WisdomTree Europe Quality Dividend Growth Fund

Shareclass
WisdomTree Europe Quality Div Gr ETF (EUDG)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund WisdomTree Europe Quality Dividend Growth Fund

FUND COVERAGE
# of holdings203
% of assets98%
Score
63 / 100
Rank

97.4 percentile

Group: International Equity

Rank: #30 out of 1,095

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

29 / 40

Gender Equality: Equal Compensation and Work Life Balance

14 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 2.5%
         $USD invested: $2.02M
  • 2. GSK PLC
         % of fund invested: 1.95%
         $USD invested: $1.57M
  • 3. UCB SA
         % of fund invested: 0.16%
         $USD invested: $125,837
  • 4. Novartis AG Registered Shares
         % of fund invested: 4.38%
         $USD invested: $3.53M
  • 5. Novo Nordisk AS Class B
         % of fund invested: 2.89%
         $USD invested: $2.33M
  • 6. L'Oreal SA
         % of fund invested: 2.27%
         $USD invested: $1.84M
  • 7. Hiscox Ltd
         % of fund invested: 0.23%
         $USD invested: $188,639
  • 8. BP PLC
         % of fund invested: 2.88%
         $USD invested: $2.33M
  • 9. Lloyds Banking Group PLC
         % of fund invested: 1.65%
         $USD invested: $1.33M
  • 10. Unilever PLC
         % of fund invested: 2.78%
         $USD invested: $2.24M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Heineken Holding NV
         % of fund invested: 0.35%
         $USD invested: $279,472
  • 2. Frontline PLC
         % of fund invested: 0.15%
         $USD invested: $120,576
  • 3. Indutrade AB
         % of fund invested: 0.09%
         $USD invested: $76,287
  • 4. Bridgepoint Group PLC
         % of fund invested: 0.2%
         $USD invested: $164,523
  • 5. Airtel Africa PLC Ordinary Shares
         % of fund invested: 0.16%
         $USD invested: $128,284
  • 6. Kuehne + Nagel International AG
         % of fund invested: 0.38%
         $USD invested: $302,916
  • 7. Royal Unibrew AS
         % of fund invested: 0.08%
         $USD invested: $62,812
  • 8. Stolt-Nielsen Ltd
         % of fund invested: 0.1%
         $USD invested: $77,430
  • 9. Geberit AG
         % of fund invested: 0.09%
         $USD invested: $71,661
  • 10. B&M European Value Retail SA
         % of fund invested: 0.17%
         $USD invested: $136,064

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund WisdomTree Europe Quality Dividend Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$50,699
0.06%
     Prisons high risk
1
$50,699
0.06%
     Private prisons
1
$50,699
0.06%
Borders
3
$1.89M
2.34%
     Borders high risk
1
$850,496
1.05%
Total
4
$1.94M
2.4%
Full fund results

Holdings — 4 flagged holdings

1.
Airbus SE
Borders
$850,496
1.05%
Borders :
$850,496
1.05%
2.
RELX PLC
Borders
$657,531
0.81%
Borders :
$657,531
0.81%
3.
Thales
Borders
$380,153
0.47%
Borders :
$380,153
0.47%
4.
MITIE Group PLC
Prisons
$50,699
0.06%
Prisons
$50,699
0.06%
More from Invest Your Values
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