WisdomTree U.S. MidCap Earnings Fund
EZM
NYSE Arca
| Weiss Ratings | EZM - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | EZM - NYSE Arca | Click to Compare |
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| Price | $63.29 | |||
| Company Info | EZM - NYSE Arca | Click to Compare |
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| Provider | WisdomTree | |||
| Manager/Tenure (Years) | Marlene Walker-Smith (4), David France (4), Todd Frysinger (4), 2 others | |||
| Website | http://www.wisdomtree.com | |||
| Phone Number | 212-801-2080 | |||
| Fund Information | EZM - NYSE Arca | Click to Compare |
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| Fund Name | WisdomTree U.S. MidCap Earnings Fund | |||
| Category | Small Value | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 23, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | EZM - NYSE Arca | Click to Compare |
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| Dividend Yield | 1.34% | |||
| Dividend | EZM - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 2.04% | |||
| Asset Allocation | EZM - NYSE Arca | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 98.25% | |||
| Non-U.S. Stock | 1.75% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | EZM - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -1.38% | |||
| 30-Day Total Return | 5.28% | |||
| 60-Day Total Return | 2.67% | |||
| 90-Day Total Return | 14.90% | |||
| Year to Date Total Return | 1.97% | |||
| 1-Year Total Return | 5.57% | |||
| 2-Year Total Return | 17.98% | |||
| 3-Year Total Return | 41.76% | |||
| 5-Year Total Return | 103.38% | |||
| Price | EZM - NYSE Arca | Click to Compare |
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| Closing Price | $63.28 | |||
| 1-Month Low Price | $60.45 | |||
| 1-Month High Price | $64.06 | |||
| 52-Week Low Price | $51.81 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $68.19 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| NAV | EZM - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $60.49 | |||
| 1-Month High NAV | $64.11 | |||
| 52-Week Low NAV | $51.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $68.09 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | EZM - NYSE Arca | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 21.50 | |||
| Balance Sheet | EZM - NYSE Arca | Click to Compare |
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| Total Assets | 765.44M | |||
| Operating Ratios | EZM - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.38% | |||
| Turnover Ratio | 40.00% | |||
| Performance | EZM - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 18.75% | |||
| Last Bear Market Total Return | -15.47% | |||