Wisdomtree Trust Etf Profile
| AIVL Etf | USD 114.66 0.37 0.32% |
Performance11 of 100
| Odds Of DistressLess than 9
|
WisdomTree Trust is selling for 114.66 as of the 30th of November 2024. This is a 0.32 percent increase since the beginning of the trading day. The etf's lowest day price was 114.44. WisdomTree Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for WisdomTree Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
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. More on WisdomTree Trust
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WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Broad Equity ETFs, Mid-Cap Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2006-06-16 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 414.61 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Vincent Costa, Peg DiOrio |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 105 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 21.48 |
| Name | WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund |
| Currency Code | USD |
| Open Figi | BBG000BT2NX4 |
| In Threey Volatility | 16.96 |
| 1y Volatility | 12.34 |
| 200 Day M A | 104.14 |
| 50 Day M A | 111.16 |
| Code | AIVL |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.23 |
| Type | ETF |
WisdomTree Trust [AIVL] is traded in USA and was established 2006-06-16. The fund is listed under Mid-Cap Value category and is part of WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree Trust presently have 379.65 M in assets under management (AUM). , while the total return for the last 3 years was 9.2%.
Check WisdomTree Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree Trust Etf Constituents
| DOW | Dow Inc | Stock | Materials | |
| FE | FirstEnergy | Stock | Utilities | |
| GLPI | Gaming Leisure Properties | Stock | Real Estate | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| IRM | Iron Mountain Incorporated | Stock | Real Estate | |
| LUMN | Lumen Technologies | Stock | Communication Services | |
| MO | Altria Group | Stock | Consumer Staples | |
| NUE | Nucor Corp | Stock | Materials |
WisdomTree Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1109 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.08) |
WisdomTree Trust Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of WisdomTree Trust is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Trust's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Trust's market value can be influenced by many factors that don't directly affect WisdomTree Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.