AIVL WisdomTree U.S. AI Enhanced Value Fund
What is AIVL?
AIVL is an actively managed fund that provides exposure to US value stocks from developed markets.
AIVL Factset Analytics Insight
AIVL invests in US value stocks by employing a proprietary, quantitative AI model that analyzes various inputs, including company fundamentals and market sentiment, to select 60-190 stocks that exhibit value characteristics. The AI model weights stocks based on their overall model scores, capped at 6% per individual security. The sub-adviser generally buys and sells stocks monthly based on the AI model’s updated recommendations. As an actively managed fund, the portfolio managers can analyze market and financial data to make buy, sell, and hold decisions at their discretion. Prior to Jan. 18, 2022, the fund was called WisdomTree U.S. Dividend ex-Financials Fund, which traded under the ticker DTN, and tracked the WisdomTree U.S. Dividend ex-Financials Index.
AIVL Summary Data
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AIVL Portfolio Data
AIVL Index Data
AIVL Portfolio Management
AIVL Tax Exposures
AIVL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AIVL. AIVL is rated a 5 out of 5.
AIVL Tradability
AIVL Sector/Industry Breakdown
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AIVL Top 10 Holdings
AIVL Performance Statistics
AIVL Countries
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AIVL Regions
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AIVL Economic Development
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AIVL Benchmark Comparison Summary
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AIVL Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.