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

ETF | Others |

Last Closing

USD 105.33

Change

+0.41 (+0.39)%

Market Cap

USD 0.36B

Volume

1.10K

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: 2025-04-28 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.03 (+0.17%)

USD 65.72B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 40.47B
JEPI JPMorgan Equity Premium Income..

+0.11 (+0.20%)

USD 36.19B
JPST JPMorgan Ultra-Short Income ET..

+0.04 (+0.08%)

USD 31.44B
DFAC Dimensional U.S. Core Equity 2..

+0.08 (+0.25%)

USD 29.60B
DTB DTE Energy Company 2020 Series

-0.06 (-0.34%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 21.14B
GBTC Grayscale Bitcoin Trust (BTC)

-0.53 (-0.70%)

USD 16.17B
CGDV Capital Group Dividend Value E..

+0.07 (+0.20%)

USD 14.38B
AVUV Avantis® U.S. Small Cap Value..

+0.39 (+0.47%)

USD 13.13B

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 -1.12% 58% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.12% 57% F 57% F
Trailing 12 Months  
Capital Gain 6.59% 73% C 69% C-
Dividend Return 1.79% 43% F 35% F
Total Return 8.38% 76% C+ 66% 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 4.51% 64% D 53% F
Dividend Return 5.95% 67% D+ 49% F
Total Return 1.44% 57% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 8.90% 55% F 81% B-
Risk Adjusted Return 66.90% 72% C 79% B-
Market Capitalization 0.36B 79% B- 44% 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