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EZY:NYSE Arca

WisdomTree LargeCap Value Fund – EZY ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
62.54-0.81 (-1.28%)51.20 - 63.75178.0 (Below Avg)

Market data as of 11:15AM 09/22/14. Quotes are delayed by at least 15 min.

Overview - EZY

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Value Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the 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 large-cap value companies. The fund is non-diversified.

Open62.54
Previous Close63.35
Day's Range62.54 - 62.54
Avg Volume (10 Day)1.3K
Total Assets$28.30M
Expense Ratio0.38%
Yield (Trailing 12 Mo.)1.05%
Fund Inception02/23/2007

Trailing Total Returns - EZY

as of 08/31/2014
TimeframeEZYS&P 500Large Value
1 Month4.14%4.00%3.70%
3 Month4.56%4.68%3.91%
Year-to-Date9.43%9.89%9.64%
1 Year25.56%25.25%22.79%
3 Year19.45%20.61%19.70%
5 Year15.97%16.88%16.59%
10 Year--8.38%7.66%
Since Inception4.99%10.69%--

Stock Sector Allocation - EZY

as of 08/31/2014
Basic Materials
 
5.65%
Consumer Cyclical
 
12.83%
Financial Services
 
24.68%
Real Estate
 
0.05%
Consumer Defensive
 
6.32%
Healthcare
 
11.80%
Utilities
 
1.29%
Communication Services
 
1.03%
Energy
 
10.24%
Industrials
 
15.06%
Technology
 
11.05%

Top Ten Holdings - EZY

as of 08/31/2014
CompanyYTD Return% of Assets
JPM4.02%4.21%
COP16.53%3.16%
WFC15.79%3.08%
F16.49%3.02%
BRK.B16.36%3.02%
HPQ37.08%2.83%
UNH15.60%2.35%
BAC4.62%2.22%
C-0.23%2.12%
BA-6.46%1.95%

Valuation & Growth - EZY

as of 08/31/2014
ValuationEZYCategory Range
Price/Earnings15.42
Price/Book1.79
Price/Sales0.84
Price/Cash Flow8.70
Dividend Yield1.8
LT Earnings10.33
Historical Earnings12.04
Sales Growth1.55
Cash-Flow Growth9.89
Book-Value Growth8.03
Key:  Lo 
 Hi

Morningstar Summary - EZY, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnAvg
Key:  Lo 
 Hi

Risk Analysis - EZY, 3 Year

Beta1.03
Standard Deviation12.28
Alpha-1.46
Sharpe Ratio1.51
Mean20.27
R-Squared94.33

Tax Analysis - EZY, 3 Year Avg

Pretax Return19.45%
Tax-adjusted Return18.68%
Tax Cost Ratio0.65%
Potential Cap Gains-4.83%

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