WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.5x P/Sales
ratio		 1.4x
P/BV
ratio		 2.2x 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) $1,796
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) $120,259
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 6.0 %
ASML HOLDING NV 5.8 %
BANCO SANTANDER SA 4.7 %
SIEMENS AG-REG 4.1 %
DEUTSCHE TELEKOM AG 4.1 %
SANOFI-AVENTIS 4.1 %
LVMH MOET HENNESSY LOUIS VUI 4.0 %
L'OREAL 3.2 %
ANHEUSER-BUSCH INBEV SA/NV 2.5 %
BASF SE 2.4 %
Total 40.8 %

TOP COUNTRY EXPOSURE
GERMANY 23.4 %
FRANCE 21.0 %
SPAIN 18.7 %
NETHERLANDS 17.1 %
FINLAND 5.9 %
ITALY 5.8 %
BELGIUM 4.6 %
LUXEMBOURG 1.1 %
AUSTRIA 0.7 %
IRELAND 0.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.5% 14.2% 10.9% 10.4% 8.8%

Market Correlations
versus... Beta R-squared
S&P500 0.93 49%
MSCI EAFE 0.88 71%
MSCI Emg. Mkts. 0.54 46%

Technical Indicators
Recent close $56.02
30d moving avg. $55.48
Annualized volatility 34.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 124
Turnover 0.4%
Bid/Ask (% of price) 0.41%
ADV underlying (mns) $6,948

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 354 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™: 5.9%


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
(%)
EZU iShares MSCI Eurozone ETF 39.6 52 6 5.6 -0.3
HEZU iShares Currency Hedged MSCI Eurozone ETF 39.5 53 5 5.5 -0.5
FEZ SPDR EURO STOXX 50 ETF 38.9 29 29 5.8 -0.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 29.3 58 0 6.4 +0.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 28.1 58 0 5.4 -0.6
IQDG WisdomTree International Quality Dividend Growth Fund 27.8 42 16 5.8 -0.2
JIVE JPMorgan International Value ETF 25.7 55 3 8.4 +2.4
BBEU JPMorgan BetaBuilders Europe ETF 25.7 9 49 6.2 +0.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 25.4 46 12 5.5 -0.4
IEV iShares Europe ETF 24.8 67 -9 5.9 -0.0
FLEE Franklin FTSE Europe ETF 24.8 9 49 6.3 +0.4
OEFA ALPS O’Shares International Developed Quality Dividend ETF 23.2 48 10 4.7 -1.3
IEUR iShares Core MSCI Europe ETF 23.2 11 47 6.4 +0.4
SPEU SPDR Portfolio Europe ETF 23.0 7 51 6.5 +0.6
VGK Vanguard FTSE Europe ETF 22.7 6 52 6.6 +0.6
EFG iShares MSCI EAFE Growth ETF 21.1 36 22 3.8 -2.2
EWQ iShares MSCI France ETF 20.6 53 5 6.5 +0.6
FLGR Franklin FTSE Germany ETF 20.5 9 49 6.6 +0.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 20.4 25 33 6.3 +0.4
DAX Global X DAX Germany ETF 20.2 21 37 6.2 +0.3
EWG iShares MSCI Germany ETF 20.1 50 8 5.9 0.0
IVSI Applied Finance IVS International Large ETF 19.6 65 -7 6.1 +0.1
PIEL Pacer International Export Leaders ETF 18.9 60 -2 4.1 -1.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 18.8 35 23 5.7 -0.2
IQSI IQ Candriam International Equity ETF 18.6 15 43 5.6 -0.4
BKCI BNY Mellon Concentrated International ETF 18.2 80 -22 4.9 -1.1
CGIE Capital Group International Equity ETF 17.9 54 4 4.6 -1.3
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 17.9 20 38 5.7 -0.3
DTAN Sparkline International Intangible Value ETF 17.7 55 3 7.1 +1.1
FEUZ First Trust Eurozone AlphaDEX ETF 17.2 80 -22 6.4 +0.5
DIVI Franklin International Core Dividend Tilt Index ETF 17.1 9 49 6.6 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 16.9 24 34 5.9 -0.1
DMXF iShares ESG Advanced MSCI EAFE ETF 16.9 12 46 4.9 -1.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 16.8 36 22 5.4 -0.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 16.7 14 44 5.3 -0.6
