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Trending ETFs

Name

As of 06/01/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

$58.00

$129 M

0.59%

$0.34

0.58%

Vitals

YTD Return

13.1%

1 yr return

28.2%

3 Yr Avg Return

20.6%

5 Yr Avg Return

11.0%

Net Assets

$129 M

Holdings in Top 10

19.5%

52 WEEK LOW AND HIGH

$57.8
$45.67
$58.24

Expenses

OPERATING FEES

Expense Ratio 0.58%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover N/A

Redemption Fee N/A


Min Investment

Standard (Taxable)

N/A

IRA

N/A


Fund Classification

Fund Type

Exchange Traded Fund


Name

As of 06/01/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

$58.00

$129 M

0.59%

$0.34

0.58%

OPPE - Profile

Distributions

  • YTD Total Return 13.1%
  • 3 Yr Annualized Total Return 20.6%
  • 5 Yr Annualized Total Return 11.0%
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio N/A
DIVIDENDS
  • Dividend Yield 0.6%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name
    WisdomTree European Opportunities Fund
  • Fund Family Name
    WisdomTree Trust
  • Inception Date
    Mar 04, 2015
  • Shares Outstanding
    N/A
  • Share Class
    N/A
  • Currency
    USD
  • Domiciled Country
    US

Fund Description

The Fund employs a “passive management” – or indexing – investment approach designed to track the performance of the Index. The Fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the Index as a whole. The Fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the Index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents.

WisdomTree, Inc. (“WisdomTree”), the Index Provider and parent company of the Fund’s investment adviser, WisdomTree Asset Management, Inc. (“WisdomTree Asset Management” or the “Adviser”), designed the Index to provide exposure to companies in the European markets that are both value stocks and companies primarily benefitting from geopolitical and global policy shifts. The Index generally consists of two categories of companies. Approximately two-thirds of the Index is allocated to securities of European companies that provide a high “total shareholder yield,” evidenced by return of capital to shareholders through either dividend distributions or the repurchase of shares (“buybacks”), and favorable quality characteristics that demonstrate a company’s profitability, such as strong returns on equity (ROE) and/or returns on assets (ROA). The remaining one-third of the Index is allocated to equity securities of companies that have exposure to thematic opportunities from developments in the geopolitical space, technology trends, and macro-economic conditions. The Index is maintained in accordance with a rules-based methodology overseen and implemented by the WisdomTree Opportunities Index Committee (the “Index Committee”).

To be eligible for inclusion in the Index, a company must meet the following key criteria as of the quarterly screening date: (i) have a median daily dollar trading volume of at least $100,000 for each of the preceding three months; (ii) trade at least 250,000 shares per month for each of the preceding six months; and (iii) conduct its Primary Business Activities and list its shares on a securities exchange operating in one or more of the following countries: Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Norway, Poland, Portugal, Spain, Sweden, Switzerland, Turkey, or United Kingdom (collectively, “Europe”). The country in which a company conducts its Primary Business Activities is determined based on one or more of the following factors: country of organization or incorporation, country in which a company’s headquarters is located, the country to which a company has the greatest risk exposure, and the country from which a company generates the most significant portion of its revenue or to which it allocates the greatest resources. Companies with a market capitalization in the bottom 15% of the universe of eligible companies are excluded from the Index.

The securities of eligible companies are then categorized into and selected for inclusion in the two categories of companies described above. Companies that rank in the top 30% of the eligible universe in shareholder yield and rank in the top 50% of changes in the number of shares outstanding are eligible for inclusion. For companies not selected based on total shareholder yield, the Index Committee will consider several additional factors to determine their inclusion in the Index, including revenues generated from “non-Allied countries,” management commentary related to geopolitics, and other qualitative and quantitative factors. Generally, non-Allied countries are countries that do not belong to the North Atlantic Treaty Organization (“NATO”) and are not Major Non-NATO Allies, and do not include Mexico and India. These companies will be assigned to the categories described below. The list below also sets forth the expected allocation to each category under typical circumstances.

1) Geopolitical events (25-50% allocation) – Companies positioned to benefit from geopolitical considerations including, but not limited to, supply chain changes, tax policies, defense spending and alliances, or trade and tariff policies;

2) Fiscal and monetary policy shifts (5-25% allocation) – Companies better positioned for the raising and lowering of interest rates by central banks, different fiscal spending programs, and currency and policy interventions;

3) Innovations in technology (5-25% allocation) – Companies across a range of sectors including, but not limited to, the Technology and Energy Sectors that are participating in innovative solutions (i.e., new, creative, or different (i.e., “innovative”) technologically-enabled products or services that could change an industry landscape); and

4) Consumer preferences (5-15% allocation) – Companies positioned to benefit from changes in global consumer habits.

Typically, the Index will be composed of 75 to 125 constituents. The constituents in the Index will be weighted according to shareholder yield, liquidity, and market capitalization. The Index generally will be reconstituted on a quarterly basis.

The Fund invests in securities denominated in different foreign currencies. The Index Committee seeks to manage the Fund’s currency risk by dynamically hedging currency fluctuations in the relative value of the applicable foreign currencies against the U.S. dollar, ranging from a 0% to 100% hedge. The Index Committee will determine if a currency hedge will be implemented based on the signals described below.

