EZM vs. CLSE ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to Convergence Long/Short Equity ETF (CLSE)
EZM

WisdomTree MidCap Earnings Fund

EZM Description

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.

Grade (RS Rating)

Last Trade

$67.03

Average Daily Volume

20,402

Number of Holdings *

528

* may have additional holdings in another (foreign) market
CLSE

Convergence Long/Short Equity ETF

CLSE Description The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.

Grade (RS Rating)

Last Trade

$23.68

Average Daily Volume

66,024

Number of Holdings *

337

* may have additional holdings in another (foreign) market
Performance
Period EZM CLSE
30 Days 8.00% 4.69%
60 Days 8.22% 6.81%
90 Days 8.74% 9.38%
12 Months 31.19% 39.93%
94 Overlapping Holdings
Symbol Grade Weight in EZM Weight in CLSE Overlap
ABG B 0.37% -0.1% -0.1%
ABM B 0.13% 0.19% 0.13%
ACIW B 0.09% 1.3% 0.09%
AEIS B 0.1% 0.07% 0.07%
AGCO D 0.42% -0.18% -0.18%
AL B 0.27% -0.18% -0.18%
ALGM D 0.09% -0.45% -0.45%
ALIT C 0.13% -0.13% -0.13%
ALSN B 0.58% 0.66% 0.58%
AMG B 0.49% 0.58% 0.49%
AVA A 0.08% 0.47% 0.08%
AVAV D 0.05% -0.13% -0.13%
AVT C 0.35% 0.66% 0.35%
BC C 0.28% -0.08% -0.08%
BHF B 0.3% -0.16% -0.16%
BILL A 0.11% -0.26% -0.26%
BOX B 0.11% 0.17% 0.11%
BRKR D 0.13% -0.18% -0.18%
BRZE C 0.02% -0.56% -0.56%
CACC D 0.13% -0.36% -0.36%
CACI D 0.27% 0.48% 0.27%
CCOI B 0.34% -0.33% -0.33%
CEIX A 0.32% 0.7% 0.32%
CHDN B 0.19% -0.18% -0.18%
CMA A 0.69% 0.71% 0.69%
CNX A 0.47% 0.74% 0.47%
COHR B 0.31% -0.36% -0.36%
COOP B 0.28% -0.07% -0.07%
CTRE D 0.04% 0.42% 0.04%
CVLT B 0.12% 1.4% 0.12%
DOCU A 0.39% 1.37% 0.39%
DUOL A 0.12% 0.45% 0.12%
DV C 0.03% -0.45% -0.45%
DVA B 0.46% 0.78% 0.46%
EEFT B 0.17% 0.22% 0.17%
ELF C 0.07% -0.24% -0.24%
ENOV C 0.06% -0.18% -0.18%
EXP A 0.35% 0.48% 0.35%
FIVN C 0.03% -0.16% -0.16%
FLR B 0.22% 0.21% 0.21%
FOUR B 0.1% -0.27% -0.27%
FTDR A 0.12% 0.58% 0.12%
GATX A 0.14% -0.2% -0.2%
GNTX C 0.16% -0.09% -0.09%
GTLB B 0.06% -0.32% -0.32%
GTLS B 0.13% -0.15% -0.15%