EFA iShares MSCI EAFE ETF 16.3 35 23 5.8 -0.2
HEFA iShares Currency Hedged MSCI EAFE ETF 16.2 35 23 5.8 -0.2
EWN iShares MSCI Netherlands ETF 16.1 50 8 4.5 -1.4
GSID Goldman Sachs MarketBeta International Equity ETF 15.8 20 38 5.9 -0.0
HFXI IQ FTSE International Equity Currency Neutral ETF 15.7 20 38 5.6 -0.3
STXI Strive International Developed Markets ETF 15.6 29 29 6.2 +0.3
ESGD iShares ESG Aware MSCI EAFE ETF 15.6 20 38 5.8 -0.1
EWP iShares MSCI Spain ETF 15.6 50 8 6.0 +0.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 15.5 42 16 4.1 -1.9
NUDM Nuveen ESG International Developed Markets Equity ETF 15.1 31 27 5.6 -0.3
PATN Pacer Nasdaq International Patent Leaders ETF 15.1 65 -7 4.0 -1.9
JHMD John Hancock Multifactor Developed International ETF 14.9 39 19 6.2 +0.3
DOL WisdomTree International LargeCap Dividend Fund 14.6 48 10 5.7 -0.3
IEFA iShares Core MSCI EAFE ETF 14.5 7 51 6.1 +0.1
UMMA Wahed Dow Jones Islamic World ETF 14.3 65 -7 3.5 -2.4
IDHQ Invesco S&P International Developed High Quality ETF 14.1 29 29 5.4 -0.5
FENI Fidelity Enhanced International ETF 14.0 28 30 5.8 -0.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 13.8 12 46 5.3 -0.6
BKIE BNY Mellon International Equity ETF 13.7 4 54 6.0 +0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 13.5 20 38 5.7 -0.3
DWM WisdomTree International Equity Fund 13.5 48 10 5.7 -0.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 13.3 40 18 5.7 -0.2
IQLT iShares MSCI Intl Quality Factor ETF 13.3 30 28 5.5 -0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 13.1 55 3 5.7 -0.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 13.0 65 -7 4.2 -1.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 12.8 30 28 6.2 +0.3
QINT American Century Quality Diversified International ETF 12.7 39 19 6.6 +0.7
IDEV iShares Core MSCI International Developed Markets ETF 12.7 4 54 6.0 +0.1
SCHF Schwab International Equity ETF 12.3 6 52 6.0 +0.0
IMFL Invesco International Developed Dynamic Multifactor ETF 12.1 34 24 5.2 -0.7
INTF iShares International Equity Factor ETF 12.0 15 43 6.5 +0.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 11.9 25 33 6.2 +0.3
FEP First Trust Europe AlphaDEX Fund 11.7 80 -22 6.8 +0.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 11.4 65 -7 7.8 +1.9
VEA Vanguard FTSE Developed Markets ETF 11.4 3 55 6.0 +0.0
SPDW SPDR Portfolio Developed World ex-US ETF 11.3 3 55 5.9 -0.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.2 32 26 5.5 -0.5
CGXU Capital Group International Focus Equity ETF 11.1 54 4 3.8 -2.2
IMTM iShares MSCI Intl Momentum Factor ETF 11.0 30 28 4.7 -1.2
DIHP Dimensional International High Profitability ETF 10.9 29 29 5.8 -0.2
IVLU iShares MSCI Intl Value Factor ETF 10.8 30 28 8.1 +2.1
DFAI Dimensional International Core Equity Market ETF 10.7 18 40 6.1 +0.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 10.6 41 17 6.0 +0.1
INEQ Columbia International Equity Income ETF 10.3 45 13 7.9 +2.0
DFSI Dimensional International Sustainability Core 1 ETF 10.3 24 34 5.7 -0.3
WRND IQ Global Equity R&D Leaders ETF 10.2 18 40 4.0 -1.9
CWI SPDR MSCI ACWI ex-US ETF 10.1 30 28 6.5 +0.6
EFV iShares MSCI EAFE Value ETF 10.0 34 24 7.6 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 10.0 45 13 6.8 +0.8
