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.
公司网站 :
https://www.wisdomtree.com/etfs/equity/dtn
总经理:-
建立时间:2006
公司总部:WisdomTree U.S. AI Enhanced Value Fund
领域:Miscellaneous
行业:Investment trusts/Mutual funds