EZM — WisdomTree U.S. MidCap Fund

US equity
76.67 +0.59% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 63.10 · high 77.83

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.59%
1 week-1.24%
1 month+1.93%
3 months+6.49%
6 months+7.01%
Year to date+13.84%
1 year+18.99%
3 years+44.85%
5 years+42.91%

Technicals

RSI 1450.4
vs 50-day avg+1.23%
vs 200-day avg+8.14%
Volatility 1y14.4%
Max drawdown 1y-8.87%
Avg volume 30d16.5K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)1.19%
Paid last 12m0.9145
Payments in 12m4
Paying since2016-03-21

Largest institutional holders

managervalueshares
DAVENPORT & Co LLC48.6M722.9K
UBS Group AG39.0M580.0K
BANK OF AMERICA CORP /DE/33.3M494.6K
MORGAN STANLEY30.9M459.9K
TRUIST FINANCIAL CORP29.5M438.9K
LPL Financial LLC28.8M429.1K
Baird Financial Group, Inc.21.7M322.8K
Freedom Investment Management, Inc.19.8M294.0K
CPC Advisors, LLC17.6M262.3K
IEQ CAPITAL, LLC13.7M203.6K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d43.6% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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