EZM WisdomTree U.S. MidCap Fund
B
79
What is EZM?
EZM tracks an earnings-focused index of US mid-cap stocks.
PERFORMANCE [as of 03/20/23]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
EZM
-11.91%
-0.37%
-1.69%
-12.15%
29.02%
5.56%
8.88%
EZM (NAV)
-11.83%
-0.15%
-1.70%
-12.12%
28.75%
5.57%
8.89%
MSCI USA Mid Cap Index
-9.26%
-0.68%
-1.66%
-13.85%
23.62%
7.14%
10.04%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
EZM Factset Analytics Insight
EZM curates a portfolio of US mid-cap stocks with a focus on earnings. Companies are selected and weighted by earnings—those with greater profits are assigned larger portfolio weights. The fund's earnings screens and its firm size boundaries combine for a big allocation to small-caps. Dipping into small-cap territory elevates the EZM's market risk, and its focus on earnings can lead to sector bets at times. The index is reconstituted and rebalanced on an annual basis.
EZM Summary Data
02/23/07
0.38%
$692.22M
WisdomTree U.S Mid Cap Index
MSCI USA Mid Cap Index
Open-Ended Fund
Peers
MSCI USA Mid Cap Index
Fund Flows
-$0.00B
5 Days
-$0.02B
30 Days
-$0.00B
90 Days
EZM Portfolio Data
$6.24B
7.85
1.99
1.59%
N/A
588
EZM Index Data
WisdomTree U.S Mid Cap Index
Earnings
Earnings
MSCI USA Mid Cap Index
EZM Portfolio Management
0.38%
-0.32%
-0.25%
-0.69%
EZM Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
EZM Fund Structure
Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily
Factset Analytics Block Liquidity
As of 03/21/23
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
50,437
$2.67M
25,227
$1.29M
0.15%
$0.08
-0.02%
0.17% / -0.21%
None
100.00%
50,000
0.50
0.06%
0.02%
30
$47.84
5
EZM Sector/Industry Breakdown
EZM
Segment
Benchmark
Benchmark
23.50%
--
9.91%
--
8.59%
--
7.16%
--
5.08%
--
4.71%
--
4.68%
--
4.64%
--
4.50%
--
4.47%
--
EZM Top 10 Holdings
1.36%
0.98%
0.89%
0.82%
0.74%
0.72%
0.69%
0.67%
0.64%
0.64%
8.14%
EZM Performance Statistics
0.95
1.00
0.98
1.00
0.40%
MSCI USA Mid Cap Index
EZM Countries
EZM
Segment
Benchmark
Benchmark
100.00%
100.00%
EZM Regions
EZM
Segment
Benchmark
Benchmark
100.00%
100.00%
EZM Economic Development
EZM
Segment
Benchmark
Benchmark
100.00%
100.00%
0.00%
0.00%
EZM Benchmark Comparison Summary
EZM
Segment
Benchmark
Benchmark
588
328
$6.24B
$19.30B
7.85
18.40
1.99
2.92
1.53%
1.52%
Low
Low
EZM Benchmark Comparison Market Cap Size
EZM
Segment
Benchmark
Benchmark
1.02%
79.04%
96.90%
20.96%
2.00%
0.00%
0.02%
0.00%