HALO F 0.16% 0.9% 0.16%
HGV B 0.2% -0.06% -0.06%
HQY B 0.1% 0.07% 0.07%
HUN F 0.04% -0.07% -0.07%
IDCC A 0.16% 1.51% 0.16%
IONS F 0.05% -0.24% -0.24%
JLL D 0.25% 0.2% 0.2%
JOE F 0.04% -0.08% -0.08%
JXN C 0.73% 0.39% 0.39%
KNSL B 0.14% -0.2% -0.2%
LAMR D 0.21% 0.31% 0.21%
LGIH D 0.07% -0.16% -0.16%
LNTH D 0.18% 0.0% 0.0%
LPX B 0.17% 0.43% 0.17%
LSCC D 0.1% -0.7% -0.7%
MASI A 0.13% -0.17% -0.17%
MATX C 0.23% 0.22% 0.22%
MKTX D 0.1% -0.29% -0.29%
MLI C 0.55% 0.84% 0.55%
MTN C 0.09% -0.22% -0.22%
MUSA A 0.33% 0.2% 0.2%
NARI C 0.05% -0.16% -0.16%
NOG A 0.26% -0.21% -0.21%
OSK B 0.27% -0.16% -0.16%
PCH D 0.03% -0.12% -0.12%
PNW B 0.25% 0.48% 0.25%
PPC C 0.14% 0.85% 0.14%
PTEN C 0.1% -0.27% -0.27%
PYCR C 0.03% -0.14% -0.14%
R B 0.42% 0.38% 0.38%
RGLD C 0.12% 0.32% 0.12%
RH B 0.18% -0.47% -0.47%
RYN D 0.05% -0.07% -0.07%
SEIC B 0.25% 0.95% 0.25%
SITE D 0.09% -0.16% -0.16%
SR A 0.1% 0.38% 0.1%
SUM B 0.11% -0.22% -0.22%
TEX D 0.21% -0.17% -0.17%
THC D 0.62% 0.78% 0.62%
TOL B 1.15% 0.22% 0.22%
TREX C 0.09% -0.17% -0.17%
UHS D 0.47% 0.7% 0.47%
UI A 0.53% 0.49% 0.49%
UMBF B 0.24% 0.66% 0.24%
VVV F 0.1% -0.33% -0.33%
WAL B 0.59% -0.19% -0.19%
ZI D 0.12% -0.36% -0.36%
ZION B 0.52% 0.71% 0.52%
EZM Overweight 434 Positions Relative to CLSE
Symbol Grade Weight
UNM A 1.03%
EWBC A 0.81%
AAL B 0.81%
TPR B 0.72%
DKS C 0.65%
LAD A 0.61%
AN C 0.58%
WBS A 0.56%
TMHC B 0.56%
IBKR A 0.54%
SNX C 0.54%
ALLY C 0.54%
X C 0.53%
CMC B 0.49%
LNC B 0.49%
SNV B 0.47%
ARW D 0.46%
COKE C 0.46%
WCC B 0.46%
AFG A 0.44%
GPK C 0.44%
ALK C 0.43%
MTH D 0.42%
ORI A 0.42%
MTG C 0.42%
BWA D 0.42%
JNPR F 0.41%
SF B 0.41%
GPI A 0.4%
KBH D 0.4%
RL B 0.4%
VOYA B 0.39%
SFM A 0.39%
MSTR C 0.39%
BERY B 0.39%
AIZ A 0.39%
CFR B 0.38%
RRX B 0.37%
WTFC A 0.37%
DDS B 0.37%
BOKF B 0.37%
MTDR B 0.36%
PBF D 0.36%
OGN D 0.36%
AYI B 0.35%
SM B 0.35%
INGR B 0.35%
RDN C 0.35%
OMF A 0.35%
HRB D 0.34%
ONB B 0.34%
PNFP B 0.34%
BYD C 0.34%
ACT D 0.33%
HOG D 0.33%
RRC B 0.33%
PRI A 0.32%
FNB A 0.32%
M D 0.32%
BTU B 0.32%
CAR C 0.32%
CROX D 0.31%
