EDOM

WisdomTree Europe Domestic Economy Fund
C

64
*Unless otherwise stated, data provided by FactSet.

EDOM Fund Description

EDOM tracks an index of stocks that trade on eurozone exchanges and generate a majority of revenue in Europe, with certain sectors omitted. Stocks are weighted by both market cap and correlation to an economic index.

EDOM Factset Analytics Insight

EDOM bets on homegrown growth in Europe by focusing on firms in "growthier" sectors with mostly local revenue. It isn't strictly eurozone only, but might as well be: Stocks must trade in euros on major eurozone exchanges. Only firms with more than 50% of revenue in Europe make the cut, while less dynamic sectors—consumer staples, health care, utilities and telecom—are omitted. Tweaking the local growth angle a bit more, the fund weights its names 25% by market cap and 75% by long-term return correlation to an index, the European Commission Economic Sentiment Indicator. Single-sector and country caps are set at 33% at rebalance, and may well have an impact given the exclusions in each case. Consistent with the fund's aim, we expect lots of active risk (and poor Fit) relative to our cap-weighted benchmark. EDOM underwent a name change, ticker, and index rebranding on 3/17/2017. There is no material change to the fund's investment strategy and exposure.

EDOM MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of December 9, 2018 the WisdomTree Europe Domestic Economy Fund MSCI ESG Fund Quality Score is 6.20 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EDOM ranks in the 9th percentile within its peer group and in the 73th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

EDOM CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 12/07/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EDOM -8.18% -15.30% -22.51% -20.94% 0.40% -- --
EDOM (NAV) -8.89% -15.16% -21.71% -20.12% 0.77% -- --
MSCI Europe IMI -6.46% -9.25% -13.80% -11.31% 2.22% 0.99% 8.43%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EDOM Top 10 Countries

EDOM Top 10 Sectors

EDOM Top 10 Holdings [View All]

EDOM Summary Data

WisdomTree
10/29/15
Open-Ended Fund
0.48%
$4.55M
$24.43K
0.13%

EDOM Portfolio Data

$18.98B
12.58
1.30
8.12%
12/24/18
277

EDOM Index Data

WisdomTree Europe Local Recovery Index
Multi-Factor
Fundamental
MSCI Europe IMI

EDOM Portfolio Management

0.48%
0.26%
0.59%
-0.02%

EDOM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EDOM Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EDOM Factset Analytics Block Liquidity

As of 12/10/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EDOM. EDOM is rated a 4 out of 5.

EDOM Tradability

906
$24.43K
239
$6.53K
0.13%
$0.03
0.00%
3.06% / -2.66%
None
32.00%
50,000
0.00
0.18%
0.17%
--
$22.80
4

EDOM Sector/Industry Breakdown


EDOM
Segment Benchmark
31.80%
19.89%
25.43%
12.67%
17.70%
10.92%
6.71%
7.13%
6.10%
5.46%
5.91%
8.50%
1.60%
3.45%
0.40%
12.51%

EDOM TOP 10 HOLDINGS[View All]

2.34%
1.62%
1.57%
1.19%
1.05%
1.01%
1.01%
0.89%
0.89%
0.82%
12.39%

EDOM Countries


EDOM
Segment Benchmark
25.95%
15.59%
21.96%
13.81%
15.80%
3.84%
10.83%
4.70%
7.65%
5.31%
4.98%
1.77%
4.44%
1.74%
3.54%
0.55%
2.06%
0.57%
1.67%
0.31%

EDOM Regions


EDOM
Segment Benchmark
100.00%
99.26%
--
0.74%

EDOM Economic Development


EDOM
Segment Benchmark
100.00%
100.00%

EDOM Performance Statistics

0.90
1.06
0.99
1.03
0.33%
MSCI Europe IMI

EDOM MSCI ESG Ratings

6.20 / 10
9.32
73.42
3.00%
4.41%
168.17

EDOM BENCHMARK COMPARISON HOLDINGS

277
1428
264
18.67%

EDOM BENCHMARK COMPARISON SUMMARY


EDOM
Segment Benchmark
277
1428
$18.98B
$63.17B
12.58
14.48
1.30
1.76
3.52%
3.53%
Low
Low

EDOM BENCHMARK COMPARISON MARKET CAP SIZE


EDOM
Segment Benchmark
35.20%
73.80%
36.28%
19.99%
28.32%
5.64%
0.19%
0.56%