WisdomTree U.S. MidCap Fund (EZM) Price

WisdomTree U.S. MidCap Fund Price

73.80
-0.17 (-0.23 %)
TER0.38 %
AUM921.90 M USD
IndexWisdomTree U.S. MidCap Index
Holdings508
CurrencyUSD
Funds Launch2/23/2007

WisdomTree U.S. MidCap Fund Price

Details

Stock Price

How to Read This Chart

This chart tracks the historical stock price of WisdomTree U.S. MidCap Fund over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how WisdomTree U.S. MidCap Fund stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing WisdomTree U.S. MidCap Fund's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

WisdomTree U.S. MidCap Fund Stock Price History
DateWisdomTree U.S. MidCap Fund Price
9/18/202673.80 USD
9/17/202673.97 USD
9/16/202673.75 USD
9/15/202674.19 USD
9/14/202674.55 USD
9/11/202675.06 USD
9/10/202674.53 USD
9/9/202674.94 USD
9/8/202675.73 USD
9/4/202676.32 USD
9/3/202676.28 USD
9/2/202675.63 USD
9/1/202675.01 USD
8/31/202675.71 USD
8/28/202676.08 USD
8/27/202676.82 USD
8/26/202676.81 USD
8/25/202676.53 USD
8/24/202676.43 USD
8/21/202676.67 USD
8/20/202676.22 USD
8/19/202676.66 USD
8/18/202676.60 USD
8/17/202677.34 USD
8/14/202677.63 USD
8/13/202677.39 USD
8/12/202677.16 USD
8/11/202676.73 USD
8/10/202676.79 USD
8/7/202677.06 USD
Access this data via the Eulerpool API

Performance

1W-1.01 %
1M-3.18 %
3M-1.43 %
YTD+9.58 %

WisdomTree U.S. MidCap Fund Profile

Der WisdomTree U.S. MidCap Fund ist ein börsengehandelter Indexfonds (ETF), der in der Anlageklasse der US Mid Cap-Aktien angesiedelt ist. Er wurde im Juni 2006 von WisdomTree Investments, Inc. lanciert und ist seitdem eine beliebte Wahl unter den Investoren, die in Mid-Cap-Aktien investieren möchten.

WisdomTree ist ein Pionier auf dem Gebiet der Smart-Beta-ETFs und hat viele seiner Produkte auf der Grundlage seiner innovativen Indexmethodologie aufgebaut. Der WisdomTree U.S. MidCap Fund ist darauf ausgerichtet, den WisdomTree MidCap Earnings Index nachzubilden, was bedeutet, dass er eine passive Strategie verfolgt.

Der Index wählt Mid-Cap-Unternehmen aus, die an der NYSE oder der NASDAQ notiert sind. Der Fokus liegt dabei auf Unternehmen, die über eine hohe Dividendenrendite verfügen sowie solche, deren Gewinnwachstum über den vergangenen drei Jahren höher als das von Unternehmen aus der gleichen Branche war. Die Indexgewichtung jedes Unternehmens erfolgt dann anhand seiner Dividendenrendite.

Der ETF ist so konzipiert, dass er eine breite Diversifikation in der US Mid-Cap-Aktien-Kategorie bietet. Ende August 2021 umfasste der WisdomTree U.S. MidCap Fund 931 Unternehmen mit einem Gesamtvermögen von rund 5,5 Milliarden US-Dollar.

Der WisdomTree U.S. MidCap Fund ist eine kosteneffektive Option für Anleger, die in US Mid-Cap-Aktien investieren möchten. Im Vergleich zu aktiv verwalteten Fonds fallen keine oder nur sehr geringe Managementgebühren an. Darüber hinaus sind die Kosten für den ETF-Handel in der Regel auch sehr niedrig.

