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Upturn AI SWOT - About
WisdomTree Europe Hedged SmallCap Equity Fund (EUSC)
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Upturn Advisory Summary
04/01/2025: EUSC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 17.67% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 30751 | Beta 0.73 | 52 Weeks Range 35.38 - 44.20 | Updated Date 04/2/2025 |
52 Weeks Range 35.38 - 44.20 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Europe Hedged SmallCap Equity Fund
ETF Overview
Overview
The WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) seeks to provide exposure to small-cap companies in Europe while hedging against fluctuations between the U.S. dollar and the euro, British pound, Swiss franc, Swedish krona, Danish krone, and Norwegian krone. It primarily invests in European equities and uses currency hedging strategies.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and specialized investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals experienced in managing currency-hedged equity strategies.
Investment Objective
Goal
The fund aims to provide exposure to European small-cap equities while mitigating currency risk.
Investment Approach and Strategy
Strategy: The fund tracks an index of dividend-paying small-cap companies in Europe, hedged against currency fluctuations.
Composition The fund holds a portfolio of European small-cap stocks and uses forward contracts to hedge currency exposure.
Market Position
Market Share: The ETF's market share is moderate within the currency-hedged European equity category.
Total Net Assets (AUM): 106910988.85
Competitors
Key Competitors
- iShares Currency Hedged MSCI EAFE Small-Cap ETF (HEES)
- Xtrackers MSCI EAFE Small-Cap Hedged Equity ETF (DBEH)
Competitive Landscape
The currency-hedged European small-cap ETF market is relatively concentrated. EUSC differentiates itself through its dividend-focused approach and WisdomTree's expertise in currency hedging. Competitors offer similar broad market exposure but may differ in index construction and hedging methodologies.
Financial Performance
Historical Performance: Historical performance data needs to be pulled directly from financial data providers for accurate representation. Data cannot be fabricated.
Benchmark Comparison: Benchmark comparison data needs to be pulled directly from financial data providers for accurate representation. Data cannot be fabricated.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may impact execution costs for larger trades.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting the fund's moderate liquidity and trading activity.
Market Dynamics
Market Environment Factors
The fund is affected by European economic growth, interest rates, currency exchange rates, and investor sentiment towards small-cap equities and currency hedging.
Growth Trajectory
Growth depends on the performance of European small-cap stocks and the effectiveness of the currency hedging strategy, along with investor demand for hedged international equity exposure.
Moat and Competitive Advantages
Competitive Edge
EUSC's competitive edge lies in its targeted exposure to European small-cap stocks combined with currency hedging, which can be attractive to investors seeking to mitigate currency risk. WisdomTree's experience and reputation in currency-hedged ETFs further enhance its appeal. The fund's dividend-focused approach also differentiates it from some competitors. By hedging, the fund seeks to isolate the performance of the underlying stocks from currency fluctuations. These factors could lead to potentially better risk-adjusted returns relative to unhedged funds.
Risk Analysis
Volatility
Volatility depends on the underlying European small-cap equities and the effectiveness of the currency hedging strategy. Small-cap stocks are inherently more volatile than large-cap stocks.
Market Risk
The fund is subject to market risk associated with European equities, including economic downturns, political instability, and regulatory changes. Currency hedging may not perfectly offset currency risk.
Investor Profile
Ideal Investor Profile
The fund is suitable for investors seeking exposure to European small-cap equities while mitigating currency risk. Investors should be comfortable with the volatility associated with small-cap stocks.
Market Risk
The fund is suitable for long-term investors seeking diversification and currency hedging, but may also appeal to active traders seeking to capitalize on currency fluctuations.
Summary
The WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) offers exposure to European small-cap stocks while hedging against currency fluctuations, appealing to investors concerned about currency risk. The fund's dividend-focused approach and WisdomTree's expertise add to its attractiveness, but investors should be aware of the inherent volatility of small-cap equities. The ETF aims to provide a way to participate in the potential growth of European small-cap companies without the full impact of currency movements. Its expense ratio and liquidity profile should be considered in light of its investment strategy and competitive landscape.
Similar Companies
- HEES
- DBEH
- FDD
- SCZ
Sources and Disclaimers
Data Sources:
- WisdomTree Fund Overview
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Europe Hedged SmallCap Equity Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, 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 the dividend-paying companies within the bottom 10% of the total market capitalization of the WisdomTree International Equity Index. The fund is non-diversified.
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