EUDG - ETF AI Analysis
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WisdomTree Europe Quality Dividend Growth Fund (EUDG)
Rating:65Neutral
Price Target:―
Positive Factors
Quality European Dividend Focus
The fund targets European companies with a focus on dividend growth and quality, which can appeal to investors seeking a mix of income and stability.
Broad Country and Sector Diversification
Holdings are spread across several major European countries and a wide range of sectors, helping reduce the impact if any single market or industry struggles.
Solid Recent Performance Trend
The ETF has shown steady gains over the past few months, indicating improving momentum in its underlying holdings.
Negative Factors
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can gradually reduce investors’ net returns over time.
Mixed Performance Among Top Holdings
While some major positions have been performing strongly, others have been weak or lagging, which can create uneven results for the fund.
Concentration in Europe with Limited U.S. Exposure
The ETF is heavily focused on European markets with only a small allocation to the U.S., so it may be more sensitive to Europe-specific economic and political risks.
EUDG vs. SPDR S&P 500 ETF (SPY)
AUM66.33M
RegionEurope
Expense Ratio0.58%
Beta0.64
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield2.33%
Asset ClassEquity
Index TrackedWisdomTree Europe Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,299
30 Day Avg. Volume11,958
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
60.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering227
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUDG Summary
EUDG is an ETF that follows the WisdomTree Europe Quality Dividend Growth Index, focusing on European companies that pay steady dividends and have room to grow. It holds well-known names like Nestlé, Novartis, and Unilever, spread across many sectors such as industrials, health care, and consumer goods. Someone might invest in this fund to get broad, diversified exposure to Europe while aiming for both income from dividends and long-term growth. A key risk is that European stocks can rise and fall with the overall market and regional economic conditions.
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
EUDG is leaning heavily on Europe’s defensive stalwarts, with Swiss healthcare names like Novartis and AstraZeneca acting as steady anchors, even if their recent gains have cooled. Consumer giants Nestlé and Unilever, once reliable engines, have been losing steam and quietly weighing on returns. Luxury powerhouse LVMH has also been lagging, turning what used to be a tailwind into a drag. Offsetting some of that softness, BP has been rising and giving the fund an energy boost. Overall, this is a developed Europe story, not a global tech rocket ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Novartis AG | 5.29% | $3.54M | CHF224.37B | 26.94% | 80 Outperform | |
| Nestlé SA | 4.97% | $3.33M | CHF198.27B | -3.88% | 71 Outperform | |
| Roche Holding AG | 4.53% | $3.03M | $319.34B | 22.67% | 73 Outperform | |
| BP p.l.c. | 3.85% | $2.58M | £88.53B | 32.99% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.45% | $2.31M | €234.18B | -17.04% | 78 Outperform | |
| Inditex | 3.34% | $2.23M | €159.85B | 10.71% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.00% | $2.01M | €107.46B | 51.21% | 76 Outperform | |
| Deutsche Telekom | 3.00% | $2.00M | €155.72B | -6.38% | 67 Neutral | |
| AstraZeneca | 2.90% | $1.94M | $308.91B | 33.79% | 80 Outperform | |
| Unilever | 2.43% | $1.62M | £91.49B | ― | 72 Outperform |
EUDG Technical Analysis
Positive
―
Price Trends
38.18
Negative
37.46
Negative
36.01
Positive
Market Momentum
-0.57
Negative
48.27
Neutral
85.94
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUDG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.47, equal to the 50-day MA of 38.18, and equal to the 200-day MA of 36.01, indicating a neutral trend. The MACD of -0.57 indicates Negative momentum. The RSI at 48.27 is Neutral, neither overbought nor oversold. The STOCH value of 85.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EUDG.
EUDG Peer Comparison
Comparison Results
Performance Comparison
EUDG
WisdomTree Europe Quality Dividend Growth Fund
36.75
6.95
23.32%
VGK
Vanguard FTSE Europe ETF
―
―
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DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
―
―
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FLEU
Franklin FTSE Eurozone ETF
―
―
―
PTEU
Pacer Trendpilot European Index ETF
―
―
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XEML
Xtrackers Europe Market Leaders 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.
DisclaimerThis 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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