SCI B 0.3%
BJ A 0.3%
MHO D 0.3%
HSIC B 0.29%
SSB B 0.29%
OZK B 0.29%
UGI A 0.28%
CBSH A 0.28%
HRI B 0.28%
FIX A 0.28%
DBX B 0.27%
BCC B 0.27%
CIVI D 0.27%
BBWI D 0.27%
ARCH B 0.27%
CHRD D 0.27%
H B 0.27%
DXC B 0.27%
JEF A 0.27%
EVR B 0.26%
VLY B 0.26%
ARMK B 0.26%
HWC B 0.26%
DTM B 0.26%
TGNA B 0.25%
PVH C 0.25%
COLB A 0.25%
AR B 0.25%
NFG A 0.25%
AIT A 0.25%
CW B 0.25%
ITT A 0.25%
UFPI B 0.25%
AMR C 0.25%
CNM D 0.25%
MGY A 0.25%
WEX D 0.25%
EHC B 0.24%
LBRT D 0.24%
CRK B 0.24%
RUSHA C 0.24%
IBOC A 0.24%
CIEN B 0.24%
PB A 0.24%
OLN D 0.24%
WU D 0.24%
TPH D 0.24%
MUR D 0.24%
SANM B 0.24%
TNL A 0.24%
AOS F 0.23%
BDC B 0.23%
FBIN D 0.23%
SKX D 0.23%
GMS B 0.23%
ELAN D 0.23%
TPX B 0.23%
SEE C 0.23%
MIDD C 0.23%
BECN B 0.23%
CLH B 0.23%
SLGN A 0.22%
TKR D 0.22%
VNT B 0.22%
OGE B 0.22%
TXRH C 0.22%
ATKR C 0.22%
VMI B 0.22%
HOMB A 0.22%
TCBI B 0.22%
ADTN A 0.22%
HCC B 0.22%
CADE B 0.21%
SIRI C 0.21%
LEA D 0.21%
MTCH D 0.21%
DNB B 0.21%
ASB B 0.21%
SON D 0.21%
NXST C 0.21%
ATI D 0.2%
MKSI C 0.2%
CATY B 0.2%
APG B 0.2%
ASO F 0.2%
VAC B 0.2%
DCI B 0.2%
TTC D 0.2%
PII D 0.2%
HP B 0.19%
POST C 0.19%
CBT C 0.19%
UBSI B 0.19%
CUBE D 0.19%
OWL A 0.19%
BRX A 0.19%
GMED A 0.19%
BWXT B 0.19%
CRC B 0.19%
HLI B 0.19%
SLM A 0.19%
KBR F 0.19%
WH B 0.18%
SAIC F 0.18%
KNF A 0.18%
PCTY B 0.18%
FLS B 0.18%
ESAB B 0.18%
CRUS D 0.18%
ESI A 0.18%
RHI B 0.18%
GNW A 0.18%
HII D 0.18%
DOCS C 0.17%
CVI F 0.17%
ABCB B 0.17%
PSN D 0.17%
NNN D 0.17%
ATR B 0.17%
MAT D 0.17%
CNO A 0.17%
CHH A 0.17%
AWI A 0.17%
THO B 0.17%
AM A 0.17%
WMG C 0.17%
ANF C 0.17%
NEU C 0.17%
CHX C 0.16%
GEF A 0.16%
GWRE A 0.16%
SKY A 0.16%
AMKR D 0.16%
SEM B 0.16%
IBP D 0.16%
EXLS B 0.16%
SSD D 0.16%
FG B 0.16%
MOD A 0.16%
AAON B 0.16%
TTEK F 0.16%
DY D 0.16%
KTB B 0.16%
TNET D 0.15%
GBCI B 0.15%
ENSG D 0.15%
KEX C 0.15%
SFBS B 0.15%
PR B 0.15%
FBP B 0.15%
BKH A 0.14%
FRT B 0.14%
SEB F 0.14%
FIBK A 0.14%
LSTR D 0.14%
HLNE B 0.14%
WWD B 0.14%
MOG.A B 0.14%
IDA A 0.14%
GXO B 0.14%
UAA C 0.14%
BCO D 0.14%
KFY B 0.14%
RYAN B 0.14%
NOV C 0.14%
