AIVL Stock Price, Chart, Stats & News

WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
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Mid-Cap Value
Category
1.42%
Dividend yield
$1.84
0.38%
Expense ratio
408.05M
Assets
17.11%
1Y return
AIVL chart
1M
3M
1Y
5Y
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AIVL returns
| YTD | 12.02% |
| 1Y | 17.11% |
| 3Y | 14.46% |
| 5Y | 7.29% |
| 10Y | 8.41% |
| 1Y volatility | 10.69% |
| 3Y volatility | 13.17% |
| Sharpe ratio | 0.80 |
About
This fund operates under active management, primarily allocating capital to U. S. equities. These investments are specifically selected for their value attributes, identified by utilizing a proprietary, quantitative artificial intelligence (AI) model crafted by its Sub-Adviser.
Top 10 AIVL holdings
| Holding | Ownership |
|---|---|
Technology 4.92% | |
Financial Services 3.66% | |
Technology 3.35% | |
Consumer Defensive 3.20% | |
Consumer Defensive 3.14% | |
Health care 3.04% | |
Financial Services 3.02% | |
Financial Services 3.02% | |
Technology 2.99% | |
Utilities 2.91% |
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