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

88

NYSE ARCA | ETF

Price
$131.07
Increased by +0.38%
Dollar volume (20D)
867.29 K
ADR%
0.73
Technology - 20.79%Financial Services - 17.95%Industrials - 15.57%Healthcare - 12.23%Utilities - 8.96%Consumer Defensive - 8.01%Basic Materials - 4.73%Communication Services - 4.00%Energy - 3.15%Consumer Cyclicals - 3.14%Real Estate - 1.48%
Technology - 20.79%
Financial Services - 17.95%
Industrials - 15.57%
Healthcare - 12.23%
Utilities - 8.96%
Consumer Defensive - 8.01%
Basic Materials - 4.73%
Communication Services - 4.00%
Energy - 3.15%
Consumer Cyclicals - 3.14%
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
MU Micron Technology Inc Technology Semiconductors 5.04%
BAC Bank of America Corp Financial Services Banks - Diversified 4.04%
USB U.S. Bancorp Financial Services Banks - Regional 3.40%
MO Altria Group Consumer Defensive Tobacco 3.30%
MDT Medtronic PLC Healthcare Medical Devices 3.16%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.09%
DHR Danaher Corporation Healthcare Diagnostics & Research 3.01%
TDY Teledyne Technologies Incorporated Technology Scientific & Technical Instruments 2.99%
NI NiSource Inc Utilities Utilities - Regulated Gas 2.98%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 2.83%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.82%
FTV Fortive Corp Technology Scientific & Technical Instruments 2.71%
HON Honeywell International Inc Industrials Conglomerates 2.67%
CME CME Group Inc Financial Services Financial Data & Stock Exchanges 2.54%
CIEN Ciena Corp Technology Communication Equipment 2.46%
CNP CenterPoint Energy Inc Utilities Utilities - Regulated Electric 2.42%
CMCSA Comcast Corp Communication Services Telecom Services 2.42%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 2.35%
RTX RTX Corporation Industrials Aerospace & Defense 2.34%
LHX L3Harris Technologies Inc Industrials Aerospace & Defense 2.13%
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