WisdomTree U.S. MidCap Fund (EZM)

NYSEARCA: EZM · Real-Time Price · USD
66.06
+1.25 (1.93%)
Nov 21, 2024, 2:32 PM EST - Market open
1.93%
Assets $825.28M
Expense Ratio 0.38%
PE Ratio 10.84
Shares Out 12.75M
Dividend (ttm) $0.95
Dividend Yield 1.47%
Ex-Dividend Date Sep 25, 2024
Payout Ratio 15.94%
1-Year Return +24.91%
Volume 11,725
Open 65.20
Previous Close 64.81
Day's Range 65.20 - 66.13
52-Week Low 51.54
52-Week High 67.00
Beta 1.21
Holdings 540
Inception Date Feb 23, 2007

About EZM

Fund Home Page

The WisdomTree U.S. MidCap Fund (EZM) is an exchange-traded fund that is based on the WisdomTree U.S. MidCap index. The fund tracks an earnings-focused index of US mid-cap stocks. EZM was launched on Feb 23, 2007 and is issued by WisdomTree.

Asset Class Equity
Category Mid-Cap Value
Region North America
Stock Exchange NYSEARCA
Ticker Symbol EZM
ETF Provider WisdomTree
Index Tracked WisdomTree U.S. MidCap Index

Top 10 Holdings

7.79% of assets
Name Symbol Weight
Toll Brothers, Inc. TOL 1.15%
Unum Group UNM 1.02%
East West Bancorp, Inc. EWBC 0.81%
American Airlines Group Inc. AAL 0.80%
Jackson Financial Inc. JXN 0.73%
Tapestry, Inc. TPR 0.71%
Comerica Incorporated CMA 0.68%
DICK'S Sporting Goods, Inc. DKS 0.65%
Lithia Motors, Inc. LAD 0.62%
Tenet Healthcare Corporation THC 0.61%
View More Holdings

Dividends

Ex-Dividend Amount Pay Date
Sep 25, 2024 $0.360 Sep 27, 2024
Jun 25, 2024 $0.190 Jun 27, 2024
Mar 22, 2024 $0.175 Mar 27, 2024
Dec 22, 2023 $0.225 Dec 28, 2023
Sep 25, 2023 $0.180 Sep 28, 2023
Jun 26, 2023 $0.190 Jun 29, 2023
Full Dividend History

News

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 tot...

3 months ago - Seeking Alpha

Why Now For U.S. Equity Income?

US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.

1 year ago - Seeking Alpha

WisdomTree Offers 2 Mid-Cap ETFs With EZM Besting DON

The WisdomTree MidCap Dividend ETF (DON) invests based on the WisdomTree U.S. MidCap Dividend Index. This hasn't enhanced its yield much.

Other symbols: DON
2 years ago - Seeking Alpha

Surprising Analyst 12-Month Target For EZM The WisdomTree U.S. MidCap Fund ETF

For the WisdomTree U.S. MidCap Fund ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $44.03 per unit.

5 years ago - Forbes

Implied WisdomTree U.S. MidCap Fund ETF Analyst Target Price: $45

For the WisdomTree U.S. MidCap Fund ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $45.09 per unit.

5 years ago - Forbes

Analysts Predict 17% Upside For The Holdings Of The WisdomTree U.S. MidCap Fund ETF

For the WisdomTree U.S. MidCap Fund ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $45.32 per unit.

5 years ago - Forbes

How The Pieces Add Up: The WisdomTree U.S. MidCap Earnings Fund ETF Targets $45

For the WisdomTree U.S. MidCap Earnings Fund ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $44.93 per unit.

6 years ago - Forbes