WisdomTree US Al Enhanced Val ETF (AIVL)
102.43
0.00 (0.00%)
USD |
NYSEARCA |
May 21, 13:01
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.38% | -0.01% | 384.16M | 11005.40 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.34% | 150.0% | -49.22M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks income and capital appreciation. The fund is actively managed and seeks to invest 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 AI model developed by Sub-Adviser. It will normally invest at least 80% of its net assets in securities of companies that are organized in the U.S., maintain a principal place of business in the U.S., or are traded principally on a U.S. exchange. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Value |
Category Index | Russell Mid Cap Value TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
Russell 1000 Value TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Vincent Costa | 2.31 yrs |
Russell Shtern, CFA | 0.75 yrs |
Performance Versus Category
As of May 20, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 20, 2024.
Basic Info
Investment Strategy | |
The investment seeks income and capital appreciation. The fund is actively managed and seeks to invest 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 AI model developed by Sub-Adviser. It will normally invest at least 80% of its net assets in securities of companies that are organized in the U.S., maintain a principal place of business in the U.S., or are traded principally on a U.S. exchange. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Value |
Category Index | Russell Mid Cap Value TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
Russell 1000 Value TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Vincent Costa | 2.31 yrs |
Russell Shtern, CFA | 0.75 yrs |