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

83

NYSE ARCA | ETF

Price
$121.60
Decreased by -0.60%
Dollar volume (20D)
263.59 K
ADR%
0.53
Financial Services - 18.00%Industrials - 16.93%Technology - 13.50%Healthcare - 10.65%Utilities - 9.86%Consumer Defensive - 9.23%Energy - 6.15%Basic Materials - 5.71%Communication Services - 4.88%Consumer Cyclicals - 3.61%Real Estate - 1.50%
Financial Services - 18.00%
Industrials - 16.93%
Technology - 13.50%
Healthcare - 10.65%
Utilities - 9.86%
Consumer Defensive - 9.23%
Energy - 6.15%
Basic Materials - 5.71%
Communication Services - 4.88%
Consumer Cyclicals - 3.61%
Real Estate - 1.50%

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
BAC Bank of America Corp Financial Services Banks - Diversified 3.54%
CMCSA Comcast Corp Communication Services Telecom Services 3.46%
TDY Teledyne Technologies Incorporated Technology Scientific & Technical Instruments 3.29%
USB U.S. Bancorp Financial Services Banks - Regional 3.20%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.19%
NI NiSource Inc Utilities Utilities - Regulated Gas 3.15%
MDT Medtronic PLC Healthcare Medical Devices 3.15%
HON Honeywell International Inc Industrials Conglomerates 2.89%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 2.88%
FTV Fortive Corp Technology Scientific & Technical Instruments 2.78%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.72%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 2.59%
CME CME Group Inc Financial Services Financial Data & Stock Exchanges 2.54%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 2.50%
CNP CenterPoint Energy Inc Utilities Utilities - Regulated Electric 2.48%
MO Altria Group Consumer Defensive Tobacco 2.41%
PPG PPG Industries Inc Basic Materials Specialty Chemicals 2.32%
BSX Boston Scientific Corp Healthcare Medical Devices 2.15%
CSX CSX Corporation Industrials Railroads 1.93%
PCG PG&E Corp Utilities Utilities - Regulated Electric 1.91%
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