WisdomTree Trust Financials
| AIVL Etf | USD 119.36 0.27 0.23% |
Net Expense Ratio 0.0038 | 3 y Sharp Ratio 0.43 |
WisdomTree | Build AI portfolio with WisdomTree Etf |
The data published in WisdomTree Trust's official financial statements typically reflect WisdomTree Trust's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving WisdomTree Trust's quantitative information. For example, before you start analyzing numbers published by WisdomTree accountants, it's essential to understand WisdomTree Trust's liquidity, profitability, and earnings quality within the context of the WisdomTree space in which it operates.
WisdomTree Trust Etf Summary
WisdomTree Trust competes with JPMorgan Diversified, ETF Series, VanEck ETF, FlexShares Global, and WisdomTree Multifactor. 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. Wisdomtree is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US97717W4069 |
| Region | North America |
| Investment Issuer | WisdomTree |
| Etf Family | WisdomTree |
| Fund Category | Broad Equity |
| Portfolio Concentration | Size and Style |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
WisdomTree Trust Key Financial Ratios
WisdomTree Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Trust's current stock value. Our valuation model uses many indicators to compare WisdomTree Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WisdomTree Trust competition to find correlations between indicators driving WisdomTree Trust's intrinsic value. More Info.WisdomTree Trust is the top ETF in beta as compared to similar ETFs. It also is the top ETF in one year return as compared to similar ETFs reporting about 11.40 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Trust by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WisdomTree Trust Thematic Clasifications
WisdomTree Trust is part of several thematic ideas from Broad Equity ETFs to Size And Style ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasWisdomTree Trust January 31, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of WisdomTree Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of WisdomTree Trust . We use our internally-developed statistical techniques to arrive at the intrinsic value of WisdomTree Trust based on widely used predictive technical indicators. In general, we focus on analyzing WisdomTree Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build WisdomTree Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6368 | |||
| Information Ratio | 0.0328 | |||
| Maximum Drawdown | 2.64 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.17 |
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 manufacturing. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Understanding WisdomTree Trust requires distinguishing between market price and book value, where the latter reflects WisdomTree's accounting equity. The concept of intrinsic value—what WisdomTree Trust's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push WisdomTree Trust's price substantially above or below its fundamental value.
Understanding that WisdomTree Trust's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether WisdomTree Trust represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, WisdomTree Trust's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.