AIVL WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund

90

NYSE ARCA | ETF

Price
$105.02
Decreased by -0.62%
Dollar volume (20D)
298.20 K
ADR%
0.67
Financial Services - 17.70%Healthcare - 15.99%Industrials - 14.98%Technology - 9.61%Energy - 9.37%Utilities - 8.02%Consumer Defensive - 7.70%Basic Materials - 6.39%Consumer Cyclicals - 4.37%Communication Services - 3.58%Real Estate - 2.29%
Financial Services - 17.70%
Healthcare - 15.99%
Industrials - 14.98%
Technology - 9.61%
Energy - 9.37%
Utilities - 8.02%
Consumer Defensive - 7.70%
Basic Materials - 6.39%
Consumer Cyclicals - 4.37%
Communication Services - 3.58%
Real Estate - 2.29%

The fund is actively managed and seeks to invest primarily in equity securities selected from a universe ofU. S. equities that exhibit value characteristics based on the selection results of a proprietary, quantitative AI model developed by Sub-Adviser.

It will normally invest at least 80% of its net assets in securities of companies that are organized in theU. S., maintain a principal place of business in theU. S., or are traded principally on aU. S. exchange.

The fund is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 3.41%
MDT Medtronic PLC Healthcare Medical Devices 3.29%
OTIS Otis Worldwide Corp Industrials Specialty Industrial Machinery 3.15%
ABT Abbott Laboratories Healthcare Medical Devices 3.10%
CMCSA Comcast Corp Communication Services Telecom Services 3.05%
FTV Fortive Corp Technology Scientific & Technical Instruments 3.04%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.99%
C Citigroup Inc Financial Services Banks - Diversified 2.92%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 2.83%
PPL PPL Corporation Utilities Utilities - Regulated Electric 2.68%
DOW Dow Inc Basic Materials Chemicals 2.61%
KDP Keurig Dr Pepper Inc Consumer Defensive Beverages - Non-Alcoholic 2.60%
NI NiSource Inc Utilities Utilities - Regulated Gas 2.45%
BAC Bank of America Corp Financial Services Banks - Diversified 2.27%
WMB Williams Companies Inc Energy Oil & Gas Midstream 2.22%
MMM 3M Company Industrials Conglomerates 1.94%
TXT Textron Inc Industrials Aerospace & Defense 1.88%
AMCR Amcor PLC Consumer Cyclical Packaging & Containers 1.88%
KMI Kinder Morgan Inc Energy Oil & Gas Midstream 1.84%
MO Altria Group Consumer Defensive Tobacco 1.68%
Open dropdown content
Open dropdown content
DAILY
WEEKLY
MONTHLY