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WisdomTree U.S. AI Enhanced Value Fund

AIVL
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 16 2006
Expense Ratio
0.38%
Type
US Equities
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$594,631
AUM
$420,092,715
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

CMCSA
Comcast Corp - Ordinary Shares - Class A
3.56%
MDT
Medtronic Plc
3.26%
ICE
Intercontinental Exchange Inc
3.04%
KDP
Keurig Dr Pepper Inc
3.03%
AMCR
Amcor Plc
3.00%
LKQ
LKQ Corp
2.99%
ROP
Roper Technologies Inc
2.79%
SSNC
SS&C Technologies Holdings Inc
2.68%
NDAQ
Nasdaq Inc - Ordinary Shares - 144A
2.60%
MMM
3M Co.
2.44%
Invest with AIVL

What is AIVL?

WisdomTree U.S. AI Enhanced Value Fund seeks income and capital appreciation by investing 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 artificial intelligence (AI) model. The Funds objective and strategies changed effective January 18, 2022. Prior to January 18, 2022, Fund performance reflects the investment objective of the Fund when it was the WisdomTree U.S. Dividend ex-Financials Fund (DTN) and tracked the performance, before fees and expenses, of the WisdomTree U.S. Dividend ex-Financials Index.

ETFs related toAIVL

ETFs correlated to AIVL include IWD, ONEV, VONV

AIVL
WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
ONEV
SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
VONV
Vanguard Group, Inc. - Vanguard Russell 1000 Value Index ETF
IUSV
BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IVE
BlackRock Institutional Trust Company N.A. - iShares S&P 500 Value ETF
SPYV
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
VOOV
Vanguard Group, Inc. - Vanguard S&P 500 Value ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toAIVL

#D

Phalanx Formation: Downturn Defense

Category

Getting Defensive

Risk Rating

Moderate

#INC

Dynamic Income

Category

Composer's Picks

Risk Rating

Moderate

Create your own algorithmic trading strategy with AIVL using Composer

FAQ

AIVL is a US Equities ETF. WisdomTree U.S. AI Enhanced Value Fund seeks income and capital appreciation by investing 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 artificial intelligence (AI) model. The Funds objective and strategies changed effective January 18, 2022. Prior to January 18, 2022, Fund performance reflects the investment objective of the Fund when it was the WisdomTree U.S. Dividend ex-Financials Fund (DTN) and tracked the performance, before fees and expenses, of the WisdomTree U.S. Dividend ex-Financials Index.

The top holdings for AIVL include Comcast Corp - Ordinary Shares - Class A, Medtronic Plc, and Intercontinental Exchange Inc.

AIVL has 102 total holdings.

Yes, AIVL is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, AIVL is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AIVL is 0.0228%. This is the percent change in the value of AIVL over the most recent 1-month period. The 3-month return on AIVL is 0.0995%. This is the percent change in the value of AIVL over the most recent 3-month period.

The standard deviation of AIVL for the past year is 0.2061%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to AIVL include SDY, DFAS, and VYM.

ETFs correlated to AIVL include IWD, ONEV, and VONV.

ETFs that are inversely correlated to AIVL include SEF, DOG, and DXD.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.