ducovest

EUSC:ARCA-WisdomTree Europe Hedged SmallCap Equity Fund (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 38.401

Change

+0.18 (+0.46)%

Market Cap

USD 0.19B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged SmallCap Equity Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a dividend weighted index designed to provide exposure to small cap equity securities within Europe, while at the same time neutralizing exposure to fluctuations between the value of the euro and the U.S. dollar. The fund is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 04/03/2015

Primary Benchmark: WisdomTree Europe Hdg SC Equity TR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.58%

Management Expense Ratio: 0.58 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
LI Li Auto Inc 2.26 %
BPXXY Bper Banca SpA ADR 2.13 %
BG Bunge Limited 1.94 %
EIA:F Elisa Oyj 1.83 %
BMED BlackRock Future Health ETF 1.69 %
BKT BlackRock Income Closed Fund 1.48 %
AEMMY A2A SpA ADR 1.34 %
CART Maplebear Inc. Common Stock 1.27 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-11 )

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

-1.35 (-2.03%)

 USD 18.49B
IEUR iShares Core MSCI Europe ETF 0.10 %

-1.13 (-1.99%)

 USD 4.40B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

-0.91 (-2.08%)

 USD 1.50B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

-0.50 (-1.39%)

 USD 0.34B
FLEE Franklin FTSE Europe ETF 0.09 %

-0.58 (-2.01%)

 USD 0.08B
EUDG WisdomTree Europe Quality Divi.. 0.58 %

-0.65 (-2.05%)

 N/A
GSEU Goldman Sachs ActiveBeta® Eur.. 0.25 %

-0.85 (-2.34%)

 N/A
DBEZ Xtrackers MSCI Eurozone Hedged.. 0.47 %

-0.81 (-1.78%)

 N/A
FDD First Trust STOXX® European S.. 0.57 %

-0.22 (-1.89%)

 N/A
FEU SPDR STOXX Europe 50 ETF 0.29 %

-0.85 (-2.05%)

 N/A

ETFs Containing EUSC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.66% 80% B- 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.66% 80% B- 40% F
Trailing 12 Months  
Capital Gain 14.83% 80% B- 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.83% 80% B- 41% F
Trailing 5 Years  
Capital Gain 18.50% 53% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.50% 53% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 8.59% 67% D+ 63% D
Dividend Return 12.31% 73% C 66% D+
Total Return 3.71% 80% B- 72% C
Risk Return Profile  
Volatility (Standard Deviation) 16.54% 87% B+ 63% D
Risk Adjusted Return 74.39% 87% B+ 86% B+
Market Capitalization 0.19B 17% F 19% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.