EZM

WisdomTree MidCap Earnings Fund
CLOSING PRICECHANGE (%)VOLUME
$35.37-0.09 (-0.25%)52.56K
4:00:00 p.m. (ET) 04/21/2017
BZX EXCHANGE CLOSED
LAST TRADECHANGE (%)
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BID SIZEBID ($)ASK ($)ASK SIZE
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Overall Rating

A

75
as of 04/21/17

Rating Details

94
89
75
Segment Average
  • Overview
  • Efficiency
  • Tradability
  • Fit

EZM Fund Description

The WisdomTree MidCap Earning Fund tracks an earnings-focused index of midcap stocks.

EZM FactSet Analytics Insight

EZM's selection and weightingits focus on earnings can lead to sector bets at times 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.

  • 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

02/23/07
Open-Ended Fund
0.38%
$793.97 M
$2.76 M
0.33%

EZM Portfolio Data

$4.06 B
20.14
2.44
4.21%
06/26/17
731

EZM Index Data

WisdomTree Mid Cap Earnings Index
Earnings
Earnings
MSCI USA Mid Cap

Related ETFs to EZM

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

EZM Portfolio Management

0.38%
-0.29%
-0.21%
-0.48%

EZM Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

EZM Fund Structure

Open-Ended Fund
No
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS----
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
15:59:5835.33100
15:59:3035.3893
13:10:4435.331
11:27:4635.37400
10:55:1135.32400
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Bats BZX Real-time Quote - 23:59:59
Average Spread
Premium/Discount
Volume

EZM FactSet Analytics Block Liquidity

As of 04/21/17
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

78,361
$2.76 M
56,753
$2.01 M
0.33%
$0.11
0.02%
0.35% / -0.22%
None
100.00%
50,000
1.14
0.09%
0.02%
--
$35.46
5

EZM Performance Statistics

0.92
1.11
1.06
1.03
0.24%
MSCI USA Mid Cap