Smart Transportation & Technology ETF 5.3 68 -10 7.2 +0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.2 65 -7 8.1 +1.5
IEUS iShares MSCI Europe Small-Cap ETF 5.2 42 16 7.2 +0.7
RXI iShares Global Consumer Discretionary ETF 5.1 41 17 9.3 +2.7
CZAR Themes Natural Monopoly ETF 5.1 35 23 5.7 -0.9
IDOG ALPS International Sector Dividend Dogs ETF 5.0 50 8 12.1 +5.5
DWX SPDR S&P International Dividend ETF 5.0 45 13 6.1 -0.5
DFIS Dimensional International Small Cap ETF 4.9 39 19 7.3 +0.7
FEOE First Eagle Overseas Equity ETF 4.9 79 -21 8.0 +1.5
KOKU Xtrackers MSCI Kokusai Equity ETF 4.8 9 49 5.2 -1.4
IDLV Invesco S&P International Developed Low Volatility ETF 4.8 25 33 6.3 -0.3
MXI iShares Global Materials ETF 4.8 41 17 7.6 +1.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.8 80 -22 9.6 +3.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.7 47 11 8.4 +1.8
VWID Virtus WMC International Dividend ETF 4.7 49 9 8.5 +1.9
AIVI WisdomTree International AI Enhanced Value Fund 4.7 58 0 7.0 +0.5
TEMP JPMorgan Climate Change Solutions ETF 4.6 49 9 5.8 -0.8
KNO AXS Knowledge Leaders ETF 4.6 78 -20 6.0 -0.6
BLES Inspire Global Hope ETF 4.6 61 -3 6.8 +0.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.5 60 -2 3.6 -2.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.5 47 11 5.8 -0.8
IBAT iShares Energy Storage & Materials ETF 4.5 47 11 3.8 -2.8
RGEF Rockefeller Global Equity ETF 4.4 55 3 4.8 -1.8
TOK iShares MSCI Kokusai ETF 4.4 26 32 5.0 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.4 25 33 5.9 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 5.7 -0.9
RODE Hartford Multifactor Diversified International ETF 4.3 29 29 11.4 +4.8
URTH iShares MSCI World ETF 4.2 24 34 5.1 -1.5
IQDF FlexShares International Quality Dividend Index Fund 4.1 47 11 8.9 +2.4
QWLD SPDR MSCI World StrategicFactors ETF 4.0 30 28 5.9 -0.6
NETZ TCW Transform Systems ETF 4.0 75 -17 2.5 -4.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.0 65 -7 2.1 -4.5
DISV Dimensional International Small Cap Value ETF 3.9 42 16 9.1 +2.5
IDNA iShares Genomics Immunology and Healthcare ETF 3.9 47 11 -2.2 -8.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.8 58 0 4.7 -1.9
FBOT Fidelity Disruptive Automation ETF 3.7 50 8 3.6 -2.9
SCHY Schwab International Dividend Equity ETF 3.7 14 44 9.7 +3.1
ACWI iShares MSCI ACWI ETF 3.7 32 26 5.5 -1.0
EWK iShares MSCI Belgium ETF 3.7 50 8 4.4 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.6 12 46 5.2 -1.4
IPAV Global X Infrastructure Development ex-U.S. ETF 3.6 55 3 7.7 +1.2
IXJ iShares Global Healthcare ETF 3.6 42 16 7.3 +0.7
IXN iShares Global Tech ETF 3.6 41 17 3.6 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 38 5.6 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 49 5.7 -0.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.5 70 -12 4.8 -1.8
CARZ First Trust NASDAQ Global Auto Index Fund 3.3 70 -12 4.8 -1.8
COPY Tweedy, Browne Insider + Value ETF 3.3 80 -22 11.8 +5.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.2 45 13 4.0 -2.6
CLOD Themes Cloud Computing ETF 3.2 35 23 3.2 -3.4
DIVS SmartETFs Dividend Builder ETF 3.2 65 -7 5.0 -1.5
IXP iShares Global Comm Services ETF 3.2 42 16 5.6 -1.0
VT Vanguard Total World Stock ETF 3.2 6 52 5.9 -0.7
AGQI First Trust Active Global Quality Income ETF 3.2 85 -27 4.9 -1.7
FNDC Schwab Fundamental International Small Co. Index ETF 3.1 39 19 5.8 -0.8
GCOW Pacer Global Cash Cows Dividend ETF 3.1 60 -2 10.9 +4.3
EWI iShares MSCI Italy ETF 3.1 50 8 10.4 +3.9
GSFP Goldman Sachs Future Planet Equity ETF 3.1 75 -17 4.8 -1.8
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -37 3.4 -3.2
JSTC Adasina Social Justice All Cap Global ETF 3.1 89 -31 4.8 -1.8
VIDI Vident International Equity Strategy ETF 3.0 61 -3 10.9 +4.4
FEGE First Eagle Global Equity ETF 3.0 79 -21 7.0 +0.4
SHPP Pacer Industrials and Logistics ETF 3.0 60 -2 8.6 +2.1
XT iShares Exponential Technologies ETF 3.0 46 12 4.9 -1.6