Insgesamt ist der WisdomTree U.S. MidCap Fund eine hervorragende Wahl für Anleger, die eine breite Diversifikation in der US Mid-Cap-Aktien-Kategorie suchen. Er bietet eine kostengünstige Möglichkeit, Zugang zu einer vielversprechenden Anlageklasse zu erhalten, die für die langfristige Kapitalanlage geeignet ist.

ETF Holdings by Sector

ETF Sector Allocation
SectorDistribution
Financial sector
19.54 %
Cyclical consumer goods
15.44 %
Industry
15.26 %
Information technology
13.03 %
Healthcare
10.85 %
Energy
6.91 %
Real Estate
4.88 %
Consumer goods for daily needs
4.86 %
Commodities
4.27 %
Utility company
3.16 %
Communication services
1.8 %

ETF Holdings by Country

Distribution of the ETF by countries
CountryDistribution
United States of America
96.43 %
Bermuda
2.09 %
Ireland
0.64 %
Puerto Rico
0.39 %
Sweden
0.34 %
Kazakhstan
0.09 %
Other
0.04 %

WisdomTree U.S. MidCap Fund List of Holdings

508 Holdings
CompanyShare
1.52 %
1.03 %
APA
APAAPA
0.97 %
0.82 %
0.80 %
0.77 %
0.72 %
0.70 %
0.63 %
0.63 %
0.61 %
0.60 %
0.57 %
0.57 %
0.56 %
0.55 %
0.53 %
0.53 %
0.52 %
0.52 %
0.50 %
0.50 %
0.49 %
0.48 %
0.47 %
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Frequently asked questions about WisdomTree U.S. MidCap Fund

WisdomTree U.S. MidCap Fund is offered by WisdomTree, a leading player in the field of passive investments.

The ISIN of WisdomTree U.S. MidCap Fund is US97717W5702.

The total expense ratio of WisdomTree U.S. MidCap Fund is 0.38%, which means that investors pay 38.00 USD per 10,000 USD in investment capital annually.

The ETF is listed in USD.

European investors may incur additional costs for currency exchange and transaction fees.

No, WisdomTree U.S. MidCap Fund does not comply with the EU UCITS investor protection directives.

The P/E ratio of WisdomTree U.S. MidCap Fund is 14.14.

WisdomTree U.S. MidCap Fund tracks the performance of the WisdomTree U.S. MidCap Index.

The ETF invests in various sectors, with focuses on Financial sector, Cyclical consumer goods, Industry.

United States of America has the largest stake in WisdomTree U.S. MidCap Fund.

The current average trading volume of WisdomTree U.S. MidCap Fund is 16,445.00.

WisdomTree U.S. MidCap Fund is domiciled in US.

The fund was launched on 2/23/2007.

The WisdomTree U.S. MidCap Fund mainly invests in Mid Cap companies.

The NAV of WisdomTree U.S. MidCap Fund amounts to 74.05 USD.

The price-to-book ratio is 2.1.

Investments can be made through brokers or financial institutions that provide access to trading ETFs.

The ETF is traded on the stock exchange, similar to stocks.

Yes, the ETF can be held in a regular securities account.

The ETF is suitable for both short-term and long-term investment strategies, depending on the investor's goals.

The ETF is valued on a daily stock exchange basis.

Information on dividends should be requested from the provider's website or your broker.

The risks include market fluctuations, currency risks, and the risk associated with smaller companies.

The ETF is obligated to report regularly and transparently on its investments.

The performance can be viewed on Eulerpool or directly on the provider's website.

Further information can be found on the official website of the provider.

ETF profile

WisdomTree U.S. MidCap Fund

Symbol
ISIN
CUSIP
Investment SegmentMid Cap
EulerpoolWisdomTree
Managed Assets921.90 M USD
Average Volume16,445
DomicileUS
Funds Launch2/23/2007
CurrencyUSD
Total Expense Ratio (TER)0.38 %
NAV (Net Asset Value)74.05 USD
P/B2.10
P/E14.14

WisdomTree U.S. MidCap Fund Ticker

AMEX · EZM

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