Wisdomtree Japan Hedged Currency ETF | DXJ

Medium RiskEquity
Wisdomtree Japan Hedged Currency ETF
Issued by:Wisdom Tree
Index : AMEX
Unit Price (NAV) :
Minimum investment: 3 units
Wisdomtree Japan Hedged Currency ETF | DXJ

Wisdomtree Japan Hedged Currency ETF | DXJ


The DXJ allows the investor to gain broad equity exposure to Japanese dividend-paying companies with an exporter tilt. Currency hedging mitigates exposure to fluctuations of the Japanese yen. An investment in this fund helps to maintain Japanese equity exposure while neutralizing currency fluctuations of the Japanese yen relative to the US dollar.

The fund is ideal for investors who believe that the yen will weaken against the dollar but still have a bullish outlook on Japanese equities.

About the Fund Manager:
WisdomTree launched its first Exchange Traded Funds in June of 2006 and is currently one of the largest Exchange Traded Product (ETP) sponsor in the U.S. WisdomTree offers ETPs covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories (as measured by assets under management).

Consumer Discretionary (24.42%), Industrials (20.65%), Financials (12.83%), Information Technology (11.27%), Materials (10.26%), Health Care (8.94%), Consumer Staples (8.69%), Communication (2.44%), Energy (0.30%), Utilities (0.20%)

100% of the portfolio is focussed on Japan.

Investment Strategy:
The DXJ seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged Equity Index. The fund is a 'pure play' on the performance of Japanese stocks, stripping out the impact of the yen and its changes in value.

Recommended for:

Additional Information:
1. Fund Factsheet
2. Top Currency Hedged ETFs
3. How Currency-Hedged ETFs Work


Wisdomtree Japan Hedged Currency ETF13.41%30.76%6.44%11.43%9.56%

Asset Class

Asset type breakdown
Stock non-US100%

DXJ Holdings - Top 10

NameiWeightage (%)
Toyota Motor Corporation5.64%
Mitsubishi UFJ Financial Group, Inc4.62%
Sumitomo Mitsui Financial Group, Inc3.35%
Japan Tobacco Inc3.16%
Takeda Pharmaceutical Company Limited2.88%
Nintendo Co., Ltd2.59%
Tokyo Electron Limited2.46%
ITOCHU Corporation2.44%
Mitsubishi Corporation2.40%
Mizuho Financial Group, Inc2.22%

DXJ Sectors/Industry Breakdown

Sectori% of market value
Consumer Cyclicals16.87%
Financial Services15.45%
Consumer Defensive8.53%
Basic Materials8.52%
Communication Services4.47%

DXJ Countries

Countryi% of market value

Returns Calculator

Investment ofper month
gives returns of :
at 6.40% / annum
$in 10 years
for a time period of
Returnsbased on historic SIP returns of 6.40% per annum
$+ 6.40

DXJ Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol DXJ
Exchange ARCX
ISIN US97717W8516
Cat. Benchmark MSCI ACWI Ex USA NR USD
Asset class Equity
Category Japan Stock
Country US

DXJ Portfolio Data & Volatility Analysis

Net Expense Ratio 0.48i
Beta 0.89i
Valuations Rates Portfolio PE 13.19449i
3 Year Standard Deviation 19.37i

Fund Strategy

WisdomTree Japan Hedged Equity Fund seeks to track the investment results that correspond to the WisdomTree Japan Hedged Equity Index. The Fund invests in dividend paying companies incorporated in Japan and listed on the Tokyo Stock Exchange, while neutralizing the risk of the Japanese yen's fluctuations relative to the USD.

DXJ Fact Sheets & Reports

About Wisdom Tree

Wisdom Tree is an American fund manager founded in 2006. WisdomTree Investments uses index-based funds to employ a weighted investment methodology, which weights securities on the basis of factors such as dividends or earnings. According to WisdomTree, their utilization of a "differentiated" approach, employing a distinctive index-based methodology, helps deliver better risk-adjusted returns in long term.

Wisdomtree Japan Hedged Currency ETF | DXJ