LFUS F 0.14%
COLM B 0.14%
WHD B 0.14%
OTTR C 0.13%
NJR A 0.13%
ASGN F 0.13%
CRS A 0.13%
WSC D 0.13%
CHE D 0.13%
PBH A 0.13%
AVNT B 0.13%
UCB A 0.13%
MTSI B 0.13%
URBN C 0.13%
MEDP D 0.13%
MSM C 0.13%
ENS D 0.13%
NSIT F 0.13%
VSH D 0.12%
MMSI B 0.12%
FLO D 0.12%
EXEL B 0.12%
GOLF B 0.12%
MAN D 0.12%
NVST B 0.12%
REYN D 0.12%
FFIN B 0.12%
NYT C 0.12%
WTS B 0.12%
FR C 0.12%
RBC A 0.12%
OGS A 0.12%
SIGI C 0.12%
CSWI A 0.11%
ONTO D 0.11%
EPRT B 0.11%
TKO B 0.11%
PLXS B 0.11%
CR A 0.11%
HTZ C 0.11%
BRBR A 0.11%
RLI B 0.11%
RHP B 0.11%
PNM F 0.11%
MSA D 0.11%
ZD C 0.11%
PIPR B 0.11%
LRN A 0.11%
ALE A 0.11%
FYBR D 0.11%
BANF B 0.11%
PLNT A 0.11%
PFSI D 0.11%
CC C 0.11%
ITRI B 0.1%
CNXC F 0.1%
ADC B 0.1%
PEGA A 0.1%
XRAY F 0.1%
EDR A 0.1%
PCOR B 0.1%
MDU D 0.1%
FELE B 0.1%
ITGR B 0.1%
INFA D 0.1%
SHC F 0.1%
KRC C 0.1%
POR C 0.1%
CXT B 0.1%
AEO F 0.1%
FAF A 0.1%
LOPE B 0.1%
WOR F 0.1%
RRR D 0.1%
FUL F 0.09%
VRRM D 0.09%
EGP F 0.09%
WEN D 0.09%
HAE C 0.09%
ETSY D 0.09%
CNS B 0.09%
HI C 0.09%
BNL D 0.09%
OLED D 0.09%
LNW D 0.09%
CLF F 0.09%
KOS F 0.09%
SHOO D 0.09%
ZWS B 0.09%
WING D 0.09%
CORT B 0.09%
FCN D 0.09%
DIOD D 0.09%
ASH D 0.09%
PEN B 0.09%
KAI A 0.08%
VNO B 0.08%
TRNO F 0.08%
GAP C 0.08%
OLLI D 0.08%
NPO A 0.08%
BLKB B 0.08%
OPCH D 0.08%
ACA A 0.08%
BFAM D 0.08%
STAG F 0.08%
ARCB C 0.08%
BCPC B 0.08%
FSS B 0.08%
MP B 0.08%
NWE B 0.08%
QLYS C 0.07%
BMI B 0.07%
IPAR B 0.07%
SYNA C 0.07%
RCM F 0.07%
YETI C 0.07%
FIZZ C 0.07%
CBZ B 0.07%
IOSP B 0.07%
NSA D 0.07%
JBT B 0.07%
SMAR A 0.07%
WD D 0.07%
MMS F 0.07%
DLB B 0.07%
LANC C 0.07%
AZEK A 0.07%
DOCN D 0.07%
MGEE C 0.07%
AWR B 0.06%
AMPH D 0.06%
LTH C 0.06%
EXPO D 0.06%
TDOC C 0.06%
VC D 0.06%
CWEN C 0.06%
CUZ B 0.06%
ACLS F 0.06%
SKT B 0.06%
UNF B 0.06%
HXL D 0.06%
APPF B 0.06%
ORA B 0.06%
CWST A 0.06%
IART C 0.06%
ESE B 0.06%
EPR D 0.06%
AMED F 0.06%
ALTR B 0.06%
RMBS C 0.06%
SPSC C 0.06%
NSP D 0.06%
SMPL B 0.06%
CRVL A 0.06%
ACHC F 0.06%
FOXF F 0.05%
PECO A 0.05%
KLIC B 0.05%
ALRM C 0.05%
TENB C 0.05%
KRYS B 0.05%
AIN C 0.05%
