EUDG - ETF AI Analysis
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WisdomTree Europe Quality Dividend Growth Fund (EUDG)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Year-To-Date Performance
The fund has delivered positive returns so far this year, showing it has held up reasonably well in the current market.
Strong Contributors Among Top Holdings
Several major positions, including BP and multiple healthcare names, have shown strong or steady performance, helping support the ETF’s overall results.
Broad European Diversification
Holdings spread across many European countries, with some U.S. exposure, help reduce the impact of problems in any single market.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Mixed Performance Among Top Holdings
Some large positions, such as Nestlé, Roche, LVMH, and BBVA, have shown weak or lagging performance, which can drag on the fund.
Concentration in a Few Countries
A large share of assets is focused in the UK, France, Switzerland, and Germany, which increases sensitivity to economic or political issues in those markets.
EUDG vs. SPDR S&P 500 ETF (SPY)
AUM70.32M
RegionEurope
Expense Ratio0.58%
Beta0.65
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield2.31%
Asset ClassEquity
Index TrackedWisdomTree Europe Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,246
30 Day Avg. Volume7,249
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
45.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering226
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 and Novartis, along with a mix of healthcare, financial, consumer, and energy firms across countries such as the UK, France, Switzerland, and Germany. Someone might invest in EUDG to get diversified exposure to Europe with an emphasis on reliable, growing dividend payers. A key risk is that it can rise or fall with European stock markets and dividend-paying companies may underperform at times.
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 leans heavily into Europe’s defensive stalwarts, with Swiss giants Novartis and Nestlé acting as steady anchors—Novartis quietly rising while Nestlé has been losing a bit of steam this year. Health care is a clear pillar, with Roche lagging and slightly weighing on returns, even as AstraZeneca helps offset the drag with more upbeat momentum. On the cyclical side, BP has been a bright spot, powering ahead, while luxury name LVMH and Spanish bank BBVA have seen more mixed, sometimes lagging, performance. Overall, it’s a developed Europe story with a tilt toward quality, dividend-focused blue chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nestlé SA | 5.04% | $3.51M | CHF205.30B | -1.29% | 71 Outperform | |
| Novartis AG | 4.86% | $3.38M | CHF207.57B | 22.14% | 80 Outperform | |
| Roche Holding AG | 4.47% | $3.11M | $327.04B | 22.13% | 73 Outperform | |
| BP p.l.c. | 3.64% | $2.53M | £88.37B | 58.12% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.39% | $2.36M | €234.45B | -7.00% | 78 Outperform | |
| Inditex | 3.38% | $2.35M | €163.59B | 7.36% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.01% | $2.09M | €104.41B | 56.10% | 76 Outperform | |
| AstraZeneca | 2.73% | $1.90M | $292.69B | 32.74% | 80 Outperform | |
| Deutsche Telekom | 2.44% | $1.70M | €133.50B | -14.51% | 67 Neutral | |
| ING GROEP | 2.44% | $1.70M | €67.59B | 40.19% | 61 Neutral |
EUDG Technical Analysis
Negative
―
Price Trends
37.77
Negative
37.92
Negative
36.36
Positive
Market Momentum
0.10
Positive
43.24
Neutral
7.56
Positive
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 37.97, equal to the 50-day MA of 37.77, and equal to the 200-day MA of 36.36, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 43.24 is Neutral, neither overbought nor oversold. The STOCH value of 7.56 is Positive, 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
37.15
4.45
13.61%
VGK
Vanguard FTSE Europe ETF
―
―
―
DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
―
―
―
FLEU
Franklin FTSE Eurozone ETF
―
―
―
PTEU
Pacer Trendpilot European Index ETF
―
―
―
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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