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EUDG - ETF AI Analysis
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WisdomTree Europe Quality Dividend Growth Fund (EUDG)
Rating:65Neutral
Price Target:
$38.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nestlé and Roche, have delivered strong year-to-date performance, supporting the fund’s overall growth.
Geographic Diversification
The ETF invests across multiple European countries, reducing reliance on any single economy.
Healthy Sector Balance
The fund is spread across defensive sectors like Health Care and Consumer Defensive, which can provide stability during market volatility.
Negative Factors
Underperforming Holdings
Some top holdings, like LVMH and Inditex, have shown weak year-to-date performance, which could drag on returns.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some passive funds, which may eat into long-term returns.
Limited U.S. Exposure
With only 3.7% allocated to U.S. companies, the fund may miss opportunities in the world’s largest stock market.
EUDG vs. SPDR S&P 500 ETF (SPY)
AUM82.33M
RegionEurope
Expense Ratio0.58%
Beta0.60
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield2.14%
Asset ClassEquity
Index TrackedWisdomTree Europe Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,911
30 Day Avg. Volume8,784
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering231
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUDG Summary
The WisdomTree Europe Quality Dividend Growth Fund (EUDG) is an ETF that focuses on high-quality European companies known for paying reliable dividends and showing strong growth potential. It follows the WisdomTree Europe Quality Dividend Growth Index and includes well-known companies like Nestlé and Novartis. This ETF is a good option for investors seeking stability and growth through exposure to diverse industries across Europe. However, since it focuses on European markets, its performance can be affected by economic conditions in the region.
How much will it cost me?The WisdomTree Europe Quality Dividend Growth Fund (EUDG) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on selecting high-quality European companies with strong dividend growth potential.
What would affect this ETF?Positive drivers for EUDG could include economic growth in Europe, which may boost consumer spending and industrial activity, benefiting sectors like Consumer Defensive and Industrials that have significant weight in the ETF. Additionally, strong performance from top holdings like Novartis and Nestlé, known for their financial stability and global reach, could enhance returns. On the downside, rising interest rates or economic slowdowns in Europe could negatively impact dividend-paying companies and consumer-focused sectors, while regulatory changes or geopolitical tensions might create uncertainty for businesses in the region.
EUDG Top 10 Holdings
The WisdomTree Europe Quality Dividend Growth Fund is leaning heavily on consumer staples and healthcare giants like Nestlé and Roche, both of which are steady performers thanks to strong financials and reliable dividends. Novartis is also adding a healthy dose of growth, while AstraZeneca’s robust pipeline is keeping the healthcare sector energized. On the flip side, BP’s mixed performance and valuation concerns are holding back the energy exposure. With its focus on developed Europe, the fund’s positioning is a blend of stability and growth, though its reliance on a few big names makes it somewhat concentrated.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nestlé SA | 5.17% | $4.16M | CHF201.86B | 12.62% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 4.65% | $3.74M | €310.18B | 5.92% | 78 Outperform | |
| Novartis AG | 4.54% | $3.65M | CHF201.32B | 12.01% | 80 Outperform | |
| Roche Holding AG | 4.45% | $3.58M | CHF230.07B | 39.34% | 73 Outperform | |
| Inditex | 3.18% | $2.56M | €146.44B | -7.15% | 78 Outperform | |
| BP p.l.c. | 3.00% | $2.41M | £71.08B | 19.79% | 63 Neutral | |
| Banco Bilbao Vizcaya Argentaria | 2.99% | $2.40M | €104.11B | 93.41% | 77 Outperform | |
| ― | 2.81% | $2.26M | ― | ― | ― | |
| AstraZeneca | 2.73% | $2.20M | £210.71B | 35.34% | 76 Outperform | |
| Unilever | 2.71% | $2.18M | £109.50B | -1.89% | 77 Outperform |
EUDG Technical Analysis
Negative
―
Price Trends
35.50
Negative
35.01
Positive
33.96
Positive
Market Momentum
0.06
Positive
44.53
Neutral
36.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUDG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 35.71, equal to the 50-day MA of 35.50, and equal to the 200-day MA of 33.96, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 44.53 is Neutral, neither overbought nor oversold. The STOCH value of 36.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EUDG.
EUDG Peer Comparison
Comparison Results
Performance Comparison
EUDG
WisdomTree Europe Quality Dividend Growth Fund
35.30
5.71
19.30%
FEUZ
First Trust Eurozone AlphaDEX ETF
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DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
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FLEU
Franklin FTSE Eurozone ETF
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PTEU
Pacer Trendpilot European Index ETF
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RFEU
First Trust Riverfront Dynamic Europe ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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