EUSC

WisdomTree Europe Hedged SmallCap Equity Fund

The WisdomTree Europe Hedged SmallCap Equity ETF tracks an index of dividend-paying, eurozone small-cap equities that hedges out euro/USD FX moves for US investors.


International

EQUITY

Rules-Based

MANAGEMENT STYLE

45.9 M

ASSETS UNDER MGMT

58 bp

EXPENSES
Fund Basics
Fund sponsorWisdomTree
CategoryInternational
Asset classEquity
Websitelink...
Inception dateMar 04, 2015
Assets (mns)$46
Expense ratio58 bp
CurrencyUSD
Sector Breakdown
Fund Structure
RegulationOpen-End Investment Company
DistributionsQuarterly
Taxation1099
Stock selectionDividends
WeightingDividend
Holdings TransparencyFull
Derivatives-basedNo
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top 10 Holdings
MEDIOLANUM SPA 2.7 %
BANCO BPM SPA 2.4 %
REXEL SA 2.4 %
KLEPIERRE 1.9 %
HOCHTIEF AG 1.8 %
UNIPOL GRUPPO FINANZIARIO SP 1.8 %
BAWAG GROUP AG 1.6 %
BANKINTER SA 1.6 %
A2A SPA 1.6 %
MERLIN PROPERTIES SOCIMI S.A 1.5 %
Constituent Breakdown
Number of holdings235
Herfindahl-Hirschman Index 89
Wgt avg mkt cap (mns)$4,994
Large cap (>$10bn)6.7%
Mid cap ($2-10bn)80.7%
Small cap (<$2bn)12.6%
Developed mkts.99.0%
Emerging mkts.0.0%
Country Exposure
ITALY 24.0 %
FRANCE 17.4 %
SPAIN 13.7 %
GERMANY 10.7 %
FINLAND 7.5 %
NETHERLANDS 6.5 %
AUSTRIA 5.6 %
BELGIUM 4.8 %
PORTUGAL 2.1 %
Historical Performance


Standardized Performance (as of 10/31/2024)
 YTD1 YR2 YR3 YR5 YR10 YRIncep.
Total Returns 8.6% 22.1% 17.2% 5.3% 8.0% -- 7.7%
Volatility 12.3% 12.1% 12.9% 15.4% 19.5% -- --
Market Correlations
versus...BetaR-squared
S&P 5000.6957%
MSCI EAFE0.7875%
MSCI Emg Mkts0.5537%
Liquidity Measures
Avg. volume (000)4
Turnover0.3%
Avg. Bid/Ask (% of price)0.10%
ADV of underlying (mns)$1,587
Technical Indicators
Recent close$38.22
30d moving avg.$38.60
Annualized volatility15.9%
Relative strength (RSI)47
Short interest (ETF)0.1%
Short interest (underlying)0.0%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

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Risk and Returns: EUSC vs. Comps (1 YR)

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Results & Estimates
  2019 2020 2021 2022 2023 2024E 2025E  
Sales per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Earnings per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Dividends per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Book value per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Return on Equity
Net Margins
EPS Revision Activity (6 mo. ago = 100%)
Compound Annual Growth Rates

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Valuation Metrics
  2023 2024E Fwd Est 2025E
Price-to-sales --x --x --x --x
Price-to-earnings --x --x --x --x
Price-to-cash flow --x --x --x --x
Price-to-growth --x --x --x --x
Price-to-book value --x --x --x --x
Yield --% --% --x --%
0.6 10.3 1.1 5.1% --
Based on closing prices from 11/8/2024
Historical Valuation Trends Sample data. Subscribe for access.

SHOWING:
Price-to-Earnings
EUSC



Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.

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ETF Research Center Rating

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™

EUSC

9.1%

Cat. Avg

7.2%


ALTAR Score™ Calculation

Category Overview
There are 260 funds in the International Equity category, with an average ALTAR Score™ of 7.2% and a standard deviation of 2.6%. EUSC's ALTAR Score™ is approximately 0.7 standard deviations above the category average. This places EUSC in the 77th percentile among funds in the category.
Sell Side Consensus Rating

Sell-side recommendations on the ETF's individual constituents

EUSC
Peer Average
SELL
U/W
HOLD
O/W
BUY
Factor Scorecard

SIZE
VALUE
YIELD
MOMENTUM
VOLATILITY
QUALITY
Expense Analysis

Peer Group Rules-Based
International Equity ETFs
# of ETFs 152
Avg. Expense Ratio 42.9 bp
Std. Deviation 24.3 bp
EUSC (58 bp) Percentile rank 73
Peer Group Expense Ratio Distribution


Total Cost of Ownership (TCO) Comparison
Expense (bp)
(A)
Avg. Bid/Ask (bp)
(B)
TCO (bp)
(A)+(B)
EUSC 58.0 10.2 68.2
Peer Avg. 35.7 19.0 54.7
  For a detailed cost analysis of this and any other ETF use the TCO Comparison Tool .