EUDG

WisdomTree Europe Quality Dividend Growth Fund
*Unless otherwise stated, data provided by FactSet.

EUDG Fund Description

EUDG tracks an index of companies in developed Europe, selected for growth characteristics and weighted by total dividends paid.

EUDG Factset Analytics Insight

EUDG screens 300 developed Europe stocks, based on combined ranking of growth and quality factors. Index selection starts with EUDG’s parent index — WisdomTree International Equity Index. Growth factor ranking uses long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for ROE and ROA. Index weighting is based on the total regular cash dividends paid by all the companies in the Index over the prior annual cycle, heavily weighting those paying more. Issuers are capped at 5% and the maximum weight of any one sector or country is capped at 20% and 25%, respectively. The index is reconstituted annually. Prior to August 31, 2015, the WisdomTree Europe Quality Dividend Growth Index was named the WisdomTree Europe Dividend Growth Index.

EUDG MSCI ESG Analytics Insight

WisdomTree Europe Quality Dividend Growth Fund has an MSCI ESG Fund Rating of AA based on a score of 7.86 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. WisdomTree Europe Quality Dividend Growth Fund ranks in the 94th percentile within its peer group and in the 88th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EUDG Charts And Performance

Price Chart ($)
Total Return Chart (%)
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PERFORMANCE [as of 08/13/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EUDG 5.43% 20.94% 0.28% 13.92% 5.15% 5.77% --
EUDG (NAV) 4.36% 20.42% 1.10% 14.45% 5.45% 5.98% --
MSCI Europe IMI -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EUDG Summary Data

WisdomTree
05/07/14
Open-Ended Fund
0.58%
$31.97M
$193.98K
0.17%

EUDG Portfolio Data

$89.71B
22.94
3.84
1.87%
09/22/20
188

EUDG Index Data

Dividends
Multi-Factor
MSCI Europe IMI

EUDG Portfolio Management

0.58%
-0.66%
-0.63%
-0.71%

EUDG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EUDG Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EUDG Factset Analytics Block Liquidity

As of 08/14/20
5
4
3
2
1

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

EUDG Tradability

7,432
$193.98K
3,441
$87.85K
0.17%
$0.05
0.09%
5.03% / -3.98%
None
0.00%
50,000
0.07
0.00%
0.03%
0
$27.79
4

EUDG Sector/Industry Breakdown


EUDG
Segment Benchmark
20.95%
13.59%
17.90%
15.56%
15.32%
11.35%
15.26%
13.49%
12.97%
7.62%
8.72%
8.10%
3.76%
17.63%
2.35%
5.24%
1.71%
2.95%
1.06%
4.46%

EUDG Top 10 Holdings[View All]

6.93%
4.66%
4.24%
3.95%
3.59%
3.40%
3.36%
3.33%
3.10%
2.46%
39.02%

EUDG Countries


EUDG
Segment Benchmark
22.23%
24.26%
18.22%
15.78%
16.43%
15.75%
10.20%
14.18%
7.83%
3.71%
7.69%
6.73%
4.49%
1.72%
3.98%
3.85%
3.79%
5.82%
2.47%
1.22%

EUDG Regions


EUDG
Segment Benchmark
100.00%
99.68%
--
0.32%

EUDG Economic Development


EUDG
Segment Benchmark
100.00%
100.00%

EUDG Performance Statistics

0.97
0.89
0.86
0.86
0.33%
MSCI Europe IMI

EUDG MSCI ESG Ratings

7.86 / 10
87.90
93.70
19.83%
9.17%
103.37

EUDG Benchmark Comparison Holdings

188
1365
177
29.15%

EUDG Benchmark Comparison Summary


EUDG
Segment Benchmark
188
1365
$89.71B
$68.62B
22.94
20.53
3.84
1.65
2.94%
3.37%
Medium
Low

EUDG Benchmark Comparison Market Cap Size


EUDG
Segment Benchmark
81.77%
74.67%
15.40%
18.91%
2.83%
5.74%
0.00%
0.68%