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

85

NYSE ARCA | ETF

Price
$115.48
Decreased by -0.12%
Dollar volume (20D)
255.91 K
ADR%
0.60
Financial Services - 22.94%Technology - 15.78%Industrials - 15.58%Healthcare - 12.10%Utilities - 8.15%Consumer Defensive - 6.73%Energy - 5.19%Consumer Cyclicals - 4.91%Communication Services - 3.55%Basic Materials - 2.72%Real Estate - 2.34%
Financial Services - 22.94%
Technology - 15.78%
Industrials - 15.58%
Healthcare - 12.10%
Utilities - 8.15%
Consumer Defensive - 6.73%
Energy - 5.19%
Consumer Cyclicals - 4.91%
Communication Services - 3.55%
Basic Materials - 2.72%
Real Estate - 2.34%

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
USB U.S. Bancorp Financial Services Banks - Regional 3.44%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 3.33%
MDT Medtronic PLC Healthcare Medical Devices 3.28%
TDY Teledyne Technologies Incorporated Technology Scientific & Technical Instruments 3.17%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 3.12%
BAC Bank of America Corp Financial Services Banks - Diversified 2.95%
NI NiSource Inc Utilities Utilities - Regulated Gas 2.89%
BSX Boston Scientific Corp Healthcare Medical Devices 2.87%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.85%
FTV Fortive Corp Technology Scientific & Technical Instruments 2.75%
CME CME Group Inc Financial Services Financial Data & Stock Exchanges 2.54%
CMCSA Comcast Corp Communication Services Telecom Services 2.50%
ROP Roper Technologies, Inc. Technology Software - Application 2.31%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 2.30%
CNP CenterPoint Energy Inc Utilities Utilities - Regulated Electric 2.14%
HPE Hewlett Packard Enterprise Co Technology Communication Equipment 2.12%
HON Honeywell International Inc Industrials Conglomerates 2.01%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 1.84%
CSX CSX Corporation Industrials Railroads 1.82%
DHR Danaher Corporation Healthcare Diagnostics & Research 1.77%
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