CLNR IQ Cleaner Transport ETF 10.0 45 13 3.9 -2.0
CIL VictoryShares International Volatility Wtd ETF 9.9 45 13 5.8 -0.1
FRGN Horizon International Equity ETF 9.8 75 -17 7.8 +1.8
FIVA Fidelity International Value Factor ETF 9.7 18 40 7.3 +1.4
EUFN iShares MSCI Europe Financials ETF 9.6 51 7 7.1 +1.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.6 50 8 5.7 -0.2
PPIE Putnam PanAgora ESG International Equity ETF 9.6 49 9 6.2 +0.3
JIG JPMorgan International Growth ETF 9.5 55 3 3.6 -2.3
ACWX iShares MSCI ACWI ex U.S. ETF 9.4 34 24 6.4 +0.4
DFIV Dimensional International Value ETF 9.4 27 31 7.8 +1.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 9.4 18 40 6.4 +0.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 9.3 39 19 7.0 +1.1
IGRO iShares International Dividend Growth ETF 9.3 15 43 6.8 +0.8
FGM First Trust Germany AlphaDEX Fund 9.2 80 -22 4.9 -1.0
CGGO Capital Group Global Growth Equity ETF 8.9 47 11 4.1 -1.9
FNDF Schwab Fundamental International Large Co. Index ETF 8.8 25 33 7.4 +1.5
VEU Vanguard FTSE All-World ex-US Index Fund 8.7 4 54 6.7 +0.8
DWMF WisdomTree International Multifactor Fund 8.7 38 20 7.0 +1.0
DFIC Dimensional International Core Equity 2 ETF 8.6 23 35 6.3 +0.3
KXI iShares Global Consumer Staples ETF 8.5 41 17 5.3 -0.6
IXUS iShares Core MSCI Total International Stock ETF 8.5 7 51 6.6 +0.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8.4 39 19 6.2 +0.3
VSGX Vanguard ESG International Stock ETF 8.4 10 48 6.6 +0.7
IDOG ALPS International Sector Dividend Dogs ETF 8.4 50 8 9.2 +3.3
VXUS Vanguard Total International Stock ETF 8.3 5 53 6.7 +0.7
IDMO Invesco S&P International Developed Momentum ETF 8.3 25 33 5.3 -0.6
DIM WisdomTree International MidCap Dividend Fund 8.2 58 0 6.4 +0.4
OCEN IQ Clean Oceans ETF 8.1 45 13 4.6 -1.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 8.0 80 -22 3.6 -2.4
WWJD Inspire International ETF 8.0 80 -22 6.4 +0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 7.9 58 0 7.1 +1.1
JHID John Hancock International High Dividend ETF 7.8 46 12 7.9 +2.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 7.8 79 -21 3.6 -2.3
AVDE Avantis International Equity ETF 7.7 23 35 6.2 +0.3
AGIX KraneShares Artificial Intelligence and Technology ETF 7.6 99 -41 1.0 -4.9
EXI iShares Global Industrials ETF 7.5 42 16 3.6 -2.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 7.5 22 36 5.8 -0.2
AVSD Avantis Responsible International Equity ETF 7.4 23 35 6.0 +0.0
DTH WisdomTree International High Dividend Fund 7.4 58 0 7.4 +1.5
FDEV Fidelity International Multifactor ETF 7.4 18 40 7.3 +1.4
AVIV Avantis International Large Cap Value ETF 7.3 25 33 7.0 +1.0
TPIF Timothy Plan International ETF 7.1 62 -4 5.6 -0.3
DXIV Dimensional International Vector Equity ETF 7.0 34 24 6.6 +0.7
AGQI First Trust Active Global Quality Income ETF 6.7 85 -27 6.5 +0.5
RFDI First Trust Riverfront Dynamic Developed International ETF 6.7 83 -25 7.8 +1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.5 65 -7 7.3 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 6.4 75 -17 4.4 -1.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.4 80 -22 5.6 -0.3
FINE Themes European Luxury ETF 6.4 35 23 3.7 -2.2
MOTG VanEck Morningstar Global Wide Moat ETF 6.1 52 6 8.0 +2.1
