WisdomTree Europe Quality Dividend Growth Fund
Shareclass
WisdomTree Europe Quality Div Gr ETF (EUDG)
Type
Exchange-traded fund
Manager
Gender equality score
63
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 30 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
14/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WisdomTree Europe Quality Dividend Growth Fund EUDG
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC2.5% of assets$2.02M invested
- 2. GSK PLC1.95% of assets$1.57M invested
- 3. UCB SA0.16% of assets$125,837 invested
- 4. Novartis AG Registered Shares4.38% of assets$3.53M invested
- 5. Novo Nordisk AS Class B2.89% of assets$2.33M invested
- 6. L'Oreal SA2.27% of assets$1.84M invested
- 7. Hiscox Ltd0.23% of assets$188,639 invested
- 8. BP PLC2.88% of assets$2.33M invested
- 9. Lloyds Banking Group PLC1.65% of assets$1.33M invested
- 10. Unilever PLC2.78% of assets$2.24M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Heineken Holding NV0.35% of assets$279,472 invested
- 2. Frontline PLC0.15% of assets$120,576 invested
- 3. Indutrade AB0.09% of assets$76,287 invested
- 4. Bridgepoint Group PLC0.2% of assets$164,523 invested
- 5. Airtel Africa PLC Ordinary Shares0.16% of assets$128,284 invested
- 6. Kuehne + Nagel International AG0.38% of assets$302,916 invested
- 7. Royal Unibrew AS0.08% of assets$62,812 invested
- 8. Stolt-Nielsen Ltd0.1% of assets$77,430 invested
- 9. Geberit AG0.09% of assets$71,661 invested
- 10. B&M European Value Retail SA0.17% of assets$136,064 invested
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Financial performance
Performance data provided by
Find more financial data on EUDG at Morningstar.com
Find more financial data on EUDG at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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