EUSC

WisdomTree Europe Hedged SmallCap Equity Fund
C

43
*Unless otherwise stated, data provided by FactSet.

EUSC Fund Description

The WisdomTree Europe Hedged SmallCap Equity ETF 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

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 August 19, 2018 the WisdomTree Europe Hedged SmallCap Equity Fund MSCI ESG Fund Quality Score is 5.81 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. EUSC ranks in the 4th percentile within its peer group and in the 61st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

EUSC 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 08/17/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EUSC -1.67% -4.02% -1.24% 4.08% 8.48% -- --
EUSC (NAV) -1.64% -4.31% -1.68% 3.15% 8.65% -- --
WisdomTree Europe Hedged SmallCap Equity Index -1.43% -4.28% -1.99% 2.72% 8.83% -- --
MSCI Europe Small Cap -4.07% -6.66% -3.96% 4.88% 7.77% 8.92% 7.81%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EUSC Top 10 Countries

EUSC Top 10 Sectors

EUSC Top 10 Holdings [View All]

EUSC Summary Data

WisdomTree
03/04/15
Open-Ended Fund
0.58%
$185.63M
$457.38K
0.14%

EUSC Portfolio Data

$3.49B
15.05
1.59
2.29%
09/25/18
280

EUSC Index Data

Dividends
Dividends
MSCI Europe Small Cap

EUSC Portfolio Management

0.58%
-0.04%
0.57%
-0.98%

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
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EUSC Factset Analytics Block Liquidity

As of 08/20/18
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

14,816
$457.38K
6,983
$224.16K
0.14%
$0.04
-0.04%
1.86% / -2.74%
None
32.00%
50,000
0.14
0.13%
0.22%
23
$30.09
4

EUSC Sector/Industry Breakdown


EUSC
Segment Benchmark
21.51%
23.20%
21.35%
20.76%
14.13%
14.34%
8.09%
5.89%
8.04%
8.00%
6.71%
2.02%
6.31%
2.16%
4.77%
8.99%
2.74%
7.10%
2.32%
3.28%

EUSC TOP 10 HOLDINGS[View All]

2.11%
1.73%
1.70%
1.64%
1.44%
1.25%
1.24%
1.15%
1.06%
1.03%
14.35%

EUSC Countries


EUSC
Segment Benchmark
24.31%
6.62%
16.35%
10.67%
16.28%
6.81%
11.69%
4.93%
10.41%
2.72%
7.33%
4.65%
5.35%
1.40%
4.91%
2.81%
3.38%
0.71%
1.08%
1.43%

EUSC Regions


EUSC
Segment Benchmark
101.08%
99.50%
--
0.50%

EUSC Economic Development


EUSC
Segment Benchmark
100.00%
100.00%

EUSC Performance Statistics

0.64
0.69
0.71
0.80
0.46%
MSCI Europe Small Cap

EUSC MSCI ESG Ratings

5.81 / 10
4.21
61.16
2.80%
4.24%
145.87

EUSC BENCHMARK COMPARISON HOLDINGS

280
998
245
26.52%

EUSC BENCHMARK COMPARISON SUMMARY


EUSC
Segment Benchmark
280
998
$3.49B
$3.28B
15.05
23.19
1.59
1.91
3.98%
2.50%
--
--

EUSC BENCHMARK COMPARISON MARKET CAP SIZE


EUSC
Segment Benchmark
0.89%
0.00%
64.43%
55.41%
32.77%
41.38%
1.91%
3.22%