EUSC

WisdomTree Europe Hedged SmallCap Equity Fund
C

54
*Unless otherwise stated, data provided by FactSet.

EUSC Fund Description

EUSC tracks an index of dividend-paying, eurozone small-cap equities that hedges out euro/USD FX moves for US investors.

EUSC Factset Analytics Insight

EUSC provides currency-hedged exposure to dividend-paying eurozone small-caps. The fund, launched in March 2015, enters a once-sleepy segment dominated by first-mover DFE. Now other peers have entered (IEUS and SMEZ), but EUSC is the first ETF to hedge out euro/USD moves. The fund's eurozone universe removes stocks from the UK, Switzerland and Sweden—which together make up about 50% of our benchmark—from consideration. EUSC's country selection, FX hedge and dividend screen ensures it will Fit poorly to our benchmark. If that's a sticking point, investors may wish to consider HEUS, which piggy-backs onto IEUS for a more marketlike take. The fund offers decent liquidity to traders, with modest spreads. Larger investors should work with a market maker for the best execution. EUSC has a somewhat high fee for its space, but its tracking routinely beats its expense ratio by a significant margin.

EUSC MSCI ESG Analytics Insight

WisdomTree Europe Hedged SmallCap Equity Fund has an MSCI ESG Fund Rating of A based on a score of 6.04 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 Hedged SmallCap Equity Fund ranks in the 68th percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EUSC Charts And Performance

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PERFORMANCE [as of 10/17/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EUSC 0.36% 1.95% 19.51% 9.49% 10.54% -- --
EUSC (NAV) 0.64% 2.04% 19.65% 9.93% 10.70% -- --
MSCI Europe Small Cap Index 2.35% 1.90% 16.32% 2.26% 8.51% 7.66% 7.89%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EUSC Summary Data

WisdomTree
03/04/15
Open-Ended Fund
0.58%
$84.49M
$244.65K
0.19%

EUSC Portfolio Data

$3.19B
14.21
1.48
2.90%
12/23/19
282

EUSC Index Data

Dividends
Dividends
MSCI Europe Small Cap Index

EUSC Portfolio Management

0.58%
0.37%
0.64%
0.20%

EUSC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EUSC Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EUSC Factset Analytics Block Liquidity

As of 10/18/19
5
4
3
2
1

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

EUSC Tradability

8,211
$244.65K
6,183
$179.29K
0.19%
$0.06
-0.13%
1.06% / -2.45%
None
32.00%
50,000
0.12
0.13%
0.23%
0
$30.78
4

EUSC Sector/Industry Breakdown


EUSC
Segment Benchmark
23.22%
20.36%
21.39%
25.53%
15.98%
13.91%
10.74%
7.28%
6.46%
2.33%
6.35%
10.51%
5.39%
1.78%
5.37%
5.81%
2.69%
8.77%
2.40%
3.72%

EUSC Top 10 Holdings[View All]

1.76%
1.61%
1.24%
1.23%
1.21%
1.21%
1.21%
1.18%
1.14%
1.08%
12.87%

EUSC Countries


EUSC
Segment Benchmark
22.24%
6.38%
19.56%
10.75%
16.13%
6.22%
10.26%
2.26%
9.14%
3.92%
7.20%
5.03%
6.12%
1.62%
5.04%
3.64%
3.27%
0.61%
1.06%
0.77%

EUSC Regions


EUSC
Segment Benchmark
100.00%
99.28%
--
0.72%

EUSC Economic Development


EUSC
Segment Benchmark
100.00%
100.00%

EUSC Performance Statistics

0.81
0.77
0.66
0.84
0.43%
MSCI Europe Small Cap Index

EUSC MSCI ESG Ratings

A
6.04 / 10
3.86
67.57
0.89%
3.30%
162.03

EUSC Benchmark Comparison Holdings

282
991
245
26.07%

EUSC Benchmark Comparison Summary


EUSC
Segment Benchmark
282
991
$3.19B
$3.05B
14.21
21.82
1.48
1.69
4.55%
2.87%
Low
Low

EUSC Benchmark Comparison Market Cap Size


EUSC
Segment Benchmark
0.00%
0.00%
57.03%
51.57%
40.65%
43.22%
2.32%
5.21%