WisdomTree US MidCap Fund
EZM

$58.53

1.43%

Market Cap: $776M

Financials Security Brokers, Dealers & Flotation Companies

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

5.78% less ownership

Funds ownership: 59.36% [Q1] → 53.59% (-5.78%) [Q2]

6% less funds holding

Funds holding: 150 [Q1] → 141 (-9) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

17% less capital invested

Capital invested by funds: $492M [Q1] → $411M (-$81.5M) [Q2]

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

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Research analyst outlook

We haven’t received any recent analyst ratings for EZM.

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Financial journalist opinion

EZM: Earnings-Based Mid-Cap Fund Without A Quality Advantage

EZM provides investors with broad mid-cap exposure after applying a positive earnings filter each December. Fees are 0.38%, and EZM has $761 million in assets under management. Historically, EZM's total returns were competitive with peers like DON, WisdomTree's mid-cap dividend offering. However, the long-term chart is skewed due to exceptional performance 15 years ago in 2009. More recent results were mixed, but I did discover that EZM offered a solid combination of growth and value, partially offset by volatility concerns in the Technology and Consumer Discretionary sectors.

EZM: Earnings-Based Mid-Cap Fund Without A Quality Advantage

Zacks Investment Research

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

The WisdomTree U.S. MidCap ETF (EZM) made its debut on 02/23/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Zacks Investment Research

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

The WisdomTree U.S. MidCap ETF (EZM) was launched on 02/23/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

Zacks Investment Research

Q2 Earnings on Track to Reach Record Highs: ETFs to Tap

Second-quarter earnings for the S&P 500 are expected to reach a two-year high. Given the strong earnings momentum, many investors would want to bet on earnings-focused ETFs.

Q2 Earnings on Track to Reach Record Highs: ETFs to Tap

Zacks Investment Research

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Making its debut on 02/23/2007, smart beta exchange traded fund WisdomTree U.S. MidCap ETF (EZM) provides investors broad exposure to the Style Box - Mid Cap Value category of the market.

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Zacks Investment Research

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the WisdomTree U.S. MidCap ETF (EZM), a passively managed exchange traded fund launched on 02/23/2007.

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

Zacks Investment Research

ETFs to Tap the Best Earnings Growth in Two Years

U.S. companies are having their best earnings season in nearly two years.

ETFs to Tap the Best Earnings Growth in Two Years

Zacks Investment Research

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

The WisdomTree U.S. MidCap ETF (EZM) made its debut on 02/23/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Zacks Investment Research

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the WisdomTree U.S. MidCap ETF (EZM), a passively managed exchange traded fund launched on 02/23/2007.

Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?

Zacks Investment Research

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Launched on 02/23/2007, the WisdomTree U.S. MidCap ETF (EZM) is a smart beta exchange traded fund offering broad exposure to the Style Box - Mid Cap Value category of the market.

Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

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