EZM:ARCA-WisdomTree MidCap Earnings Fund

ETF | Others | NYSE Arca

Last Closing

USD 39.89

Change

-0.23 (-0.57)%

Market Cap

USD 0.74B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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.

Inception Date: 23/02/2007

Primary Benchmark: WisdomTree U.S. MidCap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.38%

Management Expense Ratio: 0.38 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-15 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

+0.08 (+0.40%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

+0.06 (+0.11%)

USD 32.43B
DTB DTB 0.00 %

-0.10 (-0.49%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

+0.01 (+0.03%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC) 0.00 %

-2.31 (-3.90%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

-0.17 (-0.19%)

USD 10.49B
DFUV Dimensional US Marketwide Valu.. 0.00 %

+0.01 (+0.03%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu.. 0.00 %

-0.03 (-0.06%)

USD 9.40B

ETFs Containing EZM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.33% 67% D+ 61% D-
Dividend Return 0.60% 21% F 14% F
Total Return 16.93% 65% D 57% F
Trailing 12 Months  
Capital Gain -2.87% 34% F 43% F
Dividend Return 1.29% 34% F 23% F
Total Return -1.58% 33% F 40% F
Trailing 5 Years  
Capital Gain 31.25% 75% C 73% C
Dividend Return 7.63% 37% F 27% F
Total Return 38.88% 73% C 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.77% 62% D 60% D-
Dividend Return 8.18% 54% F 58% F
Total Return 1.41% 58% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 10.97% 23% F 84% B
Risk Adjusted Return 74.58% 31% F 86% B+
Market Capitalization 0.74B 81% B- 56% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.