DGT State Street SPDR Global Dow ETF 6.1 50 8 5.7 -0.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.0 9 49 7.8 +1.8
IBAT iShares Energy Storage & Materials ETF 6.0 47 11 1.5 -4.5
FICS First Trust International Developed Capital Strength ETF 5.9 70 -12 6.8 +0.8
FEOE First Eagle Overseas Equity ETF 5.9 79 -21 6.2 +0.3
GCOW Pacer Global Cash Cows Dividend ETF 5.9 60 -2 9.4 +3.4
IEUS iShares MSCI Europe Small-Cap ETF 5.8 42 16 6.7 +0.8
EFNL iShares MSCI Finland ETF 5.7 56 2 5.5 -0.5
AIVI WisdomTree International AI Enhanced Value Fund 5.6 58 0 6.3 +0.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 5.6 24 34 6.9 +1.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 5.5 29 29 7.0 +1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.5 30 28 6.4 +0.5
HART IQ Healthy Hearts ETF 5.5 45 13 5.8 -0.1
VYMI Vanguard International High Dividend Yield ETF 5.2 17 41 8.1 +2.1
DSTX Distillate International Fundamental Stability & Value ETF 5.2 55 3 6.7 +0.7
RXI iShares Global Consumer Discretionary ETF 5.2 41 17 8.2 +2.3
BINV Brandes International ETF 5.2 70 -12 8.6 +2.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.1 58 0 3.4 -2.6
TTAI FCF International Quality ETF 5.1 59 -1 6.8 +0.8
IOO iShares Global 100 ETF 5.0 41 17 3.8 -2.1
MOTO SmartETFs Smart Transportation & Technology ETF 5.0 68 -10 5.2 -0.8
VIGI Vanguard International Dividend Appreciation ETF 5.0 10 48 6.1 +0.1
RCGE RockCreek Global Equality ETF 5.0 95 -37 6.2 +0.2
PRNT 3D Printing ETF 4.8 66 -8 1.2 -4.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.8 47 11 7.2 +1.3
CZAR Themes Natural Monopoly ETF 4.6 35 23 5.4 -0.5
MXI iShares Global Materials ETF 4.6 41 17 6.0 +0.0
EWK iShares MSCI Belgium ETF 4.6 50 8 3.8 -2.1
IPAV Global X Infrastructure Development ex-U.S. ETF 4.6 55 3 5.7 -0.2
SCHY Schwab International Dividend Equity ETF 4.5 14 44 8.5 +2.5
BLES Inspire Global Hope ETF 4.5 61 -3 5.7 -0.2
DFIS Dimensional International Small Cap ETF 4.5 39 19 6.1 +0.2
MOTI VanEck Morningstar International Moat ETF 4.5 58 0 10.3 +4.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.5 80 -22 6.7 +0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 4.5 9 49 4.4 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 4.4 42 16 4.0 -1.9
FYLD Cambria Foreign Shareholder Yield ETF 4.4 59 -1 10.2 +4.2
JPIN J.P. Morgan Diversified Return International Equity ETF 4.3 37 21 7.2 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 5.0 -1.0
TINY ProShares Nanotechnology ETF 4.3 58 0 1.3 -4.7
QWLD SPDR MSCI World StrategicFactors ETF 4.2 30 28 5.2 -0.7
CGDG Capital Group Dividend Growers ETF 4.2 47 11 5.2 -0.7
PCGG Polen Capital Global Growth ETF 4.2 85 -27 3.9 -2.0
TOK iShares MSCI Kokusai ETF 4.2 26 32 4.3 -1.7
IXN iShares Global Tech ETF 4.1 41 17 2.6 -3.3
LVHI Franklin International Low Volatility High Dividend Index ET 4.1 40 18 7.7 +1.7
IPKW Invesco International BuyBack Achievers ETF 4.1 55 3 8.2 +2.2
ICPY Tweedy, Browne International Insider Value ETF 4.0 80 -22 21.6 +15.6
URTH iShares MSCI World ETF 3.9 24 34 4.3 -1.6
IXP iShares Global Comm Services ETF 3.9 42 16 5.7 -0.3
UIVM VictoryShares International Value Momentum ETF 3.9 35 23 8.2 +2.3
DIVS SmartETFs Dividend Builder ETF 3.8 65 -7 4.5 -1.5
GEW Cambria Global EW ETF 3.8 29 29 5.4 -0.5
DISV Dimensional International Small Cap Value ETF 3.7 42 16 8.1 +2.2
