WisdomTree MidCap Earnings Fund (EZM)

89.96
Data as of Jul 30
 -0.06 / -0.07%
Today’s Change
74.39
Today|||52-Week Range
93.59
+4.00%
Year-to-Date

Investment Objective

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

No recent news for WisdomTree MidCap Earnings Fund.

Performance

1 month-2.46% 3 years+18.39%
3 months+3.43% 5 years+21.85%
1 year+18.91% Since inception+9.67%
Data through 07/30/2014

Quote Details

Previous close$90.02
Open day’s range89.48 – 90.28
Net asset value (NAV)89.90 (07/29/2014)
Daily volume25,163
Average volume (3 months)24,037
Data as of 3:59pm ET, 07/30/2014

Peer Comparisonvs. Mid-cap blend ETFs

 EZMCategory
Performance 5-yr return+21.85%+21.97%
Expense Gross exp ratio0.38%0.44%
Risk 5 year sharpe ratio1.401.31
Net assets$582.5M$2.8B
Average market cap$4.1B$8.6B
Average P/E18.619.5
Dividend / Share--0.23%

Competitors

IWR iShares Russell Mid-Cap ETF
EWRI Guggenheim Russell 1000® Equal Weight E...
VO Vanguard Mid Cap ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 17.44%
Industrial materials 14.70%
Consumer goods 11.60%
Business service 10.09%
Healthcare 9.48%
Top 10 Holdings
Portfolio weighting
LVNTA Liberty Ventures Class A1.26%
AAL American Airlines Group Inc0.89%
JOY Joy Global Inc0.82%
SNV Synovus Financial Corp0.77%
MBI MBIA Inc0.73%
PPC Pilgrims Pride Corp0.69%
ALK Alaska Air Group Inc0.62%
AGCO AGCO Corp0.56%
FSLR First Solar Inc0.55%
ITT ITT Corp0.54%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.