Key stats
About WisdomTree U.S. AI Enhanced Value Fund
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
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 models 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.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.