EZM
WisdomTree U.S. MidCap Fund·ARCA
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Key Stats
Assets Under Management
881.53MUSD
Fund Flows (1Y)
-67.49MUSD
Dividend Yield
1.31%
Discount/Premium to NAV
0.13%
Shares Outstanding
12.30M
Expense Ratio
0.38%
About WisdomTree U.S. MidCap Fund
Issuer
WisdomTree Asset Management
Brand
WisdomTree
Inception Date
Feb 23, 2007
Structure
Open-Ended Fund
Index Tracked
WisdomTree U.S. MidCap Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
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.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Mid Cap
Niche
Broad-based
Strategy
Fundamental
Geography
U.S.
Weighting Scheme
Earnings
Selection Criteria
Earnings
Analysis
Sector
Financial Services
19.99%
Industrials
16.82%
Consumer Cyclical
16.42%
Technology
10.85%
Healthcare
9.78%
Consumer Defensive
6.04%
Energy
5.83%
Real Estate
4.99%
Basic Materials
4.18%
Financial Services
19.99%
Industrials
16.82%
Consumer Cyclical
16.42%
Technology
10.85%
Healthcare
9.78%
Consumer Defensive
6.04%
Energy
5.83%
Real Estate
4.99%
Basic Materials
4.18%
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Asset
Holdings
No data available
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