1) Momentum: The one-month average of the currency’s spot price versus the U.S. dollar is weaker than that of the three-month average (i.e., the targeted currency is depreciating).

2) Interest Rate Differentials: The difference in interest rates, as implied in one-month foreign exchange forwards, between each currency and the U.S. dollar.

3) Geopolitical Events and Fiscal & Monetary Policy Shifts: Geopolitical considerations including, but not limited to, supply chain changes, tax policies, defense spending and alliances, trade and tariff policies, central bank-mandated changes in interest rates, different fiscal spending programs, and currency and policy interventions.

4) Time-series momentum: Overall broad trends in the U.S. dollar.

WisdomTree currently uses the Global Industry Classification Standard (GICS®), a widely recognized industry classification methodology developed by MSCI, Inc. and Standard & Poor’s Financial Services LLC, to identify the extent of the Index’s exposure to a sector or industry. A GICS sector typically is composed of multiple industries. Because the Fund seeks to track the Index, it is expected to have the same sector and industry exposure as the Index. While the Index’s and the Fund’s sector exposure may vary from time to time, as of June 30, 2025, the Index, and, therefore, the Fund, had significant exposure (e.g., approximately 15% or more of the Index’s total weight) to the Industrials and Financials Sectors.

To the extent the Index is concentrated in the securities of companies assigned to a particular industry or group of industries, the Fund will seek to concentrate its investments (i.e., invest more than 25% of its assets) in such industry or group of industries to approximately the same extent as the Index.

As of June 30, 2025, the equity securities of companies that conduct their Primary Business Activities in Europe, particularly United Kingdom and France, comprised a significant portion (e.g., approximately 15% or more of the Index’s total weight) of the Index, although the Index’s geographic exposure may change from time to time. As a result, the Fund can be expected to also have significant exposure to these countries and/or regions.

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OPPE - Performance

Return Ranking - Trailing

Period OPPE Return Category Return Low Category Return High Rank in Category (%)
YTD 13.1% N/A N/A N/A
1 Yr 28.2% N/A N/A N/A
3 Yr 20.6%* N/A N/A N/A
5 Yr 11.0%* N/A N/A N/A
10 Yr 9.2%* N/A N/A N/A

* Annualized

Return Ranking - Calendar

Period OPPE Return Category Return Low Category Return High Rank in Category (%)
2025 34.4% N/A N/A N/A
2024 6.2% N/A N/A N/A
2023 15.4% N/A N/A N/A
2022 -15.7% N/A N/A N/A
2021 20.5% N/A N/A N/A

Total Return Ranking - Trailing

Period OPPE Return Category Return Low Category Return High Rank in Category (%)
YTD 13.1% N/A N/A N/A
1 Yr 28.2% N/A N/A N/A
3 Yr 20.6%* N/A N/A N/A
5 Yr 11.0%* N/A N/A N/A
10 Yr 9.2%* N/A N/A N/A

* Annualized

Total Return Ranking - Calendar

Period OPPE Return Category Return Low Category Return High Rank in Category (%)
2025 38.8% N/A N/A N/A
2024 7.0% N/A N/A N/A
2023 15.4% N/A N/A N/A
2022 -15.7% N/A N/A N/A
2021 20.5% N/A N/A N/A

OPPE - Holdings

Concentration Analysis

OPPE Category Low Category High OPPE % Rank
Net Assets 129 M N/A N/A N/A
Number of Holdings 161 N/A N/A N/A
Net Assets in Top 10 39.5 M N/A N/A N/A
Weighting of Top 10 19.51% N/A N/A N/A

Top 10 Holdings

  1. thyssenkrupp AG 2.20%
  2. Hexagon AB 2.16%
  3. DREY INST PREF GOV MM-M 2.03%
  4. ArcelorMittal SA 1.98%
  5. Glencore PLC 1.97%
  6. Tryg A/S 1.92%
  7. Barclays PLC 1.85%
  8. AIB Group PLC 1.85%
  9. ORLEN SA 1.80%
  10. Bayerische Motoren Werke AG 1.76%

Asset Allocation

Weighting Return Low Return High OPPE % Rank
Stocks
99.78% N/A N/A N/A
Cash
2.05% N/A N/A N/A
Preferred Stocks
0.00% N/A N/A N/A
Convertible Bonds
0.00% N/A N/A N/A
Bonds
0.00% N/A N/A N/A
Other
-0.96% N/A N/A N/A

OPPE - Expenses

Operational Fees

OPPE Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.58% N/A N/A N/A
Management Fee 0.58% N/A N/A N/A
12b-1 Fee N/A N/A N/A N/A
Administrative Fee N/A N/A N/A N/A

Sales Fees

OPPE Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A N/A N/A N/A
Deferred Load N/A N/A N/A N/A

Trading Fees

OPPE Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A N/A N/A N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

OPPE Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover N/A N/A N/A N/A

OPPE - Distributions

Dividend Yield Analysis

OPPE Category Low Category High OPPE % Rank
Dividend Yield 0.59% N/A N/A N/A

Dividend Distribution Analysis

OPPE Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly

Net Income Ratio Analysis

OPPE Category Low Category High OPPE % Rank
Net Income Ratio N/A N/A N/A N/A

Capital Gain Distribution Analysis

OPPE Category Low Category High Capital Mode
Capital Gain Distribution Frequency

Distributions History

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OPPE - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
N/A N/A N/A N/A