EZM

WisdomTree U.S. MidCap Earnings Fund
A

79
  • Overview
  • Efficiency
  • Tradability
  • Fit

EZM Fund Description

The WisdomTree U.S. MidCap Earnings Fund tracks an earnings-focused index of midcap stocks.

EZM Factset Analytics Insight

EZM's selection and weighting methodologies focus on earnings: Companies with greater profits have larger weights in the portfolio. The fund's earnings screens and its firm size boundaries combine for a big allocation to small-caps, in sharp contrast to our benchmark which almost entirely excludes them. EZM's small-cap-centric approach slightly elevates the fund's market risk, and its focus on earnings can lead to sector bets at times. EZM trades in modest volume each day, and retail investors need to be careful of its sizeable average spread. Larger investors should have no problems executing block trades, however. EZM has a reasonable expense ratio but it's pricey compared to its large-cap peers. However, it tracks well and even recovers some of its fee via securities lending.

EZM MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 20, 2018 the WisdomTree U.S. MidCap Earnings Fund MSCI ESG Fund Quality Score is 4.14 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EZM ranks in the 51st percentile within its peer group and in the 11st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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EZM Top 10 Countries

EZM Top 10 Sectors

EZM Top 10 Holdings View All

EZM Summary Data

WisdomTree
02/23/07
Open-Ended Fund
0.38%
$1.08B
$2.23M
0.18%

EZM Portfolio Data

$4.76B
15.17
2.24
1.03%
06/19/18
705

EZM Index Data

Earnings
Earnings
MSCI USA Mid Cap

Related ETFs to EZM

RWK, DON, REGL, RNMC, IJH
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

EZM Portfolio Management

0.38%
-0.41%
-0.37%
-0.53%

EZM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EZM Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EZM Factset Analytics Block Liquidity

As of 05/21/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EZM. EZM is rated a 5 out of 5.

EZM Tradability

57,606
$2.23M
49,684
$1.96M
0.18%
$0.07
0.07%
0.40% / -0.28%
None
100.00%
50,000
0.99
0.08%
0.02%
--
$39.83
5

EZM Sector/Industry BreakdownView All

EZMSegment Benchmark
21.87% 25.29%
16.59% 22.31%
15.44% 19.47%
16.86% 9.78%
7.07% 6.90%
8.01% 4.49%
5.44% 4.43%
3.87% 1.86%

EZM Geographic Exposure

EZMSegment Benchmark
99.44% 100.61%
0.56% --

EZMSegment Benchmark
100.00% 100.61%
0.00% / 0.00% 0.00% / 0.00%

EZM Performance Statistics

0.91
1.00
0.95
0.97
0.23%
MSCI USA Mid Cap

EZM MSCI ESG Ratings

4.14 / 10
51.08
11.04
5.20%
2.70%
203.90

EZM BENCHMARK COMPARISON

    EZM
    705 Holdings
    Segment Benchmark
    322 Constituents
    Shared Holdings
    162 (Count)
     
    8.35% (Weight)
EZMSegment Benchmark
42.60% 0.93%
57.40% 82.12%
0.00% 16.94%
0.00% 0.00%
1.57% 1.72%