NCNO B 0.05%
BL B 0.05%
ICFI F 0.05%
TDC D 0.05%
KWR C 0.05%
MC C 0.05%
AMN F 0.05%
SLAB D 0.05%
VRNS D 0.05%
YELP C 0.04%
IPGP D 0.04%
HL D 0.04%
SAM C 0.04%
POWI D 0.04%
NFE D 0.04%
GSAT C 0.04%
JJSF B 0.04%
INTA A 0.04%
TFSL A 0.04%
WDFC B 0.04%
LEG F 0.04%
MSGS A 0.04%
WK B 0.04%
SMG D 0.04%
RPD C 0.03%
CABO C 0.03%
CNMD C 0.03%
LXP D 0.03%
FTRE D 0.03%
CWT D 0.03%
GO C 0.03%
LCII C 0.03%
FRSH C 0.03%
SGRY F 0.03%
FORM D 0.03%
TDW F 0.03%
CALX D 0.03%
ACAD D 0.03%
SPT C 0.02%
EVH F 0.02%
AZTA D 0.02%
DBRG F 0.02%
COUR F 0.01%
PGNY F 0.01%
EZM Underweight 243 Positions Relative to CLSE
Symbol Grade Weight
NVDA C -4.61%
GOOGL C -3.47%
META D -3.3%
AMZN C -2.53%
AVGO D -2.28%
APP B -2.25%
MU D -2.13%
HPE B -1.92%
CVNA B -1.85%
ANET C -1.83%
WMT A -1.82%
QCOM F -1.73%
GDDY A -1.42%
PYPL B -1.33%
ORCL B -1.33%
TSLA B -1.22%
JHG A -1.21%
NTNX A -1.16%
HD A -1.13%
SYF B -1.11%
BMY B -1.11%
NTRS A -1.08%
GILD C -1.07%
SNEX B -1.06%
PLTR B -1.02%
NTAP C -1.0%
LNG B -0.97%
AMRX C -0.9%
BFH B -0.88%
GM B -0.87%
COR B -0.86%
CAH B -0.86%
GVA A -0.84%
CARG C -0.83%
AAPL C -0.83%
JNJ D -0.83%
BAC A -0.81%
PRIM A -0.8%
MO A -0.79%
NFLX A -0.79%
FITB A -0.78%
IESC B -0.77%
CPNG D -0.77%
EME C -0.75%
WFC A -0.75%
FTI A -0.74%
UTHR C -0.73%
PNC B -0.72%
ABBV D -0.72%
RF A -0.72%
STRL B -0.71%
NRG B -0.71%
TMUS B -0.7%
GEN B -0.68%
VRT B -0.68%
APH A -0.67%
MTZ B -0.66%
MWA B -0.65%
BLK C -0.65%
JPM A -0.64%
CHRW C -0.61%
EXPE B -0.61%
TSN B -0.6%
FFIV B -0.6%
LDOS C -0.55%
VST B -0.55%
RGA A -0.55%
GLW B -0.52%
MET A -0.52%
SLVM B -0.5%
GOOG C -0.49%
UNP C -0.47%
PGR A -0.46%
PG A -0.45%
ALL A -0.45%
BKNG A -0.44%
SCCO F -0.41%
RMD C -0.4%
SPG B -0.37%
CNA B -0.37%
CF B -0.37%
GRMN B -0.37%
OUT A -0.36%
EQR B -0.35%
CCL B -0.35%
CDP C -0.34%
CNC D -0.31%
PTON B -0.31%
J F -0.31%
MPWR F -0.3%
CVS D -0.29%
VLO C -0.29%
T A -0.29%
MDT D -0.29%
IIPR D -0.28%
APA D -0.25%
NVR D -0.24%
VRTX F -0.23%
NEM D -0.22%
BAH F -0.18%
KR B -0.17%
NTRA B -0.17%
JAZZ B -0.16%
FOXA B -0.14%
EXPD D -0.14%
