NYSEARCA:EZM WisdomTree U.S. MidCap Fund (EZM) Price, Holdings, & News → Bigger Than NVIDIA? (From Behind the Markets) (Ad) Free EZM Stock Alerts $57.64 0.00 (0.00%) (As of 09:58 AM ET) Add Compare Share Share Today's Range$57.64▼$57.6450-Day Range$56.57▼$60.4352-Week Range$46.88▼$61.23Volume951 shsAverage Volume34,199 shsMarket Capitalization$775.26 millionAssets Under Management$766.70 millionDividend Yield1.32%Net Expense Ratio0.38% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get WisdomTree U.S. MidCap Fund alerts: Email Address 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.Read More EZM Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart EZM ETF News HeadlinesMarch 27, 2024 | msn.comWisdomTree U.S. MidCap Fund declares quarterly distribution of $0.1750March 22, 2024 | seekingalpha.comReviewing Our Exposure To Small And Mid-Cap Regional BanksJune 18, 2024 | Behind the Markets (Ad)Are you prepared for a Chinese "invasion?"Recently declassified documents show that while the U.S has been distracted in the Middle East... China had been studying our every move... And preparing themselves for not only an armed conflict with the United StatesDecember 29, 2023 | nasdaq.comWisdomTree U.S. MidCap Fund (EZM)December 22, 2023 | msn.comWisdomTree U.S. MidCap Fund declares quarterly distribution of $0.22500July 7, 2023 | fool.comWisdomTree Trust - WisdomTree U.s. MidCap Fund (NYSEMKT: EZM)June 13, 2023 | finance.yahoo.comEZM - WisdomTree U.S. MidCap Earnings FundMay 13, 2023 | investing.comCI WisdomTree U.S. MidCap Dividend Index ETF (UMI)June 18, 2024 | Behind the Markets (Ad)Are you prepared for a Chinese "invasion?"Recently declassified documents show that while the U.S has been distracted in the Middle East... China had been studying our every move... And preparing themselves for not only an armed conflict with the United StatesDecember 23, 2022 | msn.comWisdomTree U.S. MidCap Fund declares quarterly distribution of $0.2364See 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. Email Address Fund Details IssuerWisdomTree Fund NameWisdomTree U.S. MidCap Fund Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:EZM Inception Date2/23/2007 Fund ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante Webwww.wisdomtree.com Phone+1-866-9099473Fund Focus Asset ClassEquity BenchmarkWisdomTree U.S. MidCap Earnings Index CategorySize and Style FocusMid Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings546 Fund Statistics Assets Under Management$759.38 million Average Daily Volume$26,277.70 Discount/Premium-0.09% Administrator, Advisor and Custodian AdministratorState Street Bank and Trust Company AdvisorWisdomTree Asset Management, Inc. CustodianState Street Bank and Trust Company DistributorForeside Fund Services, LLC Transfer AgentState Street Bank and Trust Company TrusteeN/A Lead Market MakerSusquehanna Options OptionableN/A Short Interest4,100 shs Miscellaneous Outstanding Shares13,450,000Beta1.18 Creation Unit50,000 Creation Fee$1,500.00 Beginners Guide To Retirement StocksClick the link below and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio. Get This Free Report Ad Behind the MarketsBigger Than NVIDIA?With NVIDIA flying high, everyone is looking for the next breakout stock. But right now... There's only ONE stock you should be watching.Get the full story here >>> WisdomTree U.S. MidCap Fund ExpensesTypeEZMMid Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.38%0.34%0.54%0.51%0.51%Other Expenses0.00%0.55%0.50%0.59%0.54%Total Expense0.38%0.53%0.70%0.74%0.71%Fee Waiver0.00%-0.80%-0.55%-0.69%-0.60%Net Expense0.38%0.37%0.60%0.58%0.58% WisdomTree U.S. MidCap Fund (EZM) Holdings & ExposureTop 10 EZM HoldingsToll Brothers(NYSE:TOL)Holding Weight: 0.97%Unum Group(NYSE:UNM)Holding Weight: 0.82%DICK'S Sporting Goods(NYSE:DKS)Holding Weight: 0.78%American Airlines Group(NASDAQ:AAL)Holding Weight: 0.70%AutoNation(NYSE:AN)Holding Weight: 0.65%TD SYNNEX(NYSE:SNX)Holding Weight: 0.65%Ally Financial(NYSE:ALLY)Holding Weight: 0.63%East West Bancorp(NASDAQ:EWBC)Holding Weight: 0.61%United States Steel(NYSE:X)Holding Weight: 0.61%Jackson Financial(NYSE:JXN)Holding Weight: 0.59%EZM Sector ExposureEZM Industry ExposureFull Holdings Details Key ExecutivesVictor 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 More ExecutivesSimilar ETFsInvesco S&P MidCap Low Volatility ETFNYSEARCA:XMLVInvesco S&P MidCap 400 Revenue ETFNYSEARCA:RWKVanguard S&P Mid-Cap 400 Value ETFNYSEARCA:IVOViShares Morningstar Mid-Cap ETFNYSEARCA:IMCBiShares Morningstar Mid-Cap Value ETFNASDAQ:IMCVInstitutional OwnershipCetera Investment AdvisersBought 145,557 shares on 5/24/2024Ownership: 1.416%Cetera Advisors LLCBought 42,755 shares on 5/24/2024Ownership: 1.245%Clear Point Advisors Inc.Sold 177 shares on 5/17/2024Ownership: 0.005%Waverly Advisors LLCBought 16,396 shares on 5/16/2024Ownership: 0.122%TIAA Trust National AssociationBought 3,389 shares on 5/10/2024Ownership: 0.025%View All Institutional Transactions EZM ETF - Frequently Asked Questions How have EZM shares performed in 2024? WisdomTree U.S. MidCap Fund's stock was trading at $57.39 on January 1st, 2024. Since then, EZM stock has increased by 0.4% and is now trading at $57.64. View the best growth stocks for 2024 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 $766.70 million assets under management. What stocks does WisdomTree U.S. MidCap Fund hold? EZM invests in 546 holdings. Some of the stocks in their portfolio include Toll Brothers (TOL), Unum Group (UNM), DICK'S Sporting Goods (DKS), American Airlines Group (AAL), AutoNation (AN), TD SYNNEX (SNX), Ally Financial (ALLY), East West Bancorp (EWBC), United States Steel (X) and Jackson Financial (JXN). 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). Who are WisdomTree U.S. MidCap Fund's major shareholders? WisdomTree U.S. MidCap Fund's stock is owned by a number of retail and institutional investors. Top institutional shareholders include DAVENPORT & Co LLC (3.51%), Raymond James Financial Services Advisors Inc. (2.17%), Cetera Investment Advisers (1.42%), Private Advisor Group LLC (1.26%), Cetera Advisors LLC (1.24%) and Clearwater Capital Advisors LLC (1.15%). 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. Compare Top Brokerages Here. This page (NYSEARCA:EZM) was last updated on 6/18/2024 by MarketBeat.com Staff From Our PartnersAI's Next Magnificent SevenThe Original Magnificent Seven Produced 16,894% Average Returns Over 20 Years.The Oxford Club | SponsoredBigger Than NVIDIA?With NVIDIA flying high, everyone is looking for the next breakout stock. But right now... There's only ...Behind the Markets | SponsoredBeta testers blew this thing upThis AI trading tool is probably unlike anything you've ever seen before… It scans the entire market and fi...Prosper Trading Academy | SponsoredThe #1 Crypto That You Don’t Own… YetThere’s all kinds of “signals” to follow when investing in cryptos. 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