ISCF iShares International SmallCap Equity Factor ETF 2.9 23 35 8.2 +1.6
IXG iShares Global Financials ETF 2.8 42 16 6.5 -0.0
AIQ Global X Artificial Intelligence & Technology ETF 2.7 68 -10 3.8 -2.7
FIDI Fidelity International High Dividend ETF 2.7 18 40 8.7 +2.1
FPAG FPA Global Equity ETF 2.7 49 9 5.7 -0.8
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.1 -6.7
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -12 1.3 -5.3
TINY ProShares Nanotechnology ETF 2.6 58 0 5.1 -1.5
SCZ iShares MSCI EAFE Small-Cap ETF 2.5 40 18 6.9 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 2.5 80 -22 4.4 -2.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.5 68 -10 7.3 +0.8
AIVC Amplify Bloomberg AI Value Chain ETF 2.4 59 -1 5.5 -1.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.4 49 9 6.8 +0.3
DTEC ALPS Disruptive Technologies ETF 2.4 50 8 3.9 -2.7
SCHC Schwab International Small-Cap Equity ETF 2.3 11 47 6.6 +0.1
AZTD Aztlan Global Stock Selection DM SMID ETF 2.3 75 -17 7.4 +0.8
AVDV Avantis International Small Cap Value ETF 2.3 36 22 9.5 +2.9
SNSR Global X Internet of Things ETF 2.2 68 -10 4.4 -2.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.2 79 -21 4.9 -1.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.2 48 10 1.6 -5.0
BOTT Themes Robotics & Automation ETF 2.2 35 23 4.1 -2.4
AVDS Avantis International Small Cap Equity ETF 2.1 30 28 7.3 +0.7
DLS WisdomTree International SmallCap Dividend Fund 2.1 58 0 8.1 +1.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.1 65 -7 -1.5 -8.1
VOLT Tema Electrification ETF 2.1 75 -17 2.8 -3.7
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 9 3.3 -3.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 2 0.3 -6.2
NATO Themes Transatlantic Defense ETF 1.9 35 23 2.4 -4.1
GLOF iShares Global Equity Factor ETF 1.9 20 38 6.5 -0.1
RSHO Tema American Reshoring ETF 1.9 75 -17 4.4 -2.1
DFE WisdomTree Europe SmallCap Dividend Fund 1.9 58 0 8.0 +1.5
KNCT Invesco Next Gen Connectivity ETF 1.8 40 18 4.8 -1.7
BULD Pacer BlueStar Engineering the Future ETF 1.8 60 -2 0.5 -6.1
DEW WisdomTree Global High Dividend Fund 1.8 58 0 8.4 +1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.8 8 50 6.1 -0.4
TMFG Motley Fool Global Opportunities ETF 1.8 85 -27 3.9 -2.7
IBOT Vaneck Robotics ETF 1.7 47 11 4.3 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.7 20 38 6.2 -0.4
IVAL Alpha Architect International Quantitative Value ETF 1.7 49 9 9.8 +3.3
IPKW Invesco International BuyBack Achievers ETF 1.6 55 3 12.5 +5.9
CCNR ALPS CoreCommodity Natural Resources ETF 1.6 39 19 11.0 +4.5
GINN Goldman Sachs Innovate Equity ETF 1.5 52 6 3.7 -2.9
MNTL Tema Neuroscience and Mental Health ETF 1.5 75 -17 -1.0 -7.5
CGGR Capital Group Growth ETF 1.5 39 19 3.1 -3.4
SAGP Strategas Global Policy Opportunities ETF 1.4 65 -7 5.4 -1.2
FPXI First Trust International Equity Opportunities ETF 1.3 70 -12 4.2 -2.4
IVEG iShares Emergent Food and AgTech Multisector ETF 1.3 47 11 9.2 +2.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.3 68 -10 2.4 -4.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.2 80 -22 10.6 +4.0
BGRO iShares Large Cap Growth Active ETF 1.2 55 3 3.0 -3.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -3 1.5 -5.1
AWAY ETFMG Travel Tech ETF 1.2 76 -18 -0.9 -7.4
SUPL ProShares Supply Chain Logistics ETF 1.2 58 0 11.8 +5.2
LVHI Franklin International Low Volatility High Dividend Index ET 1.2 40 18 10.3 +3.7
WLDR Affinity World Leaders Equity ETF 1.1 67 -9 7.5 +1.0
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 13 6.1 -0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 2 10.7 +4.1
MDEV First Trust Indxx Medical Devices ETF 1.1 70 -12 4.5 -2.0
GLBL Pacer MSCI World Industry Advantage ETF 1.1 65 -7 4.1 -2.4
IDAT iShares Future Cloud 5G and Tech ETF 1.0 47 11 4.7 -1.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.0 60 -2 11.1 +4.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.0 46 12 5.6 -1.0
