EUDG
EUDG 1-star rating from Upturn Advisory

WisdomTree Europe Quality Dividend Growth Fund (EUDG)

WisdomTree Europe Quality Dividend Growth Fund (EUDG) 1-star rating from Upturn Advisory
$36.26
Last Close (24-hour delay)
Profit since last BUY3.81%
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BUY since 54 days
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Upturn Advisory Summary

11/11/2025: EUDG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 1.06%
Avg. Invested days 42
Today’s Advisory Consider higher Upturn Star rating
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Upturn Advisory Performance Upturn Advisory Performance icon 2.0
ETF Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/11/2025

Key Highlights

Volume (30-day avg) -
Beta 1.03
52 Weeks Range 28.85 - 35.15
Updated Date 06/29/2025
52 Weeks Range 28.85 - 35.15
Updated Date 06/29/2025

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WisdomTree Europe Quality Dividend Growth Fund

WisdomTree Europe Quality Dividend Growth Fund(EUDG) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The WisdomTree Europe Quality Dividend Growth Fund (EUDG) seeks to track the investment results of dividend-paying companies with growth characteristics in Europe. It focuses on companies with high return on equity (ROE) and return on assets (ROA).

Reputation and Reliability logo Reputation and Reliability

WisdomTree is a well-established ETF provider known for its focus on fundamentally weighted indexes and innovative ETF structures.

Leadership icon representing strong management expertise and executive team Management Expertise

WisdomTree has a dedicated team of investment professionals with experience in index construction, portfolio management, and ETF operations.

Investment Objective

Icon representing investment goals and financial objectives Goal

To track the investment results of dividend-paying companies with growth characteristics in Europe.

Investment Approach and Strategy

Strategy: The fund uses a fundamentally weighted index that selects companies based on quality factors (ROE and ROA) and dividend growth potential.

Composition The ETF primarily holds stocks of dividend-paying companies located in Europe across various sectors.

Market Position

Market Share: Data unavailable for exact market share. Provides exposure to European dividend growth companies.

Total Net Assets (AUM): 267000000

Competitors

Key Competitors logo Key Competitors

  • Vanguard FTSE Europe ETF (VGK)
  • iShares Core MSCI Europe ETF (IEUR)
  • SPDR EURO STOXX 50 ETF (FEZ)

Competitive Landscape

The European equity ETF market is competitive. EUDG distinguishes itself through its focus on quality and dividend growth, potentially offering a differentiated approach compared to broader market-cap weighted ETFs like VGK and IEUR. FEZ has a narrower focus than EUDG. A disadvantage is the higher expense ratio compared to its competitors.

Financial Performance

Historical Performance: Historical financial performance data is specific to time periods and market conditions. Consult financial resources for up-to-date data.

Benchmark Comparison: The ETF's performance is compared to its underlying index, which is designed to represent the performance of dividend-paying companies with growth characteristics in Europe.

Expense Ratio: 0.58

Liquidity

Average Trading Volume

The average trading volume is generally sufficient for most investors but can vary based on market conditions.

Bid-Ask Spread

The bid-ask spread is usually tight, but may widen during periods of market volatility.

Market Dynamics

Market Environment Factors

Economic growth in Europe, interest rate policies, and geopolitical events can all impact the performance of EUDG. Sector-specific trends and currency fluctuations also play a role.

Growth Trajectory

Growth depends on the overall performance of European dividend-paying companies, quality factor investing, and the ETF's ability to track its index effectively. Potential strategic adjustments may occur to optimize portfolio performance.

Moat and Competitive Advantages

Competitive Edge

EUDG's competitive edge lies in its focus on quality and dividend growth. The fund uses a fundamentally weighted index which filters companies based on return on equity and return on assets, potentially leading to a more resilient and sustainable portfolio. The dividend growth focus can provide investors with a stream of income that increases over time. This approach offers a differentiated investment strategy compared to market-cap weighted ETFs which may provide more volatility during market corrections.

Risk Analysis

Volatility

Historical volatility can be assessed using standard deviation or beta. Past performance does not guarantee future results.

Market Risk

The ETF is subject to market risk, which is the risk that the overall market declines. Specific risks include currency risk (due to investments in foreign currencies), political risk (due to investments in European countries), and sector-specific risks.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking exposure to European equities with a focus on dividend income and growth, and who is comfortable with international investing.

Market Risk

EUDG is suitable for long-term investors looking for diversification and income generation from European equities.

Summary

The WisdomTree Europe Quality Dividend Growth Fund (EUDG) offers exposure to European dividend-paying companies with strong quality characteristics. Its fundamentally weighted index focuses on companies with high ROE and ROA. The ETF is designed for investors seeking income and growth potential from European equities. It is suitable for long-term investors comfortable with international investing but the investor must be aware of the expense ratio that is higher than that of its competitors.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • WisdomTree website
  • ETF.com
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About WisdomTree Europe Quality Dividend Growth Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

At least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent 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.