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WisdomTree Europe Hedged Equity Fund - HEDJ

WisdomTree Europe Hedged Equity Fund - HEDJ

Profile

Data Providers

Quote

  • nav ($)
    66.54
  • nav change
    0.57 / 0.9%
(As of Friday January 19, 2018)

Overview

  • distribution channel

    Institutional

  • ticker

    HEDJ

  • category

    European Region Funds

  • management type

    Index

  • total assets

    $7.57B

Read description

Fund Scorecard

assets
$8B
Great
flows
$8B
Poor
fees
0.58%
Average
turnover
24%
Average
performance
17.87%
Average
manager tenure
8.1
Great

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Bank Of Stockton

Capital Analysts, Inc.
Rfg Advisory Group, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc

Ramsey Asset Management

Seabridge Investment Advisors Llc
Quintium Advisors, Llc

Scotia Capital Inc.

General Re New England Asset Management Inc
Agf Investments Inc.
Lowe Fs, Llc
Independent Portfolio Consultants, Inc.

Integral Derivatives, Llc

Ameriprise Financial Inc

Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Cls Investments, Llc
Bellecapital International Ltd.
Mather Group, Inc.
Efg Asset Management (Americas) Corp.
Starfire Investment Advisers, Inc.

Migdal Insurance & Financial Holdings Ltd.

Gradient Investments Llc
West Chester Capital Advisors, Inc

Whittier Trust Co Of Nevada Inc

Diversified Trust Co

Thompson Davis & Co., Inc.
Focused Wealth Management, Inc
Optimum Investment Advisors
Condor Capital Management

Royal Bank Of Canada

Marquette Asset Management Inc.
Waldron, Lp
One Capital Management, Llc

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.
Rockefeller Financial Services Inc
Capital Planning Advisors, Llc
Quadrant Capital Management, Llc
Usca Ria Llc

Jefferies Group Llc

Whalerock Point Partners, Llc
Stifel Financial Corp
Eaton Vance Management
Brown Advisory Inc
Fis Group, Inc.
Citadel Advisors Llc
Blair William & Co/Il

Cibc World Markets Inc.

Peoples Bank National Association

Efficient Market Advisors, Llc

Whittier Trust Co

Ancora Advisors, Llc
Pacwest Financial Management Inc
Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc

Guggenheim Capital Llc

Beacon Capital Management, Inc.
Sei Investments Co

Coordinating Investment Fiduciary Of Raytheon Master Pension Trust

Howland Capital Management Llc
Sii Investments Inc/Wi
Cumberland Advisors Inc

Ausdal Financial Partners, Inc.

Lvm Capital Management Ltd/Mi
3d Asset Management, Inc
Tortoise Investment Management, Llc
Baker Avenue Asset Management, Lp
Dynamic Advisors Solutions Llc
Quadrant Capital Group Llc
Cwm, Llc
Fmr Llc
Emerson Investment Management, Llc
Sarasin & Partners Llp

Evercore Wealth Management, Llc

Alphamark Advisors, Llc

Bank Of Nova Scotia

Ashfield Capital Partners, Llc
Td Asset Management Inc
Newsquare Capital Llc

Klingman & Associates, Llc

Blackrock Investment Management, Llc
Clear Harbor Asset Management, Llc
First Allied Advisory Services, Inc.
Strategic Investment Management, Llc
Beaumont Financial Partners, Llc

Haverford Trust Co

Umb Bank N A/Mo

Hokanson Associates, Inc.
San Francisco Sentry Investment Group (Ca)
Riverfront Investment Group, Llc
Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

Fulton Bank, N.A.

Millie Capital Management, Llc
Telemus Capital, Llc

Pennsylvania Trust Co

United Bank /Va/

Allianz Asset Management Ag

Heritage Wealth Advisors

Cadence Bank Na

Bnp Paribas Arbitrage, Sa

Massmutual Trust Co Fsb/Adv

Eastern Bank

Edmond De Rothschild (Suisse) S.A.

Comerica Bank

Simplex Trading, Llc

Compagnie Lombard, Odier Sca

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd

Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Spears Abacus Advisors Llc
Azimuth Capital Management Llc
Kingfisher Capital Llc
Koshinski Asset Management, Inc.

Webster Bank, N. A.