EFAS Global X MSCI SuperDividend EAFE ETF 1.0 57 1 8.3 +1.7
FDHT Fidelity Digital Health ETF 1.0 39 19 0.9 -5.7
CGUS Capital Group Core Equity ETF 1.0 33 25 4.3 -2.2
CGDV Capital Group Dividend Value ETF 1.0 33 25 4.5 -2.0
CGV Conductor Global Equity Value ETF 1.0 130 -72 8.3 +1.7
TINT ProShares Smart Materials ETF 1.0 58 0 7.1 +0.5
NXTG First Trust Indxx NextG ETF 1.0 70 -12 5.3 -1.3
JETS U.S. Global Jets ETF 0.9 60 -2 2.6 -3.9
PBD Invesco Global Clean Energy ETF 0.9 75 -17 -0.3 -6.9
SHLD Global X Defense Tech ETF 0.9 50 8 3.3 -3.3
HGRO Hedgeye Quality Growth ETF 0.9 70 -12 3.4 -3.2
GK AdvisorShares Gerber Kawasaki ETF 0.8 75 -17 2.4 -4.1
BLLD JPMorgan Sustainable Infrastructure ETF 0.8 49 9 6.1 -0.5
TOLL Tema Monopolies and Oligopolies ETF 0.8 75 -17 5.1 -1.5
IQRA IQ CBRE Real Assets ETF 0.8 65 -7 5.7 -0.9
VCLN Virtus Duff & Phelps Clean Energy ETF 0.8 59 -1 5.0 -1.6
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -12 8.2 +1.7
WDNA WisdomTree BioRevolution Fund 0.8 45 13 -1.4 -8.0
TRFK Pacer Data and Digital Revolution ETF 0.7 60 -2 3.0 -3.6
EWO iShares MSCI Austria ETF 0.6 50 8 10.7 +4.1
GVAL Cambria Global Value ETF 0.6 68 -10 10.5 +3.9
IQM Franklin Intelligent Machines ETF 0.6 50 8 2.0 -4.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 25 10.2 +3.6
FAN First Trust Global Wind Energy ETF 0.6 60 -2 4.5 -2.1
CUT Invesco MSCI Global Timber ETF 0.6 61 -3 10.3 +3.7
FID First Trust S&P International Dividend Aristocrats ETF 0.6 60 -2 7.9 +1.3
WDIV SPDR S&P Global Dividend ETF 0.6 40 18 9.2 +2.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 20 4.5 -2.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 9 5.8 -0.7
AGNG Global X Aging Population ETF 0.5 50 8 4.9 -1.7
BMED Future Health ETF 0.5 85 -27 0.5 -6.1
FMED Fidelity Disruptive Medicine ETF 0.5 50 8 -1.1 -7.7
EIRL iShares MSCI Ireland ETF 0.5 50 8 8.6 +2.0
IDRV iShares Self-driving EV & Tech ETF 0.5 47 11 1.8 -4.8
IDV iShares International Select Dividend ETF 0.5 51 7 10.6 +4.1
CGW Invesco S&P Global Water Index ETF 0.4 57 1 4.6 -2.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 11 3.3 -3.3
PRAY FIS Christian Stock Fund 0.4 69 -11 5.1 -1.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 12.7 +6.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.3 75 -17 3.1 -3.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -10 2.8 -3.7
QTUM Defiance Quantum ETF 0.3 40 18 5.5 -1.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 -0.9 -7.5
IXC iShares Global Energy ETF 0.3 44 14 10.0 +3.5
GWX SPDR S&P International Small Cap ETF 0.3 40 18 6.0 -0.6
FDD First Trust Stoxx European Select Dividend Index Fund 0.3 58 0 11.3 +4.8
ARKX ARK Space Exploration & Innovation ETF 0.3 75 -17 -0.3 -6.9
ARTY iShares Future AI & Tech ETF 0.3 47 11 3.6 -3.0
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -2 4.2 -2.4
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -2 4.3 -2.3
FMET Fidelity Metaverse ETF 0.3 39 19 4.7 -1.8
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 11 2.5 -4.1
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.7 -2.9
PIO Invesco Global Water ETF 0.3 75 -17 4.2 -2.3
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 11 5.1 -1.4
UFO Procure Space ETF 0.3 75 -17 0.2 -6.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.2 75 -17 3.0 -3.5
SYNB Putnam BioRevolution ETF 0.1 70 -12 2.9 -3.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 3.7 -2.9
RVRB Reverb ETF 0.1 30 28 4.5 -2.0
FRNW Fidelity Clean Energy ETF 0.0 39 19 3.3 -3.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.0 68 -10 5.0 -1.5
FYLD Cambria Foreign Shareholder Yield ETF 0.0 59 -1 11.6 +5.1
GII SPDR S&P Global Infrastructure ETF 0.0 40 18 4.7 -1.9
IGF iShares Global Infrastructure ETF 0.0 41 17 4.7 -1.9
HYDR Global X Hydrogen ETF 0.0 50 8 -4.1 -10.7

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		 1.57 CATEGORY
AVERAGE		 1.63
 
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.