ARCA:EZM

WisdomTree U.S. MidCap Fund

$ 66.07 3.4147 ( +5.45%) 03:59 PM EST
PE Ratio:
12.35
PB Ratio:
1.87
Volume:
48.66K
Dividend Yield %:
1.41
Last Holding update 2024-08-28 544 Stocks (0 new)
Value $758.00 Mil Turnover 0 %
Top Holdings: TOL(0.96%) UNM(0.80%) DKS(0.77%) AAL(0.70%) ALLY(0.66%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 65.1
Day's Range ($) 65 - 66.07
Day's Volume 48,664
52-Week Range ($) 48.63 - 66.07
Beta 1.12
Volatility 18.1
14-Day RSI 55.16
14-Day ATR ($) 0.748594
20-Day SMA ($) 62.452765

Fundamental Data

Name Value
Market Cap (Mil $) 858.235
Shares Outstanding (Mil) 12.95
PE Ratio 12.35
PE Ratio (10y Range) 5.63 - 18.8
PE Ratio (10y Median) 13.9
PB Ratio 1.87
PB Ratio (10y Range) 1.38 - 2.35
PB Ratio (10y Median) 2.04

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.924
Dividend Yield % 1.41
Dividend Yield % (10y Range) 1.01 - 4.54
Dividend Yield % (10y Median) 1.43
Next Dividend Payment Date
Dividend Frequency Quarterly

EZM WisdomTree U.S. MidCap Fund Fundamental Charts

Historical TTM Price-to-Earnings for EZM WisdomTree U.S. MidCap Fund

Historical TTM Price-to-Earnings without NRI for EZM WisdomTree U.S. MidCap Fund

Historical Price-to-Book Ratio for EZM WisdomTree U.S. MidCap Fund

Historical Dividend Yields for EZM WisdomTree U.S. MidCap Fund

EZM WisdomTree U.S. MidCap Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:EZM

No Available Data

ARCA:EZM is held by these investors

No Available Data
WisdomTree U.S. MidCap Fund Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TOL 		Toll Brothers Inc
63,314
7292.510
-1.93%
0.960
-0.02%
0.060
+17.33%
+48.34%
15281.102
Homebuilding & Construction
UNM 		Unum Group
118,159
6039.110
-1.11%
0.800
-0.01%
0.060
+33.77%
+59.87%
12819.355
Insurance
DKS 		Dick's Sporting Goods Inc
27,201
5844.130
-2.97%
0.770
-0.02%
0.030
-0.40%
+34.81%
15885.251
Retail - Cyclical
AAL 		American Airlines Group Inc
471,060
5337.110
-1.49%
0.700
-0.01%
0.070
+50.27%
+1.82%
9193.263
Transportation
ALLY 		Ally Financial Inc
125,448
4976.520
-2.96%
0.660
-0.02%
0.040
-4.56%
+11.86%
11539.549
Credit Services
EWBC 		East West Bancorp Inc
65,391
4788.580
-0.98%
0.630
-0.01%
0.050
+39.51%
+53.04%
14853.340
Banks
AN 		AutoNation Inc
29,589
4715.890
-2.96%
0.620
-0.02%
0.070
+1.40%
+12.52%
6699.812
Vehicles & Parts
X 		United States Steel Corp
122,435
4628.040
-2.97%
0.610
-0.02%
0.050
+6.27%
-12.72%
9526.983
Steel
SNX 		TD Synnex Corp
39,646
4575.150
-1.07%
0.600
-0.01%
0.050
+13.10%
+16.74%
10538.152
Hardware
PBF 		PBF Energy Inc
98,689
4541.670
-1.80%
0.600
-0.01%
0.080
-13.65%
-28.62%
3550.407
Oil & Gas

WisdomTree U.S. MidCap Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. MidCap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AIRC Apartment Income REIT Corp2024-06-30Sold Out
-0.43%
●
31.35 ($38.07) 39.09
$39.08
2.65%
Sold Out
0
-110,110
AEL American Equity Investment Life Holding Co2024-06-30Sold Out
-0.21%
●
55.1 ($55.91) 56.51
$56.47
1.00%
Sold Out
0
-31,296
MDC M.D.C. Holdings Inc2024-06-30Sold Out
-0.21%
●
62.87 ($62.93) 62.98
$62.98
0.08%
Sold Out
0
-27,801
SWAV Shockwave Medical Inc2024-06-30Sold Out
-0.20%
●
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-5,124
DON 		WisdomTree U.S. MidCap Dividend Fund2024-06-30Add
+0.11%
●
45.6 ($47.26) 48.78
$53.55
13.31%
Add 108.68%
36,243
18,875
X 		United States Steel Corp2024-06-30Reduce
-0.02%
●
35.21 ($38.16) 42.61
$42.31
10.88%
Reduce -2.97%
122,435
-3,744
TOL 		Toll Brothers Inc2024-06-30Reduce
-0.02%
●
112.21 ($121.04) 134.92
$151.34
25.03%
Reduce -1.93%
63,314
-1,247
DKS 		Dick's Sporting Goods Inc2024-06-30Reduce
-0.02%
●
183.74 ($208.35) 229.78
$195.12
-6.35%
Reduce -2.97%
27,201
-832
AN 		AutoNation Inc2024-06-30Reduce
-0.02%
●
152.33 ($163.18) 170.96
$168.99
3.56%
Reduce -2.96%
29,589
-904
TMHC 		Taylor Morrison Home Corp2024-06-30Reduce
-0.02%
●
53.8 ($57.15) 61.93
$70.66
23.64%
Reduce -2.97%
67,250
-2,055

WisdomTree U.S. MidCap Fund Total Holding History ($B)

To

WisdomTree U.S. MidCap Fund's Asset Allocation

To

WisdomTree U.S. MidCap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. MidCap Fund's Hypothetical Growth since 2024-06-30

WisdomTree U.S. MidCap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. MidCap Fund's Holdings Heat Map

Size field:

WisdomTree U.S. MidCap Fund's Holdings Bubble Chart

WisdomTree U.S. MidCap Fund News

  • 1

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