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
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 Sector/Industry Breakdown
AIVL Top 10 Holdings
AIVL Performance Statistics
AIVL Economic Development
AIVL Benchmark Comparison Summary
AIVL Benchmark Comparison Market Cap Size