AIVL:NYE-WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund (USD)

ETF | Others |

Last Closing

USD 111.3

Change

+0.28 (+0.25)%

Market Cap

USD 0.41B

Volume

1.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is actively managed and seeks to invest primarily in equity securities selected from a universe of U.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 the U.S., maintain a principal place of business in the U.S., or are traded principally on a U.S. exchange. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing AIVL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.06% 77% C+ 72% C
Dividend Return 1.72% 35% F 34% F
Total Return 17.78% 79% B- 70% C-
Trailing 12 Months  
Capital Gain 27.12% 75% C 70% C-
Dividend Return 2.59% 41% F 37% F
Total Return 29.72% 76% C+ 68% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.98% N/A N/A 45% F
Dividend Return 3.33% N/A N/A 41% F
Total Return 1.36% N/A N/A 32% F
Risk Return Profile  
Volatility (Standard Deviation) 6.66% N/A N/A 86% B+
Risk Adjusted Return 50.08% N/A N/A 67% D+
Market Capitalization 0.41B 80% B- 43% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike