WisdomTree US MidCap FundEZM
EZM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2% more capital invested
Capital invested by funds: $438M [Q2] → $445M (+$7.08M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
1% less funds holding
Funds holding: 143 [Q2] → 142 (-1) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 39
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
3.26% less ownership
Funds ownership: 57.14% [Q2] → 53.88% (-3.26%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EZM.
Financial journalist opinion
Based on 3 articles about EZM published over the past 30 days
Positive
Seeking Alpha
1 week ago
Tech IPOs Poised For Return To Pre-Pandemic Normalcy In 2025
The new year is poised for a resurgence in tech IPOs, as lower interest rates and an investor shift to small- and mid-cap companies combine to create a more welcoming market for debuts. The current environment presents the most favorable conditions for the recovery of IPOs in the past three years. The S&P 400 Midcap Index and the S&P 600 Index have outperformed the S&P 500 Index since the US election Nov. 5.
Neutral
Zacks Investment Research
1 week ago
Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?
The WisdomTree U.S. MidCap ETF (EZM) was launched on 02/23/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Mid Cap Value category of the market.
Neutral
Zacks Investment Research
3 weeks ago
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.
Neutral
Zacks Investment Research
2 months ago
Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. MidCap ETF (EZM) debuted on 02/23/2007, and offers broad exposure to the Style Box - Mid Cap Value category of the market.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
4 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
Neutral
Zacks Investment Research
5 months ago
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.
Positive
Zacks Investment Research
5 months ago
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.
Neutral
Zacks Investment Research
6 months ago
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.
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