AIVL
WisdomTree U.S. AI Enhanced Value Fund
1W: +0.5%
1M: +6.1%
3M: +2.3%
YTD: +17.9%
1Y: +18.7%
3Y: +65.0%
5Y: +52.5%
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$424M
Holdings118
Top 10 Wt29.4%
Volume488
Avg Volume4,049
Beta0.73
Portfolio Fundamentals
P/E26.9
P/B7.5
Div Yield1.79%
ROE30.9%
% Profitable91%
Inception2006-06-16
Sector Allocation
Technology
22.1%
Financial Services
19.3%
Healthcare
12.6%
Industrials
9.9%
Utilities
7.5%
Consumer Cyclical
6.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 4.27% | $17.8M | 51,861 |
| 2 | Amazon.com Inc | AMZN | 4.06% | $17.0M | 68,063 |
| 3 | Microsoft Corp | MSFT | 3.59% | $15.0M | 28,137 |
| 4 | Procter & Gamble Co/The | PG | 3.23% | $13.5M | 84,376 |
| 5 | Bank of America Corp | BAC | 2.57% | $10.7M | 212,228 |
| 6 | Medtronic Inc | MDT | 2.41% | $10.1M | 106,078 |
| 7 | Altria Group Inc | MO | 2.40% | $10.0M | 136,438 |
| 8 | Kinder Morgan Inc/DE | KMI | 2.39% | $10.0M | 294,428 |
| 9 | Nasdaq Inc | NDAQ | 2.28% | $9.5M | 91,075 |
| 10 | IntercontinentalExchange Group | ICE | 2.23% | $9.3M | 58,336 |