Description: WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Value
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 94.23 | 0.00 | 94.23 |
| Stock non-US | 5.77 | 0.00 | 5.77 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 17.34 | 10.79 |
| Financial Services | 15.25 | 19.73 |
| Healthcare | 14.86 | 17.24 |
| Technology | 11.01 | 10.32 |
| Communication Services | 7.84 | 6.23 |
| Consumer Defensive | 7.25 | 8.51 |
| Basic Materials | 7.13 | 3.38 |
| Consumer Cyclicals | 5.88 | 6.51 |
| Energy | 5.22 | 8.97 |
| Utilities | 4.34 | 5.21 |
| Real Estate | 3.86 | 3.11 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 94.23 | 95.19 |
| Europe Developed | 3.08 | 2.56 |
| Asia Emerging | 2.44 | 0.05 |
| United Kingdom | 0.25 | 1.75 |
| Japan | 0.00 | 0.11 |
| Australasia | 0.00 | 0.01 |
| Latin America | 0.00 | 0.04 |
| Asia Developed | 0.00 | 0.29 |