S&P 500   4,330.00
DOW   34,070.42
QQQ   357.86
3 Compelling Reasons to Start Buying Undervalued Amazon
The Strategic Gold Play You Haven't Heard About (Ad)
Stock market today: World shares are mixed, Chinese markets surge, after latest retreat on Wall St
Analysts Recommend These Mining Stocks Before Metal Prices Rally
The Strategic Gold Play You Haven't Heard About (Ad)
FedEx, Greenbrier rise; Cisco Systems, KB Home fall, Thursday, 9/21/2023
Turkey’s central bank hikes interest rates again in further shift in economic policies
The "Plug and Play" Model Putting Online Giants to Shame (Ad)
The average long-term US mortgage rate edged up to 7.19% this week, slightly below its 2023 high
Renowned Federal Judge, 96, Faces Yearlong Suspension For Refusing to Retire
S&P 500   4,330.00
DOW   34,070.42
QQQ   357.86
3 Compelling Reasons to Start Buying Undervalued Amazon
The Strategic Gold Play You Haven't Heard About (Ad)
Stock market today: World shares are mixed, Chinese markets surge, after latest retreat on Wall St
Analysts Recommend These Mining Stocks Before Metal Prices Rally
The Strategic Gold Play You Haven't Heard About (Ad)
FedEx, Greenbrier rise; Cisco Systems, KB Home fall, Thursday, 9/21/2023
Turkey’s central bank hikes interest rates again in further shift in economic policies
The "Plug and Play" Model Putting Online Giants to Shame (Ad)
The average long-term US mortgage rate edged up to 7.19% this week, slightly below its 2023 high
Renowned Federal Judge, 96, Faces Yearlong Suspension For Refusing to Retire
S&P 500   4,330.00
DOW   34,070.42
QQQ   357.86
3 Compelling Reasons to Start Buying Undervalued Amazon
The Strategic Gold Play You Haven't Heard About (Ad)
Stock market today: World shares are mixed, Chinese markets surge, after latest retreat on Wall St
Analysts Recommend These Mining Stocks Before Metal Prices Rally
The Strategic Gold Play You Haven't Heard About (Ad)
FedEx, Greenbrier rise; Cisco Systems, KB Home fall, Thursday, 9/21/2023
Turkey’s central bank hikes interest rates again in further shift in economic policies
The "Plug and Play" Model Putting Online Giants to Shame (Ad)
The average long-term US mortgage rate edged up to 7.19% this week, slightly below its 2023 high
Renowned Federal Judge, 96, Faces Yearlong Suspension For Refusing to Retire
S&P 500   4,330.00
DOW   34,070.42
QQQ   357.86
3 Compelling Reasons to Start Buying Undervalued Amazon
The Strategic Gold Play You Haven't Heard About (Ad)
Stock market today: World shares are mixed, Chinese markets surge, after latest retreat on Wall St
Analysts Recommend These Mining Stocks Before Metal Prices Rally
The Strategic Gold Play You Haven't Heard About (Ad)
FedEx, Greenbrier rise; Cisco Systems, KB Home fall, Thursday, 9/21/2023
Turkey’s central bank hikes interest rates again in further shift in economic policies
The "Plug and Play" Model Putting Online Giants to Shame (Ad)
The average long-term US mortgage rate edged up to 7.19% this week, slightly below its 2023 high
Renowned Federal Judge, 96, Faces Yearlong Suspension For Refusing to Retire
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
$55.51
52-Week Range
$43.61
$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%
EZM stock logo

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

EZM ETF News Headlines

EZM - WisdomTree U.S. MidCap Earnings Fund
The Strategic Gold Play You Haven't Heard About
Experts recommend adding gold to your portfolio, but in what form? Some savvy investors are now rejecting coins and mining stocks in favor of a unique gold investment alternative. It holds explosive growth potential similar to a junior gold stock -- but with less risk exposure.
Analysts Forecast 19% Gains Ahead For EZM
Tuesday's ETF with Unusual Volume: EZM
The Strategic Gold Play You Haven't Heard About
Experts recommend adding gold to your portfolio, but in what form? Some savvy investors are now rejecting coins and mining stocks in favor of a unique gold investment alternative. It holds explosive growth potential similar to a junior gold stock -- but with less risk exposure.
Peek Under The Hood: EZM Has 21% Upside
See More Headlines
Receive EZM Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for WisdomTree U.S. MidCap Fund and its competitors with MarketBeat's FREE daily newsletter.

Fund Details

Issuer
WisdomTree
Fund Name
WisdomTree U.S. MidCap Fund
Tax Classification
Regulated Investment Company
Current Symbol
NYSEARCA:EZM
Inception Date
2/23/2007
Fund Manager
Karen Q. Wong, Richard A. Brown, Thomas J. Durante

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

Beta
1.21
Creation Unit
50,000
Creation Fee
$1,500.00
7 AI Stocks to Invest In: An Introduction to AI Investing For Self-Directed Investors Cover

As the AI market heats up, investors who have a vision for artificial intelligence have the potential to see real returns. Learn about the industry as a whole as well as seven companies that are getting work done with the power of AI.

Get This Free Report

WisdomTree U.S. MidCap Fund Expenses

TypeEZMMid Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.38%0.34%0.53%0.50%0.50%
Other Expenses0.00%0.35%0.52%0.64%0.57%
Total Expense0.38%0.48%0.69%0.74%0.69%
Fee Waiver0.00%-0.44%-0.55%-0.70%-0.59%
Net Expense0.38%0.37%0.59%0.57%0.57%

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

EZM Sector Exposure

EZM Industry Exposure

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













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?
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

My Account -