ROBO ROBO Global Robotics & Automation Index ETF 3.7 95 -37 2.3 -3.7
IQDF FlexShares International Quality Dividend Index Fund 3.6 47 11 7.6 +1.7
IDNA iShares Genomics Immunology and Healthcare ETF 3.6 47 11 -0.3 -6.2
NETZ TCW Transform Systems ETF 3.6 75 -17 1.3 -4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.5 12 46 4.4 -1.5
FEGE First Eagle Global Equity ETF 3.5 79 -21 6.1 +0.1
AQLT iShares MSCI Global Quality Factor ETF 3.5 18 40 0.0 -5.9
KNO AXS Knowledge Leaders ETF 3.5 78 -20 4.1 -1.9
IDLV Invesco S&P International Developed Low Volatility ETF 3.4 25 33 6.5 +0.5
ACWI iShares MSCI ACWI ETF 3.4 32 26 4.6 -1.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 11 5.0 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.3 9 49 4.9 -1.1
COPY Tweedy, Browne Insider + Value ETF 3.3 80 -22 14.9 +9.0
DWX SPDR S&P International Dividend ETF 3.3 45 13 6.8 +0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.3 20 38 4.7 -1.2
IXJ iShares Global Healthcare ETF 3.3 42 16 6.3 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.3 25 33 5.5 -0.4
IVAL Alpha Architect International Quantitative Value ETF 3.2 49 9 7.7 +1.8
FBOT Fidelity Disruptive Automation ETF 3.2 50 8 2.9 -3.1
ISCF iShares International SmallCap Equity Factor ETF 3.2 23 35 7.3 +1.4
JGLO JPMorgan Global Select Equity ETF 3.1 33 25 4.3 -1.6
VT Vanguard Total World Stock ETF 3.1 6 52 5.0 -0.9
CARZ First Trust NASDAQ Global Auto Index Fund 3.0 70 -12 2.2 -3.7
EWI iShares MSCI Italy ETF 3.0 50 8 10.8 +4.8
FNDC Schwab Fundamental International Small Co. Index ETF 2.9 39 19 6.8 +0.9
TRFK Pacer Data and Digital Revolution ETF 2.9 60 -2 1.8 -4.2
SCZ iShares MSCI EAFE Small-Cap ETF 2.8 40 18 6.1 +0.2
SCHC Schwab International Small-Cap Equity ETF 2.8 11 47 6.7 +0.7
AIQ Global X Artificial Intelligence & Technology ETF 2.8 68 -10 2.7 -3.3
AVDV Avantis International Small Cap Value ETF 2.7 36 22 7.7 +1.8
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.1 -6.0
RGEF Rockefeller Global Equity ETF 2.6 55 3 3.8 -2.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.6 60 -2 3.4 -2.5
IBOT Vaneck Robotics ETF 2.6 47 11 3.2 -2.7
FTAG First Trust Indxx Global Agriculture ETF 2.5 70 -12 7.2 +1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -7 1.4 -4.6
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -7 4.9 -1.0
DEW WisdomTree Global High Dividend Fund 2.5 58 0 7.2 +1.3
AVDS Avantis International Small Cap Equity ETF 2.5 30 28 6.0 +0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.4 49 9 6.1 +0.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.3 70 -12 3.8 -2.2
AKRE Akre Focus ETF 2.3 106 -48 4.3 -1.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.3 72 -14 2.2 -3.8
IXG iShares Global Financials ETF 2.3 42 16 6.3 +0.3
VIDI Vident International Equity Strategy ETF 2.3 61 -3 8.1 +2.1
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -31 4.3 -1.6
DFE WisdomTree Europe SmallCap Dividend Fund 2.2 58 0 7.6 +1.7
ARTY iShares Future AI & Tech ETF 2.2 47 11 2.4 -3.6
FID First Trust S&P International Dividend Aristocrats ETF 2.1 60 -2 7.8 +1.8
SNSR Global X Internet of Things ETF 2.1 68 -10 3.2 -2.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.1 8 50 6.3 +0.4
CCNR ALPS CoreCommodity Natural Resources ETF 2.1 39 19 8.1 +2.2
FDTX Fidelity Disruptive Technology ETF 2.1 50 8 1.5 -4.4
WLDR Affinity World Leaders Equity ETF 2.0 67 -9 5.8 -0.2
