Key stats
About WisdomTree Europe Quality Dividend Growth Fund
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Inception date
May 7, 2014
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
EUDG screens 300 developed Europe stocks, based on combined ranking of growth and quality factors. Index selection starts with EUDGs parent index WisdomTree International Equity Index. Growth factor ranking uses long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for ROE and ROA. Index weighting is based on the total regular cash dividends paid by all the companies in the Index over the prior annual cycle, heavily weighting those paying more. Issuers are capped at 5% and the maximum weight of any one sector or country is capped at 20% and 25%, respectively. The index is reconstituted annually. Prior to August 31, 2015, the WisdomTree Europe Quality Dividend Growth Index was named the WisdomTree Europe Dividend Growth Index.
Classification
What's in the fund
Exposure type
Consumer Non-Durables
Health Technology
Producer Manufacturing
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.