FN D -0.13%
PRU A -0.13%
VCTR B -0.12%
VCYT B -0.12%
CINF A -0.12%
CDE D -0.11%
ILMN D -0.1%
INCY C -0.07%
QQQ B -0.0%
LRCX F -0.0%
PENN C --0.05%
KNX B --0.06%
EXAS D --0.07%
CCS D --0.07%
AES F --0.08%
FLYW C --0.08%
JBLU F --0.09%
NSC B --0.1%
MCW B --0.1%
ATO A --0.1%
ACVA B --0.11%
ENPH F --0.11%
CGON F --0.11%
EL F --0.12%
RBA A --0.12%
FL F --0.12%
DLR B --0.13%
EXR D --0.13%
STLD B --0.13%
VMC B --0.13%
MLM B --0.13%
BPOP B --0.14%
DAY B --0.14%
REXR F --0.14%
ARWR F --0.14%
MKL A --0.14%
AA B --0.14%
EQIX A --0.14%
CZR F --0.15%
COLD D --0.15%
APD A --0.15%
CRL C --0.15%
RNR C --0.15%
DRVN B --0.15%
XPO B --0.16%
DAR C --0.16%
ALB C --0.16%
UHAL D --0.16%
AGO B --0.16%
EW C --0.16%
SW A --0.17%
MDGL B --0.17%
LKQ D --0.17%
AJG B --0.17%
KRG B --0.17%
UEC B --0.18%
EBC B --0.18%
COTY F --0.18%
CNH C --0.18%
C A --0.19%
AIR B --0.19%
SRE A --0.2%
BIRK D --0.2%
BE B --0.21%
AESI B --0.21%
WTM A --0.21%
PRCT B --0.22%
BANC A --0.22%
SAIA B --0.22%
EQT B --0.23%
PSA D --0.23%
XYL D --0.23%
WTRG B --0.24%
GPOR B --0.24%
CELH F --0.24%
HSY F --0.24%
DELL C --0.25%
LW C --0.25%
KEY B --0.25%
NEOG F --0.26%
AUR C --0.26%
AWK D --0.26%
VAL D --0.27%
STNE F --0.27%
TEAM A --0.27%
MSCI C --0.27%
MNST C --0.28%
SOFI A --0.28%
ESTC C --0.29%
MDB C --0.29%
XP F --0.29%
CYTK F --0.3%
LYV A --0.3%
NDAQ A --0.3%
APLS D --0.3%
APTV D --0.32%
LPLA A --0.34%
ZBRA B --0.34%
ABNB C --0.34%
INSP D --0.34%
FCNCA A --0.35%
APO B --0.35%
AFRM B --0.35%
BBIO F --0.36%
BEN C --0.36%
ON D --0.39%
DG F --0.4%
SATS D --0.4%
BA F --0.4%
RBLX C --0.41%
DLTR F --0.41%
PINS D --0.41%
U C --0.41%
RIVN F --0.42%
TTWO A --0.43%
WBD C --0.43%
SNPS B --0.44%
CGNX C --0.45%
GE D --0.46%
CDNS B --0.46%
MRNA F --0.47%
SMCI F --0.47%
CFLT B --0.47%
CHTR C --0.48%
CSCO B --0.52%
FND C --0.53%
FIVE F --0.56%
NWS B --0.57%
WST C --0.59%
LITE B --0.6%
POOL C --0.61%
MCHP D --0.63%
DXCM D --0.63%
WDC D --0.65%
ROP B --0.7%
TXN C --0.81%
INTC D --0.93%
FSLR F --1.26%
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