DLS WisdomTree International SmallCap Dividend Fund 2.0 58 0 7.5 +1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.9 56 2 9.8 +3.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.9 68 -10 2.5 -3.5
BULD Pacer BlueStar Engineering the Future ETF 1.9 60 -2 0.3 -5.7
FPAG FPA Global Equity ETF 1.9 49 9 5.8 -0.1
SHPP Pacer Industrials and Logistics ETF 1.9 60 -2 6.6 +0.6
TCAI Tortoise AI Infrastructure ETF 1.9 65 -7 1.2 -4.8
CLOD Themes Cloud Computing ETF 1.8 35 23 3.0 -2.9
POW VistaShares Electrification Supercycle ETF 1.8 75 -17 2.0 -3.9
WDIV SPDR S&P Global Dividend ETF 1.8 40 18 9.1 +3.1
DINT Davis Select International ETF 1.7 55 3 6.1 +0.1
DWLD Davis Select Worldwide ETF 1.7 63 -5 6.7 +0.8
GLOF iShares Global Equity Factor ETF 1.7 20 38 5.6 -0.4
MDEV First Trust Indxx Medical Devices ETF 1.7 70 -12 5.1 -0.9
VCLN Virtus Duff & Phelps Clean Energy ETF 1.7 59 -1 2.2 -3.8
FDHT Fidelity Digital Health ETF 1.7 39 19 1.7 -4.2
NXTG First Trust Indxx NextG ETF 1.7 70 -12 3.4 -2.5
XT iShares Exponential Technologies ETF 1.6 46 12 3.8 -2.1
AIVC Amplify Bloomberg AI Value Chain ETF 1.6 59 -1 3.3 -2.6
OAIM OneAscent International Equity ETF 1.6 95 -37 4.7 -1.3
DTEC ALPS Disruptive Technologies ETF 1.6 50 8 3.6 -2.4
FIDI Fidelity International High Dividend ETF 1.5 18 40 7.3 +1.3
VOLT Tema Electrification ETF 1.5 75 -17 2.4 -3.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.5 46 12 5.0 -0.9
FPXI First Trust International Equity Opportunities ETF 1.5 70 -12 3.7 -2.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 13 1.8 -4.1
QTUM Defiance Quantum ETF 1.4 40 18 3.5 -2.4
FDD First Trust Stoxx European Select Dividend Index Fund 1.4 58 0 9.8 +3.8
PBD Invesco Global Clean Energy ETF 1.4 75 -17 0.2 -5.8
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 38 5.8 -0.2
IDV iShares International Select Dividend ETF 1.3 51 7 9.1 +3.2
TMFG Motley Fool Global Opportunities ETF 1.3 85 -27 3.7 -2.2
KNCT Invesco Next Gen Connectivity ETF 1.3 40 18 2.9 -3.0
TOLL Tema Durable Quality ETF 1.3 75 -17 3.8 -2.1
NATO Themes Transatlantic Defense ETF 1.3 35 23 1.9 -4.1
GINN Goldman Sachs Innovate Equity ETF 1.3 52 6 3.7 -2.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.2 75 -17 1.7 -4.2
TINT ProShares Smart Materials ETF 1.1 58 0 5.5 -0.5
WSML iShares MSCI World Small-Cap ETF 1.1 15 43 5.4 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -3 1.5 -4.4
IQRA IQ CBRE Real Assets ETF 1.0 65 -7 5.9 -0.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.0 39 19 0.9 -5.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 23 3.4 -2.5
HEAL Global X HealthTech ETF 1.0 50 8 -1.5 -7.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 10 2.5 -3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 9 4.5 -1.5
JADE JPMorgan Active Developing Markets Equity ETF 0.9 65 -7 6.1 +0.2
AGNG Global X Aging Population ETF 0.8 50 8 4.4 -1.6
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 13 4.4 -1.5
IQM Franklin Intelligent Machines ETF 0.8 50 8 1.1 -4.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.8 38 20 3.9 -2.1
EWO iShares MSCI Austria ETF 0.7 50 8 7.6 +1.6
BGDV Bahl & Gaynor Dividend ETF 0.7 45 13 3.9 -2.0
LOUP Innovator Deepwater Frontier Tech ETF 0.7 70 -12 0.8 -5.1
WAR U.S. Global Tech and Aerospace & Defense ETF 0.7 60 -2 0.1 -5.9
