WisdomTree U.S. MidCap Fund

Frequently Asked Questions About EZM

What does EZM invest in?

Generally, the WisdomTree U.S. MidCap Fund dedicates a minimum of 95% of its total assets (excluding collateral from securities lending) to either the constituent securities of its underlying index or to investments that mirror their economic characteristics. Its underlying index employs a fundamental weighting strategy, focusing on profitable, mid-capitalization U.S. companies. Furthermore, this fund is classified as non-diversified.

What is the expense ratio of EZM?

WisdomTree U.S. MidCap Fund (EZM) charges an expense ratio of 0.38%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EZM?

WisdomTree U.S. MidCap Fund (EZM) manages $905.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is EZM actively managed or an index fund?

EZM's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was EZM launched?

WisdomTree U.S. MidCap Fund (EZM) launched in February 2007 and is managed by WisdomTree.

How has EZM performed?

EZM's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.