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Key Stats

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Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.38% -0.04% 684.04M 52399.53
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (All)
1.47% 41.00% -381.44M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap 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.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. MidCap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Thomas Durante 13.01 yrs
Marlene Walker-Smith 0.34 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 87
-381.44M
-4.278B Category Low
2.300B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of February 28, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
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Category Rtn. (NAV)
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--
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% Rank in Cat (NAV)
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As of March 05, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
8.38%
-4.77%
19.80%
17.37%
-12.34%
24.49%
5.48%
13.60%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
0.61%
--
--
29.75%
10.17%
-3.26%
18.79%
7.51%
8.17%
12.12%
-6.97%
26.31%
12.21%
-12.11%
25.89%
3.70%
14.32%
5.51%
-8.11%
18.68%
17.66%
-11.23%
26.97%
16.03%
9.73%
15.63%
-1.55%
11.99%
19.69%
-11.51%
31.50%
13.34%
4.23%
As of March 05, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (3-5-21) 1.47%
30-Day SEC Yield (4-29-16) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 16.60
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of March 04, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of March 04, 2021

Asset Allocation

As of March 04, 2021.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Diamondback Energy Inc 0.87% 85.27 4.93%
Hanesbrands Inc 0.82% 19.21 4.12%
Nexstar Media Group Inc Class A 0.77% 150.41 4.08%
Unum Group 0.75% 28.79 5.46%
Berry Global Group Inc 0.75% 58.79 1.66%
Signature Bank 0.75% 222.62 2.75%
East West Bancorp Inc 0.74% 75.06 3.02%
LPL Financial Holdings Inc 0.71% 134.00 1.82%
SLM Corp 0.71% 16.12 0.81%
UGI Corp 0.71% 40.66 3.99%

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap 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.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. MidCap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Thomas Durante 13.01 yrs
Marlene Walker-Smith 0.34 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (3-5-21) 1.47%
30-Day SEC Yield (4-29-16) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 16.60
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of March 04, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of March 04, 2021

Fund Details

Key Dates
Inception Date 2/23/2007
Last Annual Report Date 3/31/2020
Last Prospectus Date 8/1/2020
Attributes
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No