DRIV Global X Autonomous & Electric Vehicles ETF 0.7 68 -10 2.9 -3.0
FAN First Trust Global Wind Energy ETF 0.7 60 -2 2.8 -3.2
IBLC iShares Blockchain and Tech ETF 0.7 47 11 -1.2 -7.2
CGGR Capital Group Growth ETF 0.7 39 19 2.6 -3.4
AWAY ETFMG Travel Tech ETF 0.6 76 -18 1.1 -4.8
SUPL ProShares Supply Chain Logistics ETF 0.6 58 0 7.4 +1.4
GVAL Cambria Global Value ETF 0.6 68 -10 9.0 +3.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -22 9.3 +3.4
BMED Future Health ETF 0.6 85 -27 1.3 -4.7
FMED Fidelity Disruptive Medicine ETF 0.6 50 8 -1.2 -7.2
JDOC JPMorgan Healthcare Leaders ETF 0.6 65 -7 3.5 -2.4
GWX SPDR S&P International Small Cap ETF 0.5 40 18 5.9 -0.0
SHLD Global X Defense Tech ETF 0.5 50 8 3.1 -2.9
IDRV iShares Self-driving EV & Tech ETF 0.5 47 11 1.3 -4.7
WDNA WisdomTree BioRevolution Fund 0.5 45 13 -2.2 -8.2
EIRL iShares MSCI Ireland ETF 0.5 50 8 7.1 +1.2
ARB AltShares Merger Arbitrage ETF 0.4 77 -19 2.6 -3.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.4 75 -17 0.9 -5.1
JETS U.S. Global Jets ETF 0.4 60 -2 2.5 -3.4
DRNZ REX Drone ETF 0.4 65 -7 -1.6 -7.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 25 6.8 +0.8
CUT Invesco MSCI Global Timber ETF 0.4 61 -3 8.6 +2.7
SLX VanEck Steel ETF 0.4 56 2 10.1 +4.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 8.0 +2.0
CGW Invesco S&P Global Water Index ETF 0.3 57 1 4.6 -1.3
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 2.7 -3.3
UFO Procure Space ETF 0.3 75 -17 -0.1 -6.0
IXC iShares Global Energy ETF 0.3 44 14 7.3 +1.4
BOTZ Global X Robotics & Artificial Intelligence ETF 0.3 69 -11 1.8 -4.1
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.0 -2.9
EVX VanEck Environmental Services ETF 0.2 55 3 4.1 -1.9
PIO Invesco Global Water ETF 0.2 75 -17 4.5 -1.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 5.1 -0.9
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 3 3.7 -2.2
HAP VanEck Natural Resources ETF 0.2 50 8 6.8 +0.8
KROP Global X AgTech & Food Innovation ETF 0.2 50 8 6.8 +0.8
MOO VanEck Agribusiness ETF 0.2 53 5 9.2 +3.3
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 23 4.2 -1.8
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 5.0 -1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 2.9 -3.1
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 2.7 -3.3
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 5.9 -0.1
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 23 2.8 -3.1
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -17 -0.0 -6.0
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -2 4.4 -1.5
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 2.4 -3.6
FMET Fidelity Metaverse ETF 0.1 39 19 4.3 -1.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 11 5.3 -0.7
GKAT Scharf Global Opportunity ETF 0.1 57 1 5.8 -0.2
RVRB Reverb ETF 0.1 30 28 3.8 -2.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -17 4.2 -1.8
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -7 3.4 -2.6
TOGA Tremblant Global ETF 0.0 69 -11 -0.2 -6.1
GII SPDR S&P Global Infrastructure ETF 0.0 40 18 4.3 -1.6
IGF iShares Global Infrastructure ETF 0.0 41 17 4.2 -1.7
ABLG Abacus FCF International Leaders ETF 0.0 59 -1 6.4 +0.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -5.9

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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.