EUDG - ETF AI Analysis
Top Page
WisdomTree Europe Quality Dividend Growth Fund (EUDG)
EUDG, the WisdomTree Europe Quality Dividend Growth Fund, has a solid overall rating driven mainly by strong, stable companies like Novartis and Nestlé, which offer robust profitability, healthy cash flows, and reliable dividends that support long-term quality and income. Luxury and consumer names such as LVMH and Inditex further boost the fund with strong financial performance, though some holdings like Roche and L’Oreal face valuation and technical concerns that slightly hold back the rating. The main risk factor is that several key positions show signs of being overvalued or near overbought conditions, which could increase volatility if market sentiment shifts.
EUDG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 67.10M
- Region
- Europe
- Expense Ratio
- 0.58%
- Beta
- 0.63
- Issuer
- WisdomTree
- Inception Date
- May 07, 2014
- Dividend Yield
- 2.34%
- Asset Class
- Equity
- Index Tracked
- WisdomTree Europe Quality Dividend Growth Index
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 regular dividends and are expected to grow over time. The fund holds well-known names like Nestlé and Novartis, along with other consumer, healthcare, and financial firms across countries such as the UK, France, and Switzerland. Someone might invest in EUDG for diversification outside the U.S. and a mix of income and growth. A key risk is that European stock prices and dividends can go up and down with the market and the region’s economy.
How much will it cost me?
This ETF has an expense ratio of 0.58%, which means you’ll pay about $5.80 per year for every $1,000 invested. That’s higher than the average cost for broad, passively managed index ETFs because this fund uses a more specialized, rules-based strategy to focus on European companies with strong, growing dividends.
What would affect this ETF?
EUDG could benefit if Europe’s economy strengthens, consumer spending rises, and stable dividend payers like Nestlé, LVMH, and major healthcare and financial firms continue to grow and increase their payouts. On the downside, slower European growth, banking sector stress, changes in dividend tax or regulation, or higher interest rates making safer income options more attractive could weigh on this dividend-focused ETF.
EUDG Top 10 Holdings
EUDG leans heavily on Europe’s defensive giants, with Swiss healthcare names like Novartis and Roche doing much of the heavy lifting as their shares have been steadily rising this year. Nestlé adds another pillar of stability, though its recent performance has been more mixed and is no longer a clear engine of gains. On the consumer side, LVMH has been losing steam, weighing on returns, while Inditex and L’Oréal offer a brighter, more resilient counterbalance. Financials such as BBVA and UniCredit are more volatile, adding cyclical flavor but also some drag. Overall, it’s a developed Europe play anchored in quality, dividend-focused stalwarts.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CH:NESN | Nestlé SA | 5.42% | $3.64M | CHF 217.87B | 10.09% | 71Outperform |
 CH:NOVN | Novartis AG | 5.13% | $3.45M | CHF 244.89B | 32.49% | 80Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 FR:MC | LVMH Moet Hennessy Louis Vuitton | 3.99% | $2.68M | EUR 190.55B | -35.69% | 78Outperform |
 ES:ITX | Inditex | 3.46% | $2.32M | EUR 174.73B | 20.04% | 78Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 ES:BBVA | Banco Bilbao Vizcaya Argentaria | 2.85% | $1.91M | EUR 115.76B | 23.77% | 76Outperform |
 FR:OR | L'Oreal | 2.69% | $1.81M | EUR 232.44B | 20.36% | 71Outperform |
 IT:UCG | UniCredit SpA | 2.71% | $1.82M | EUR 110.16B | 16.20% | 75Outperform |
EUDG Technical Analysis
Price Trends
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 38.62 is above the 20-day moving average (MA) of 37.71, above the 50-day MA of 38.40, and above the 200-day MA of 38.19, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 60.09 is Neutral, neither overbought nor oversold. The STOCH value of 92.69 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EUDG | $38.62 | $41.00(6.16% Upside) | $67.10M | 0.58% | 64Neutral |
 FLEE | $38.38 | $45.30(18.04% Upside) | $99.39M | 0.09% | 64Neutral |
 FLEU | $34.02 | $41.59(22.22% Upside) | $67.72M | 0.09% | 62Neutral |
 DBEZ | $61.10 | $74.33(21.66% Upside) | $67.22M | 0.45% | 61Neutral |
 PTEU | $31.88 | $38.91(22.06% Upside) | $33.46M | 0.65% | 62Neutral |
 XEML | $25.34 | $28.90(14.06% Upside) | $5.03M | 0.35% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EUDG | WisdomTree Europe Quality Dividend Growth Fund | 38.62 | 4.10 | 11.88% | |
| FLEE | Franklin FTSE Europe ETF | 38.38 | 4.48 | 13.22% | |
| FLEU | Franklin FTSE Eurozone ETF | 34.02 | 2.80 | 8.95% | |
| DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 61.10 | 7.39 | 13.77% | |
| PTEU | Pacer Trendpilot European Index ETF | 31.88 | 2.50 | 8.52% | |
| XEML | Xtrackers Europe Market Leaders ETF | 25.34 | 0.57 | 2.30% |
This 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.