Janney Capital Management Llc
Private Advisor Group, Llc
Riverpoint Capital Management, Llc

Ubs Group Ag

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /De/

Ironsides Asset Advisors, Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Hbk Sorce Advisory Llc
Blackrock Inc.
Horan Capital Advisors, Llc.

Toronto Dominion Bank

Spruce Private Investors, Llc
Holderness Investments Co

Manufacturers Life Insurance Company, The

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Hilltop Holdings Inc.

Metlife Securities, Inc
Gemmer Asset Management Llc
Wedbush Morgan Securities Inc

United Services Automobile Association

Patten & Patten Inc/Tn
E&G Advisors, Lp

High Point Bank & Trust Co

Bank Of Hawaii
Colony Group Llc
Telemetry Investments, L.L.C.

Bank Of New York Mellon Corp

Permanens Capital L.P.
Woodmont Investment Counsel Llc
Ray Gerald L & Associates Ltd
Belmont Global Advisors, Inc.
Green Square Capital Llc
Cobiz Investment Management, Llc
Stadion Money Management, Llc

Tower Research Capital Llc

Ayalon Holdings Ltd.

Glovista Investments Llc
Madison Investment Holdings Inc
Stanley-Laman Group, Ltd.
Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Investment Centers Of America Inc
Hengehold Capital Management Llc

Commerce Bank

Beacon Trust Co
Blue Bell Private Wealth Management, Llc

Peapack Gladstone Financial Corp

Hsbc Holdings Plc

Atria Investments Llc
Eagle Global Advisors Llc
Fdx Advisors, Inc.
Williams Jones & Associates Llc

Progeny 3, Inc.

Country Club Trust Company, N.A.

Cambridge Investment Research Advisors, Inc.
First Republic Investment Management, Inc.
Essex Financial Services, Inc.
Hm Payson & Co

Edmond De Rothschild Holding S.A.

Archford Capital Strategies, Llc
Hightower Advisors, Llc

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd

Pointe Capital Management Llc
Lvw Advisors, Llc
Macroview Investment Management Llc
Patten Group, Inc.

Bancorpsouth Inc

Lenox Wealth Management, Inc.

Fifth Third Bancorp

Cornerstone Financial Partners, Llc

Sawtooth Asset Management, Inc.

Psagot Investment House Ltd.

Parallax Volatility Advisers, Llc
Raymond James Financial Services Advisors, Inc.
Citigroup Inc
Northern Capital Management Llc
Frontier Wealth Management Llc

Jacobus Wealth Management, Inc.

Barrington Strategic Wealth Management Group Llc
Nwi Management Lp

Venturi Wealth Management, Llc

First National Trust Co

American International Group Inc

Next Financial Group, Inc

Bank Hapoalim Bm

Winfield Associates, Inc.
Mengis Capital Management, Inc.
Northern Trust Corp
Ubs Oconnor Llc

Ladenburg Thalmann Financial Services Inc

Kornitzer Capital Management Inc /Ks
Beck Capital Management, Llc
Morgan Stanley
Plante Moran Financial Advisors, Llc
Weiss Multi-Strategy Advisers Llc

Sg Americas Securities, Llc

Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Financial Advisory Service, Inc.

United Bank, Inc.

Bessemer Group Inc

Stillwater Capital Advisors, Llc

Barnett & Company, Inc.

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Aviance Capital Management, Llc
Overbrook Management Corp
Coldstream Capital Management Inc
National Asset Management, Inc.
Taylor Wealth Management Partners
Us Bancorp \De\
Puplava Financial Services, Inc.
Janney Montgomery Scott Llc
Greenwood Capital Associates Llc

New York State Common Retirement Fund

Cheviot Value Management, Llc
Brown Brothers Harriman & Co
Feltz Wealth Plan Inc.
Miracle Mile Advisors, Llc
Tocqueville Asset Management L.P.
Joel Isaacson & Co., Llc

Coconut Grove Bank

Tompkins Financial Corp

Bbva Compass Bancshares, Inc

Boston Advisors Llc
Pinnacle Wealth Management Advisory Group, Llc
Oppenheimer & Co Inc
Pinnacle Associates Ltd
Payden & Rygel
Hoxton Financial, Inc.
Thrivent Financial For Lutherans
Albion Financial Group /Ut
Pinnacle Advisory Group, Inc.
Calvert Investment Management Inc.
Adell Harriman & Carpenter Inc
Richard Bernstein Advisors Llc
1832 Asset Management L.P.

