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

11

NYSE ARCA | ETF

Price
$115.65
Decreased by -1.71%
Dollar volume (20D)
303.25 K
ADR%
0.62
Financial Services - 17.56%Technology - 17.55%Industrials - 16.30%Utilities - 9.72%Healthcare - 9.70%Consumer Defensive - 9.13%Basic Materials - 5.50%Communication Services - 5.02%Consumer Cyclicals - 4.37%Energy - 3.67%Real Estate - 1.48%
Financial Services - 17.56%
Technology - 17.55%
Industrials - 16.30%
Utilities - 9.72%
Healthcare - 9.70%
Consumer Defensive - 9.13%
Basic Materials - 5.50%
Communication Services - 5.02%
Consumer Cyclicals - 4.37%
Energy - 3.67%
Real Estate - 1.48%

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
CMCSA Comcast Corp Communication Services Telecom Services 3.44%
MU Micron Technology Inc Technology Semiconductors 3.36%
BAC Bank of America Corp Financial Services Banks - Diversified 3.31%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.18%
NI NiSource Inc Utilities Utilities - Regulated Gas 3.12%
TDY Teledyne Technologies Incorporated Technology Scientific & Technical Instruments 3.05%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 2.98%
MDT Medtronic PLC Healthcare Medical Devices 2.94%
USB U.S. Bancorp Financial Services Banks - Regional 2.91%
HON Honeywell International Inc Industrials Conglomerates 2.84%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.82%
FTV Fortive Corp Technology Scientific & Technical Instruments 2.76%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 2.75%
CNP CenterPoint Energy Inc Utilities Utilities - Regulated Electric 2.54%
CME CME Group Inc Financial Services Financial Data & Stock Exchanges 2.54%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 2.47%
MO Altria Group Consumer Defensive Tobacco 2.43%
BSX Boston Scientific Corp Healthcare Medical Devices 2.07%
PPG PPG Industries Inc Basic Materials Specialty Chemicals 2.01%
AM Antero Midstream Partners LP Energy Oil & Gas Midstream 1.96%
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