WisdomTree European Opportunities Fund

Shareclass
WisdomTree European Opportunities ETF (OPPE)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund WisdomTree European Opportunities Fund

FUND COVERAGE
# of holdings83
% of assets99%
Score
61 / 100
Rank

94.2 percentile

Group: International Equity

Rank: #65 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

13 / 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. GSK PLC
         % of fund invested: 0.93%
         $USD invested: $1.55M
  • 2. NatWest Group PLC
         % of fund invested: 1.49%
         $USD invested: $2.49M
  • 3. Sanofi SA
         % of fund invested: 1.26%
         $USD invested: $2.11M
  • 4. Novartis AG Registered Shares
         % of fund invested: 1.07%
         $USD invested: $1.8M
  • 5. BNP Paribas Act. Cat.A
         % of fund invested: 1.13%
         $USD invested: $1.89M
  • 6. Sainsbury (J) PLC
         % of fund invested: 1.21%
         $USD invested: $2.03M
  • 7. Lloyds Banking Group PLC
         % of fund invested: 1.47%
         $USD invested: $2.48M
  • 8. Aviva PLC
         % of fund invested: 1.38%
         $USD invested: $2.32M
  • 9. Enel SpA
         % of fund invested: 0.95%
         $USD invested: $1.59M
  • 10. BAE Systems PLC
         % of fund invested: 1.4%
         $USD invested: $2.35M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. ArcelorMittal SA New Reg.Shs ex-Arcelor
         % of fund invested: 1.69%
         $USD invested: $2.85M
  • 2. Kuehne + Nagel International AG
         % of fund invested: 0.69%
         $USD invested: $1.15M
  • 3. Budimex SA
         % of fund invested: 1.24%
         $USD invested: $2.08M
  • 4. Evolution AB
         % of fund invested: 1.04%
         $USD invested: $1.75M
  • 5. Eurofins Scientific SE
         % of fund invested: 0.46%
         $USD invested: $777,586
  • 6. Bunzl PLC
         % of fund invested: 0.58%
         $USD invested: $975,957
  • 7. Rheinmetall AG
         % of fund invested: 1.52%
         $USD invested: $2.55M
  • 8. Eiffage SA Bearer and / or registered shares
         % of fund invested: 0.67%
         $USD invested: $1.12M
  • 9. Ryanair Holdings PLC
         % of fund invested: 1.22%
         $USD invested: $2.04M
  • 10. Orlen SA
         % of fund invested: 1.87%
         $USD invested: $3.13M

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 European Opportunities Fund

Totals

Holdings
Assets
Weight
Prisons
2
$4.83M
2.87%
     Prisons high risk
1
$2.23M
1.33%
     Private prisons
0
$0
0%
Borders
3
$7.08M
4.21%
     Borders high risk
1
$2.23M
1.33%
Total
3
$7.08M
4.21%
Full fund results

Holdings — 3 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$2.59M
1.55%
Prisons
Borders :
$2.59M
1.55%
2.
Thales
Borders
$2.25M
1.34%
Borders :
$2.25M
1.34%
3.
Colt CZ Group SE Ordinary Shares
Prisons
Borders
$2.23M
1.33%
Prisons
Borders :
$2.23M
1.33%
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