Fund Description |
The WisdomTree U.S. MidCap Earnings Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The index is comprised of the companies in the top 75% of the market capitalization of the WisdomTree U.S. Earnings Index after the 500 largest companies have been removed. Companies in the index are incorporated and listed in the U.S. and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the index measurement date. The index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index. |
Fund Profile |
Fund Name |
WisdomTree U.S. MidCap Earnings Fund |
Fund Exchange Ticker |
EZM |
Fund Sponsor |
Wisdom Tree |
Fund ISIN |
US97717W5702 |
Net Expense Ratio |
0.38 % |
Fund Inception Date |
23 February 2007 |
Fund Legal Structure |
ETF (Open end fund) |
Exchange |
NYSE Arca |
Listing Country Code |
US |
Fund Investment Objective |
ETF Type Specific |
US Equities - Dividend & Fundamental |
Asset Class |
Equities (Stocks) |
Index Linked |
Passive |
Index Name |
WisdomTree U.S. MidCap Earnings Index |
Index Provider |
Wisdom Tree |
Currency Hedged |
No |
Inverse / Leveraged |
Not Applicable |
Developed / Emerging |
Developed Market Funds |
Market Capitalization Range |
Mid Cap |
Growth Value |
Core / Blend |
Continent |
North America |
Key Statistics |
Return As of Date |
16 April 2021 |
Asset Under Management |
741.32 Million (USD) |
1 Month Total Return |
1.85 % |
Year To Date Return |
22.05 % |
1 Year Total Return |
98.97 % |
3 Year Annualized Total Return |
12.63 % |
NAV |
52.9514 |
Share Outstanding |
14,000,000 |