OPPJ uses passive management to track an index of Japanese companies with attractive valuations and potential geopolitical benefits. To qualify for the index, companies must operate primarily in Japan, be listed on the Tokyo Stock Exchange, have a market capitalization greater than $100M, and meet specific trading volume criteria. The index selects securities based on shareholder yield, liquidity, and market-cap. Securities selected are then weighted based on strategic holdings, total shareholder yield, corporate governance, and thematic opportunities. It includes 100-150 securities, reconstituted quarterly, and denominated in yen, incurring currency risk. Dynamic hedging mitigates currency risk using momentum, interest rates, geopolitical events, and trends, employing currency forward/futures contracts to offset currency fluctuations. Prior to July 1, 2025, the fund name was WisdomTree Japan Hedged SmallCap Equity Fund, tracked an index with the same name, and the ticker was DXJS.
公司网站 :
https://www.wisdomtree.com/investments/etfs/equity/oppj
总经理:-
建立时间:2013
公司总部:WisdomTree Japan Opportunities Fund
领域:Miscellaneous
行业:Investment trusts/Mutual funds