WisdomTree U.S. MidCap Fund (EZM) Price, Holdings, & News

ETF Overview

WisdomTree MidCap Earnings Fund (the Fund) seeks investment results that correspond to the price and yield performance of the WisdomTree MidCap Earnings Index (the Index). The Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the United States stock market. The Index consists of the companies in the top 75% of the market capitalization of the WisdomTree Earnings Index after the 500 largest companies have been removed. Companies in the Index are incorporated and listed in the United States, and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the Index measurement date. The Index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. The Fund's investment advisor is WisdomTree Asset Management, Inc.

Key Stats

• Today's Range: $59.97 to $60.86
• 50-Day Range: $51.81 to $61.78
• 52-Week Range: $51.10 to $68.73
• Volume: 21,984 shs
• Average Volume: 30,561 shs
• Market Capitalization: $760.75 million
• Assets Under Management: $744.43 million
• Dividend Yield: 1.54%
• Net Expense Ratio: 0.38%
• Aggregate Rating: Hold

EZM ETF - Frequently Asked Questions

How have EZM shares performed this year?

WisdomTree U.S. MidCap Fund's stock was trading at $62.51 at the start of the year. Since then, EZM shares have decreased by 2.6% and is now trading at $60.86.
View the best growth stocks for 2025 here.

Who are WisdomTree U.S. MidCap Fund's major shareholders?

WisdomTree U.S. MidCap Fund's top institutional shareholders include DAVENPORT & Co LLC (4.75%), Freedom Investment Management Inc. (2.50%), Private Advisor Group LLC (1.66%) and LPL Financial LLC (1.59%).

How do I buy shares of WisdomTree U.S. MidCap Fund?

Shares of EZM stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of WisdomTree U.S. MidCap Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that WisdomTree U.S. MidCap Fund investors own include Net Lease Office Properties (NLOP), International Business Machines (IBM), Intel (INTC), AT&T (T), Fortinet (FTNT), Tesla (TSLA) and Advanced Micro Devices (AMD).

Fund Details

• Issuer: WisdomTree
• Fund Name: WisdomTree U.S. MidCap Fund
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:EZM
• Inception Date: 2/23/2007
• Fund Manager: Karen Q. Wong, Richard A. Brown, Thomas J. Durante
• Web: www.wisdomtree.com
• Phone: +1-866-9099473

Fund Focus

• Asset Class: Equity
• Benchmark: WisdomTree U.S. MidCap Index
• Category: Size and Style
• Focus: Mid Cap
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 554

Fund Statistics

• Assets Under Management: $744.43 million
• Average Daily Volume: $21,133.20
• Discount/Premium: 0.05%

Administrator, Advisor and Custodian

• Administrator: State Street Bank and Trust Company
• Advisor: WisdomTree Asset Management, Inc.
• Custodian: State Street Bank and Trust Company
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: State Street Bank and Trust Company
• Trustee: N/A
• Lead Market Maker: Susquehanna

Options

• Optionable: N/A
• Short Interest: 1,200 shs

Miscellaneous

• Outstanding Shares: 12,500,000
• Beta: 1.09
• Creation Unit: 50,000
• Creation Fee: $1,500.00