Fossil fuel companiesare fueling the climate crisis.


WisdomTree Europe SmallCap Dividend Fund

Shareclass
WisdomTree Europe SmallCap Dividend ETF (DFE)
Type
Exchange-traded fund
Manager
Fossil fuel exposure of 6.92% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Energean PLC
Carbon Underground 200Top 200 carbon reserves
$2.39 MILLION
Etablissements Maurel & Prom
Carbon Underground 200Top 200 carbon reserves
$723,566
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
2
holdings
$3.12M
invested
1.98%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
14
holdings
$7.88M
invested
5.02%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
3
holdings
$2.98M
invested
1.9%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
17 holdings
17 holdings
  • 1. Energean PLC
    Carbon Underground 200Oil/gas industry
    $2.39M
    1.52%
  • 2. REN-Redes Energeticas Nacionais Sgps SA
    Fossil-fired utility
    $1.75M
    1.11%
  • 3. Odfjell Drilling Ltd
    Oil/gas industry
    $1.61M
    1.02%
  • 4. Telecom Plus PLC
    Fossil-fired utility
    $982,990
    0.63%
  • 5. Etablissements Maurel & Prom
    Carbon Underground 200Oil/gas industry
    $723,566
    0.46%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on DFE at Morningstar.com
Current fund
DFE
WisdomTree Europe SmallCap Dividend Fund
Family
WisdomTree
Category
Europe Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.32% less in annualized returns
Less invested in fossil fuels 
4.55% less invested
Lower fossil finance risk score 
31 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
11.1% less invested
Current fund
DFE
WisdomTree Europe SmallCap Dividend Fund
Family
WisdomTree
Category
Europe Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.32% less in annualized returns
Less invested in fossil fuels 
4.55% less invested
Lower fossil finance risk score 
31 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
11.1% less invested
Current fund
DFE
WisdomTree Europe SmallCap Dividend Fund
Family
WisdomTree
Category
Europe Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.32% less in annualized returns
Less invested in fossil fuels 
4.55% less invested
Lower fossil finance risk score 
31 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
11.1% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
DFE - WisdomTree Europe SmallCap Dividend Fund
23%
18%
11%
6.22%
6.92% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
25%
20%
11%
7.54%
11% 
Fund compared to benchmark
 
-2.17%
-2.66%
0.2%
-1.32%
4.55%  lower
Find more financial data on DFE at Morningstar.com
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