NYSEARCA:EZM

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

$50.65

-0.81 (-1.57%)

(As of 09/21/2023 ET)

Compare

Today's Range: $50.64
▼
$50.97
50-Day Range: $50.65
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$55.51
52-Week Range: $43.61
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$56.11

Volume: 28,655 shs
Average Volume: 37,905 shs
Market Capitalization: $704.04 million

Assets Under Management: $731.63 million
Dividend Yield: 1.50%
Net Expense Ratio: 0.38%

Profile Chart Institutional Ownership Headlines Holdings Ratings

About WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

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.

EZM Price History

30 days | 90 days | 365 days | Advanced Chart

EZM ETF News Headlines

July 7, 2023 | fool.com

WisdomTree Trust - WisdomTree U.s. MidCap Fund (NYSEMKT: EZM)

June 13, 2023 | finance.yahoo.com

EZM - WisdomTree U.S. MidCap Earnings Fund

September 22, 2023 | Edge On The Street (Ad)

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May 13, 2023 | investing.com

CI WisdomTree U.S. MidCap Dividend Index ETF (UMI)

December 23, 2022 | msn.com

WisdomTree U.S. MidCap Fund declares quarterly distribution of $0.2364

August 24, 2022 | nasdaq.com

Analysts Forecast 19% Gains Ahead For EZM

June 28, 2022 | nasdaq.com

Tuesday's ETF with Unusual Volume: EZM

June 24, 2022 | seekingalpha.com

WisdomTree U.S. MidCap Fund declares quarterly distribution of $0.1850

September 22, 2023 | Edge On The Street (Ad)

The Strategic Gold Play You Haven't Heard About

June 8, 2022 | nasdaq.com

Peek Under The Hood: EZM Has 21% Upside

See More Headlines

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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 Earnings Index
Category: Size and Style
Focus: Mid Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 578

Fund Statistics

Assets Under Management: $731.63 million
Average Daily Volume: $42,454.80
Discount/Premium: -0.06%

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: 100 shs

Miscellaneous

Outstanding Shares: 13,900,000
Beta: 1.21
Creation Unit: 50,000
Creation Fee: $1,500.00

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WisdomTree U.S. MidCap Fund Expenses

Type	EZM	Mid Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.38%	0.34%	0.53%	0.50%	0.50%
Other Expenses	0.00%	0.35%	0.52%	0.64%	0.57%
Total Expense	0.38%	0.48%	0.69%	0.74%	0.69%
Fee Waiver	0.00%	-0.44%	-0.55%	-0.70%	-0.59%
Net Expense	0.38%	0.37%	0.59%	0.57%	0.57%

WisdomTree U.S. MidCap Fund (EZM) Holdings & Exposure

Top 10 EZM Holdings

EZM Sector Exposure

EZM Industry Exposure

Full Holdings Details

Key Executives

Victor Ugolyn (Age 68)
Chairman of the Board of Trustees

Jonathan Lawrence Steinberg (Age 53)
President, Trustee

Amit Muni (Age 48)
Treasurer, Assistant Secretary

Richard Morris (Age 46)
Secretary, Chief Legal Officer

Gregory E. Barton J.D. (Age 56)
Trustee

Toni Massaro (Age 59)
Trustee

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Institutional Ownership

View All Institutional Transactions

EZM ETF - Frequently Asked Questions

How have EZM shares performed in 2023?: WisdomTree U.S. MidCap Fund's stock was trading at $48.62 on January 1st, 2023. Since then, EZM shares have increased by 4.2% and is now trading at $50.65.
View the best growth stocks for 2023 here.
What does EZM invest in?: WisdomTree U.S. MidCap Fund is a equity fund issued by WisdomTree. EZM focuses on mid cap investments and follows the WisdomTree U.S. MidCap Earnings Index. The fund's investments total to approximately $731.63 million assets under management.
What stocks does WisdomTree U.S. MidCap Fund hold?: EZM invests in 578 holdings. Some of the stocks in their portfolio include Builders FirstSource (BLDR), Avis Budget Group (CAR), Ally Financial (ALLY), Cleveland-Cliffs (CLF), Arrow Electronics (ARW), AutoNation (AN), Owens Corning (OC), Lithia Motors (LAD), Super Micro Computer (SMCI) and Penske Automotive Group (PAG).
What is the management fee for WisdomTree U.S. MidCap Fund?: WisdomTree U.S. MidCap Fund's management fee is 0.38% and has no other recorded expenses or fee waivers. The net expense ratio for EZM is 0.38%.
What other stocks do shareholders of WisdomTree U.S. MidCap Fund own?: Based on aggregate information from My MarketBeat watchlists, some companies that other WisdomTree U.S. MidCap Fund investors own include Caterpillar (CAT), Crown Castle (CCI), Johnson & Johnson (JNJ), Coca-Cola (KO), AT&T (T), Chevron (CVX), International Business Machines (IBM), Intel (INTC), Altria Group (MO) and Procter & Gamble (PG).

What is WisdomTree U.S. MidCap Fund's stock symbol?: WisdomTree U.S. MidCap Fund trades on the New York Stock Exchange (NYSE)ARCA under the ticker symbol "EZM."
Who are WisdomTree U.S. MidCap Fund's major shareholders?: WisdomTree U.S. MidCap Fund's stock is owned by a variety of institutional and retail investors. Top institutional investors include Truist Financial Corp (4.51%), Raymond James Financial Services Advisors Inc. (3.03%), 3D L Capital Management LLC (2.91%), DAVENPORT & Co LLC (2.57%), Baird Financial Group Inc. (1.57%) and Envestnet Asset Management Inc. (1.36%).
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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.
What is WisdomTree U.S. MidCap Fund's stock price today?: One share of EZM stock can currently be purchased for approximately $50.65.
How much money does WisdomTree U.S. MidCap Fund make?: WisdomTree U.S. MidCap Fund (NYSEARCA:EZM) has a market capitalization of $704.04 million.
How can I contact WisdomTree U.S. MidCap Fund?: WisdomTree U.S. MidCap Fund's mailing address is 380 Madison Avenue 21st Floor, New York, NY 10017, United States. The official website for the company is www.wisdomtree.com. The company can be reached via phone at +1-866-9099473.

This page (NYSEARCA:EZM) was last updated on 9/22/2023 by MarketBeat.com Staff

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