EUDG:ARCA-WisdomTree Europe Quality Dividend Growth Fund (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 22.365

Change

+0.20 (+0.88)%

Market Cap

USD 0.02B

Volume

5.60K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Quality Dividend Growth Index. At least 80% of the fund's total assets will be invested in the 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 consists of dividend-paying common stocks of companies with growth characteristics that are incorporated and listed on a stock exchange in one of the following countries: Germany, Switzerland, United Kingdom, etc. The fund is non-diversified.

Inception Date: 07/05/2014

Primary Benchmark: WisdomTree Europe Quality Div Grw 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
MC 6.15 %
ADTX 3.94 %
ASML 2.86 %
DTE 2.82 %
ROG 2.67 %
OR 2.58 %
SAN 2.38 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Europe Stock

ETFs Containing EUDG

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 -19.87% 86% B+ 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.87% 86% B+ 54% F
Trailing 12 Months  
Capital Gain -11.71% 91% A- 62% D
Dividend Return 2.00% 27% F 49% F
Total Return -9.71% 91% A- 62% D
Trailing 5 Years  
Capital Gain -6.34% 100% F 62% D
Dividend Return 10.93% 20% F 43% F
Total Return 4.59% 93% A 55% F
Average Annual (5 Year Horizon)  
Capital Gain 3.90% 67% D+ 55% F
Dividend Return 6.16% 56% F 50% F
Total Return 2.26% 11% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 12.79% 67% D+ 62% D
Risk Adjusted Return 48.15% 56% F 49% F
Market Capitalization 0.02B 48% F 17% 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:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.