EUSC

WisdomTree Europe Hedged SmallCap Equity Fund
*Unless otherwise stated, data provided by FactSet.

EUSC Fund Description

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

EUSC Factset Analytics Insight

EUSC provides currency-hedged exposure to the dividend-paying eurozone small-cap space. The fund is the first ETF in the segment to hedge out EUR/USD moves. The fund's eurozone universe removes UK, Switzerland and Sweden stocks from consideration. EUSC's country selection, FX hedge and dividend screen skews away from a market-like portfolio. Holdings are dividend-weighted as well, with single security and sector weights capped at 2% and 25%, respectively. The index is reconstituted annually.

EUSC MSCI ESG Analytics Insight

WisdomTree Europe Hedged SmallCap Equity Fund has an MSCI ESG Fund Rating of AA based on a score of 7.16 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 76th percentile within its peer group and in the 11st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 09/16/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EUSC -0.58% 2.66% 21.73% 34.77% 9.75% 11.66% --
EUSC (NAV) -0.69% 2.09% 20.15% 33.07% 9.44% 11.70% --
MSCI Europe Small Cap Index -0.40% 1.16% 17.40% 39.62% 11.92% 13.08% 12.32%
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%
$54.63M
$105.94K
0.16%

EUSC Portfolio Data

$5.54B
13.23
1.63
3.60%
N/A
175

EUSC Index Data

Dividends
Dividends
MSCI Europe Small Cap Index

EUSC Portfolio Management

0.58%
--
--
--

EUSC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EUSC Fund Structure

Open-Ended Fund
Yes
Yes
-- / --
N/A
N/A
Medium
Daily

EUSC Factset Analytics Block Liquidity

As of 09/17/21
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 3 out of 5.

EUSC Tradability

2,935
$105.94K
1,915
$69.32K
0.16%
$0.06
-0.07%
2.06% / -1.42%
None
32.00%
50,000
0.04
0.11%
0.37%
0
$36.52
3

EUSC Sector/Industry Breakdown


EUSC
Segment Benchmark
24.09%
22.45%
17.85%
22.02%
10.28%
2.15%
10.16%
7.76%
9.47%
10.28%
7.76%
15.22%
6.37%
1.25%
5.95%
2.08%
4.33%
4.96%
3.47%
7.62%

EUSC Top 10 Holdings[View All]

4.30%
2.95%
2.72%
2.40%
2.30%
2.06%
1.97%
1.85%
1.78%
1.73%
24.06%

EUSC Countries


EUSC
Segment Benchmark
20.22%
5.11%
14.97%
9.35%
13.48%
5.58%
13.44%
3.33%
12.04%
2.77%
10.25%
4.26%
8.43%
3.42%
4.47%
1.63%
1.50%
0.36%
1.19%
0.93%

EUSC Regions


EUSC
Segment Benchmark
100.00%
99.51%
--
0.49%

EUSC Economic Development


EUSC
Segment Benchmark
100.00%
100.00%

EUSC Performance Statistics

0.77
0.67
0.68
0.68
0.51%
MSCI Europe Small Cap Index

EUSC MSCI ESG Ratings

7.16 / 10
10.71
76.40
1.66%
11.90%
243.68

EUSC Benchmark Comparison Holdings

175
1019
148
15.82%

EUSC Benchmark Comparison Summary


EUSC
Segment Benchmark
175
1019
$5.54B
$4.20B
13.23
209.19
1.63
2.06
3.07%
1.68%
Low
Low

EUSC Benchmark Comparison Market Cap Size


EUSC
Segment Benchmark
4.06%
0.00%
75.31%
67.14%
19.61%
31.87%
1.03%
0.99%