Huntington National Bank

Valley National Advisers Inc

Mirae Asset Global Investments Co., Ltd.

Lakewood Capital Management, Lp
Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp

Union Bankshares Corp

Tillar-Wenstrup Advisors, Llc
Stratos Wealth Partners, Ltd.
Parsons Capital Management Inc/Ri
Edge Wealth Management Llc

Central Trust & Investment Co

Advisory Services Network, Llc
Sigma Planning Corp
Advocacy Wealth Management Services, Llc
Ipg Investment Advisors Llc
Bruderman Asset Management, Llc
Financial Partners Capital Management Llc
Interocean Capital, Llc

Proficio Capital Partners Llc

Suntrust Banks Inc

Rothschild Investment Corp /Il

Black Maple Capital Management Lp

Neuberger Berman Group Llc

Bronfman E.L. Rothschild, L.P.

State Of New Jersey Common Pension Fund D

Laurel Wealth Advisors, Inc.

Signature Estate & Investment Advisors Llc

M&T Bank Corp

National Planning Corp
Integrated Wealth Management
Spot Trading L.L.C

Susquehanna International Group, Llp

Confluence Wealth Management Llc
Transamerica Financial Advisors, Inc.
Concert Wealth Management Inc.
Livingston Group Asset Management Co (Operating As Southport Capital Management)

Barclays Plc

United Asset Strategies, Inc.
Forte Capital Llc /Adv

Pictet Bank & Trust Ltd

Credit Agricole S A

Ropes Wealth Advisors Llc
Brown Advisory Securities, Llc
Alerus Investment Advisors Corp

Credit Suisse Ag/

Richard C. Young & Co., Ltd.
Wells Fargo & Company/Mn
Murphy Capital Management Inc
Cetera Advisors Llc
Winch Advisory Services, Llc

State Street Corp

Foster Dykema Cabot & Co Inc/Ma
Athena Capital Advisors Llc
Ngam Advisors, L.P.
Edgemoor Investment Advisors, Inc.
Alpha Cubed Investments, Llc
Simmons First Trust Co Na

Dorsey & Whitney Trust Co Llc

Sheets Smith Wealth Management Inc
Kynikos Associates Lp

Point72 Asset Management, L.P.

Seaward Management Limited Partnership

Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Vicus Capital
Sterling Ridge Capital Management Lp
Baird Financial Group, Inc.
Lba Wealth Management, Llc
Hudock Moyer Wealth Resources, Llc
Welch & Forbes Llc
Kings Point Capital Management
Signaturefd, Llc
Zweig-Dimenna Associates Llc

Synovus Financial Corp

Provise Management Group, Llc

Ifp Advisors, Inc

Davidson D A & Co
Vontobel Swiss Wealth Advisors Ag

Arrow Financial Corp

Hudson Bay Capital Management Lp
Makena Capital Management Llc

Jane Street Group, Llc

Courier Capital Corp
Train Babcock Advisors Llc
Homrich & Berg
Jpmorgan Chase & Co
Caprock Group, Inc.
Moors & Cabot, Inc.
Bb&T Securities, Llc

Strategic Financial Group, Llc

American Independence Financial Services Llc

Dg Capital Management Inc

Glenmede Trust Co Na
Putnam Fl Investment Management Co
Financial Advantage, Inc.
Argentus Capital Management, Llc
Prospera Financial Services Inc

Two Sigma Securities, Llc

Garde Capital, Inc.
Gupta Wealth Management Llc

Institute For Wealth Management, Llc.

Creative Planning

Natixis

Financial Architects, Inc
Gm Advisory Group, Inc.

Banque Pictet & Cie Sa

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $7.57B

    (Through Dec 2017)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $8.22B

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.58%

    Average
    There is no Fee data available to display at this time.

    Turnover

    turnover

    24%

    Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    17.87%

    There is no Performance data available to display at this time.
    Peer Group consists of 164 European Region Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 4.45
    Sharpe Ratio ² 0.63
    R-Squared ³ 0.39
    Beta ³ 0.97
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    #[[rank]] out of [[total]]
    European Region Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Karen Q. Wong

      01-01-2009 - present
    • Richard A. Brown

      01-01-2009 - present
    • Thomas J. Durante

      01-01-2009 - present