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

91

NYSE ARCA | ETF

Price
$125.23
Increased by +0.45%
Dollar volume (20D)
230.47 K
ADR%
0.42
Technology - 19.78%Financial Services - 17.54%Industrials - 15.48%Healthcare - 12.89%Utilities - 9.14%Consumer Defensive - 9.09%Basic Materials - 5.40%Communication Services - 4.14%Consumer Cyclicals - 3.22%Energy - 2.46%Real Estate - 0.87%
Technology - 19.78%
Financial Services - 17.54%
Industrials - 15.48%
Healthcare - 12.89%
Utilities - 9.14%
Consumer Defensive - 9.09%
Basic Materials - 5.40%
Communication Services - 4.14%
Consumer Cyclicals - 3.22%
Energy - 2.46%
Real Estate - 0.87%

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 4.51%
BAC Bank of America Corp Financial Services Banks - Diversified 3.79%
MO Altria Group Consumer Defensive Tobacco 3.33%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.17%
MDT Medtronic PLC Healthcare Medical Devices 3.16%
CIEN Ciena Corp Technology Communication Equipment 3.12%
NDAQ Nasdaq Inc Financial Services Financial Data & Stock Exchanges 3.11%
USB U.S. Bancorp Financial Services Banks - Regional 3.06%
NI NiSource Inc Utilities Utilities - Regulated Gas 2.97%
DHR Danaher Corporation Healthcare Diagnostics & Research 2.91%
TDY Teledyne Technologies Incorporated Technology Scientific & Technical Instruments 2.89%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.82%
HON Honeywell International Inc Industrials Conglomerates 2.75%
FTV Fortive Corp Technology Scientific & Technical Instruments 2.73%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 2.71%
CMCSA Comcast Corp Communication Services Telecom Services 2.61%
CME CME Group Inc Financial Services Financial Data & Stock Exchanges 2.54%
CNP CenterPoint Energy Inc Utilities Utilities - Regulated Electric 2.34%
LHX L3Harris Technologies Inc Industrials Aerospace & Defense 2.16%
CSX CSX Corporation Industrials Railroads 2.02%
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