WTAI:BATS-WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund (USD)

ETF | Others |

Last Closing

USD 22.92

Change

+0.32 (+1.42)%

Market Cap

USD 0.20B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is designed to provide exposure to equity securities of exchange-listed companies globally, including developed countries and emerging markets throughout the world, which are primarily involved in the investment theme of Artificial Intelligence and Innovation. To the extent the index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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ETFs Containing WTAI

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 10.78% 50% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.78% 46% F 48% F
Trailing 12 Months  
Capital Gain 9.35% 45% F 47% F
Dividend Return 0.01% 1% F 1% F
Total Return 9.37% 40% F 43% F
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 6.26% 60% D- 58% F
Dividend Return 6.34% 57% F 54% F
Total Return 0.08% 4% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 15.99% 23% F 29% F
Risk Adjusted Return 39.67% 33% F 34% F
Market Capitalization 0.20B 79% B- 71% C-

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.