EUDG - ETF AI Analysis
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WisdomTree Europe Quality Dividend Growth Fund (EUDG)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, including Novartis, BP, ING, and ASML, have shown strong gains this year, helping support the fund’s overall performance.
Broad European Diversification
The ETF spreads its assets across multiple European countries such as the UK, France, Switzerland, Germany, Spain, and others, reducing reliance on any single market.
Solid Recent Performance
The fund has delivered steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Concentrated in a Few Large Holdings
A small number of companies make up a meaningful share of the portfolio, increasing the impact that problems at those firms could have on the fund.
Notable Underperformer in Top Holdings
One major holding, LVMH, has shown weak performance this year, which can drag on the fund despite strength in other stocks.
EUDG vs. SPDR S&P 500 ETF (SPY)
AUM69.74M
RegionEurope
Expense Ratio0.58%
Beta0.66
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. Volume6,079
30 Day Avg. Volume4,125
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
43.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering225
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUDG Summary
EUDG is the WisdomTree Europe Quality Dividend Growth Fund, an ETF that follows the WisdomTree Europe Quality Dividend Growth Index. It focuses on strong European companies that pay growing dividends and have solid finances, giving you broad exposure to countries like the UK, France, Switzerland, and Germany. Well-known holdings include Novartis and Nestlé, along with other major banks, consumer brands, and industrial firms. Someone might invest in EUDG to seek a mix of income and long-term growth from a diversified set of European stocks. A key risk is that the share price can rise or fall with the European stock market.
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 on European blue chips, with Swiss health care giants Novartis and Roche quietly powering the fund thanks to steady, rising share prices and dependable dividends. Financials are another key engine: Spanish lender BBVA and Dutch bank ING have been climbing, giving the ETF a helpful tailwind. On the consumer side, Nestlé has been losing a bit of steam, while luxury powerhouse LVMH has been lagging, acting as a mild drag. Overall, it’s a developed Europe story, anchored in defensive health care, banks, and consumer staples.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Novartis AG | 4.98% | $3.43M | CHF232.08B | 34.41% | 80 Outperform | |
| Nestlé SA | 4.67% | $3.21M | CHF211.90B | 13.38% | 71 Outperform | |
| Roche Holding AG | 4.54% | $3.12M | $348.82B | 38.80% | 73 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.63% | $2.50M | €133.38B | 64.69% | 76 Outperform | |
| Inditex | 3.41% | $2.35M | €178.90B | 37.22% | 78 Outperform | |
| BP p.l.c. | 3.31% | $2.28M | £83.88B | 38.58% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.22% | $2.22M | €233.04B | 2.92% | 78 Outperform | |
| ING GROEP | 2.90% | $2.00M | €84.23B | 50.40% | 61 Neutral | |
| ― | 2.48% | $1.71M | ― | ― | ― | |
| ASML Holding NV | 2.45% | $1.69M | €550.06B | 141.04% | 76 Outperform |
EUDG Technical Analysis
Positive
―
Price Trends
38.55
Positive
37.73
Positive
37.25
Positive
Market Momentum
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 39.00, equal to the 50-day MA of 38.55, and equal to the 200-day MA of 37.25, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
39.61
6.89
21.06%
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
―
―
―
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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