HEDJ Performance — WisdomTree Europe Hedged Equity Fund
Data updated: 2026-08-31
HEDJ returned +8.94% year to date and +20.49% over one year to Jun 2026. Annualised returns are +14.49% over 3 years and +11.40% over 5 years. Against its Europe Equity category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $150, against $151 for the category, and to $120 over one year, against $114. Volatility over the past three years was 12.40% a year. In the 12 months to Jun 2026 the fund lost a net $142.6M, and assets reached $1.84B.
HEDJ Growth of $100
What $100 invested in WisdomTree Europe Hedged Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Europe Equity category average over the same months.
| Period | HEDJ | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $120 | $114 |
| 3 years (Jul 2023 – Jun 2026) | $150 | $151 |
| 5 years (Jul 2021 – Jun 2026) | $172 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $206 | $183 |
HEDJ Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.94% |
| 1 year | +20.49% |
| 3 years (annualised) | +14.49% |
| 5 years (annualised) | +11.40% |
HEDJ Annual Returns
Calendar-year total returns of WisdomTree Europe Hedged Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.94% |
| 2025 | +23.32% |
| 2024 | +5.64% |
| 2023 | +26.38% |
| 2022 | −10.19% |
| 2021 | +23.56% |
| 2020 | −2.89% |
| 2019 (Jul–Dec) | +6.76% |
HEDJ Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +4.0% | −8.5% | +5.4% | +4.2% | +2.0% | — | — | — | — | — | — |
| 2025 | +7.9% | +3.9% | −4.1% | −0.3% | +5.4% | −1.3% | +1.7% | +1.6% | +1.4% | +2.9% | +0.8% | +1.8% |
| 2024 | +1.6% | +5.9% | +4.5% | −3.2% | +1.5% | −2.3% | −1.7% | +1.4% | −0.2% | −3.4% | +0.2% | +1.6% |
| 2023 | +9.5% | +4.2% | +2.4% | +0.2% | −2.8% | +5.0% | +2.7% | −3.2% | −2.1% | −3.3% | +8.2% | +3.9% |
| 2022 | −3.8% | −4.7% | +0.4% | −0.2% | +0.3% | −9.6% | +7.4% | −5.7% | −4.9% | +8.0% | +8.0% | −4.2% |
| 2021 | −0.1% | +0.8% | +8.7% | +1.6% | +2.9% | +1.5% | +2.2% | +2.2% | −4.1% | +3.3% | −2.7% | +5.7% |
| 2020 | −3.3% | −8.8% | −16.4% | +8.4% | +3.7% | +5.0% | −0.8% | +3.1% | +1.0% | −5.6% | +13.1% | +1.3% |
| 2019 | — | — | — | — | — | — | +0.3% | −2.1% | +3.6% | +0.9% | +2.8% | +1.1% |
HEDJ Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.40%
- 3-year Sharpe ratio: 0.81 (vs 4.5% risk-free rate)
- Best month: +8.24% (Nov 2023)
- Worst month: −8.54% (Mar 2026)
HEDJ Fund Flows
Monthly money in and out of WisdomTree Europe Hedged Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$142.6M
- 12-month gross sales (incl. reinvestments): $65.6M
- Sales ÷ redemptions: 0.31×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $0 | $0 |
| May 2026 | $0 | $8.3M | −$8.3M |
| Apr 2026 | $0 | $16.3M | −$16.3M |
| Mar 2026 | $0 | $23.4M | −$23.4M |
| Feb 2026 | $0 | $0 | $0 |
| Jan 2026 | $0 | $19.0M | −$19.0M |
| Dec 2025 | $0 | $5.3M | −$5.3M |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $123.8M | −$123.8M |
| Sep 2025 | $0 | $0 | $0 |
| Aug 2025 | $65.6M | $0 | $65.6M |
| Jul 2025 | $0 | $12.2M | −$12.2M |
HEDJ Assets Under Management
Net assets of WisdomTree Europe Hedged Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.84B |
| 2026-03-31 | $1.70B |
| 2025-12-31 | $1.79B |
| 2025-09-30 | $1.82B |
| 2025-06-30 | $1.69B |
| 2025-03-31 | $1.67B |
| 2024-12-31 | $1.46B |
| 2024-09-30 | $1.64B |
| 2024-06-30 | $1.72B |
| 2024-03-31 | $1.90B |
| 2023-12-31 | $1.46B |
| 2023-09-30 | $1.37B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.