EUMF

WisdomTree Europe Multifactor Fund
D

76
*Unless otherwise stated, data provided by FactSet.

EUMF Fund Description

The WisdomTree Europe Multifactor ETF is an actively-managed portfolio of European equities.

EUMF Factset Analytics Insight

EUMF is an actively-managed take on European multi-factor investing. The fund seeks to identify equity securities that have the highest potential for returns using factors such as: value, quality, momentum, and correlation. EUMF uses a proprietary quantitative model to find stocks for inclusion, though a more active approach may be taken depending on such factors as market conditions and investment opportunities. Additionally, EUMF will manage currency risk by dynamically hedging fluctuations in relative value of applicable European currencies against the U.S. dollar.

EUMF MSCI ESG Analytics Insight

WisdomTree Europe Multifactor Fund has an MSCI ESG Fund Rating of A based on a score of 6.93 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 Multifactor Fund ranks in the 87th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EUMF 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 07/17/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EUMF 1.09% -0.81% 13.17% -1.23% 10.81% -- --
EUMF (NAV) 1.10% -0.89% 12.83% -1.61% 9.66% -- --
No Underlying Index -- -- -- -- -- -- --
MSCI Europe IMI 2.46% -0.44% 14.82% -1.41% 8.17% 1.77% 7.04%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EUMF Top 10 Countries

EUMF Top 10 Sectors

EUMF Top 10 Holdings [View All]

EUMF Summary Data

WisdomTree
01/07/16
Open-Ended Fund
0.43%
$12.82M
$2.91K
0.36%

EUMF Portfolio Data

$23.88B
14.12
1.73
4.92%
09/24/19
201

EUMF Index Data

No Underlying Index
Proprietary
Proprietary
MSCI Europe IMI

EUMF Portfolio Management

0.43%
-0.09%
0.24%
-0.26%

EUMF Tax Exposures

20.00% / 39.60%
1.15%
Qualified dividends
No

EUMF Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
High
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EUMF Factset Analytics Block Liquidity

As of 07/18/19
5
4
3
2
1

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

EUMF Tradability

74
$2.91K
1
0
0.36%
$0.10
-0.05%
3.75% / -2.83%
None
31.00%
50,000
0.00
0.18%
0.13%
--
$28.44
4

EUMF Sector/Industry Breakdown


EUMF
Segment Benchmark
21.24%
20.23%
15.04%
13.48%
12.40%
11.62%
10.90%
13.73%
9.94%
12.49%
7.52%
3.87%
6.76%
5.96%
6.56%
8.15%
4.97%
7.13%
4.66%
3.35%

EUMF TOP 10 HOLDINGS[View All]

0.96%
0.95%
0.94%
0.93%
0.91%
0.91%
0.90%
0.89%
0.89%
0.89%
9.17%

EUMF Countries


EUMF
Segment Benchmark
27.96%
27.73%
13.41%
13.89%
12.10%
15.98%
10.05%
13.69%
8.52%
4.73%
6.93%
3.83%
4.90%
4.78%
4.15%
5.43%
3.39%
1.79%
2.61%
2.84%

EUMF Regions


EUMF
Segment Benchmark
99.22%
99.25%
0.78%
0.75%

EUMF Economic Development


EUMF
Segment Benchmark
100.00%
100.00%

EUMF Performance Statistics

0.91
0.86
0.80
0.90
0.27%
MSCI Europe IMI

EUMF MSCI ESG Ratings

A
6.93 / 10
28.34
87.19
4.03%
4.85%
182.36

EUMF BENCHMARK COMPARISON HOLDINGS

201
1414
192
22.55%

EUMF BENCHMARK COMPARISON SUMMARY


EUMF
Segment Benchmark
201
1414
$23.88B
$67.40B
14.12
16.61
1.73
1.73
3.76%
3.61%
Low
Low

EUMF BENCHMARK COMPARISON MARKET CAP SIZE


EUMF
Segment Benchmark
34.21%
74.21%
44.27%
19.36%
21.36%
5.78%
0.16%
0.64%