WisdomTree U.S. MidCap Fund (EZM)
ARCA ARCA Primary Summary
EZM Chart
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.
Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the WisdomTree U.S. MidCap ETF (EZM), a passively managed exchange traded fund launched on February 23, 2007.
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.
WisdomTree U.S. MidCap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,784 | $357,278.22 | $433,395.12 | $76,116.9 | 21.3% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 35,976 | $1.88M | $2.69M | $814,618.32 | 43.37% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 632 | $30,727.84 | $47,504.28 | $16,776.44 | 54.6% |
| RCS Ryan Charles Stout Theory Financial LLC | 89,563 | $5.35M | $6.73M | $1.39M | 25.93% |
 Matthew Liebman Amplius Wealth Advisors LLC | 13,382 | $870,581.34 | $1.01M | $140,428.76 | 16.13% |
WisdomTree U.S. MidCap Fund (EZM) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
What is its market cap?
Has WisdomTree U.S. MidCap Fund ever had a stock split?
WisdomTree U.S. MidCap Fund Profile
| ARCA Exchange | US Country |
Overview
The provided company description outlines an investment fund that operates with a specific strategy focused on the mid-capitalization segment of the U.S. stock market. This fund places a heavy emphasis on investing in earnings-generating companies, adhering to a fundamental weighting system within its chosen index. A key aspect of this fund's strategy is its commitment to allocate at least 95% of its total assets (excluding collateral from securities lending) to either component securities of its benchmark index or to investments that mirror the economic characteristics of these securities closely. It is noted for its non-diversified investment approach, indicating a concentration of investments as opposed to spreading risk across a wide range of securities.
Products and Services
- Component Securities Investment
- Economically Identical Investments
- Index-Based Fundamentally Weighted Strategy
- Non-Diversified Fund Structure
This product involves investing directly in the securities that constitute the benchmark index, aligning with the fund's strategy to replicate the financial characteristics of these securities closely. This approach aims to match or exceed the index's performance by holding a representative basket of stocks.
In addition to direct investments in index securities, the fund also seeks out investments that, while not part of the index themselves, offer substantially identical economic characteristics. These can include derivative instruments or other financial products designed to mimic the performance of index components, thereby broadening the scope of investment opportunities while still adhering to the fund's strategy.
The core of the fund's investment philosophy is a fundamentally weighted approach, focusing on the mid-cap segment of the U.S. market that is rich in earnings-generating companies. Unlike market-cap weighted indices, fundamentally weighted indices prioritize stocks based on economic factors, such as company earnings or dividends, aiming to capture intrinsic value and potentially offer better risk-adjusted returns.
By classification, the fund identifies as non-diversified, meaning it may invest a larger portion of its assets in a smaller number of issuers. This approach can lead to higher volatility and risk as the fund's performance may be more closely tied to the fortunes of fewer companies. However, this also allows for potentially greater returns from focused investments in high-conviction picks within the mid-cap space.
