Family: | Wisdom Tree |
Name: | WisdomTree U.S. AI Enhanced Value Fund |
Inception Date: | 18-Jan-2022 |
Termination Date: | |
Investment Objective: | 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. |
Prospectus | |
Top 10 Holdings | ||
Bank of America Corp | BAC | 4.0162% |
Exxon Mobil Corp | XOM | 3.5114% |
IntercontinentalExchange Group | ICE | 3.3166% |
Otis Worldwide Corp | OTIS | 3.2012% |
Medtronic Plc | MDT | 2.9498% |
Fortive Corp | FTV | 2.9482% |
Nasdaq Inc | NDAQ | 2.9432% |
Comcast Corp | CMCSA | 2.9036% |
Abbott Laboratories | ABT | 2.8131% |
CME Group Inc | CME | 2.6054% |
Top 10 Holdings Weight: | 31.2% |
Number of Holdings: | 102 |
Shares Outstanding: | 3,700,000 |
Total Net Assets: | 365,725,800 |
NAV: | 98.85 |
Net Expense Ratio: | 0.38% |
Asset Class: | Equities (Stocks) |
Developed or Emerging: | Developed Market Funds |
Country: | US |
Region: | |
Strategy: | |
Currency: | |
Commodity: | |
Sector: | |
Industry: | |
Dividend Type: | |
Tax Exempt State: | |
Maturity Duration: | |
Market Cap: | Large & Mid Cap |
Credit Quality: | |
Mortgage Bond Types: | |
Bond Type: | |
Gov't Bond Types: | |
Reit Type: | |
Leverage Direction/Factor: | |
Is Currency Hedged: | No |
US or Ex-US: | Domestic |