AIVI1.536%
as of Jul 17
DG
DefensiveDOLLAR GENERAL CORP
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States. It offers consumable products, including paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packaged food, such as cereals, pasta, canned soups, canned meats, fruits and vegetables, condiments, spices, sugar, and flour; and perishables, including milk, eggs, bread, refrigerated and frozen food, beer, wine, and produce; candy, cookies, crackers, salty snacks, and carbonated beverages; over-the-counter medicines and personal care products including soap, body wash, shampoo, cosmetics, dental hygiene and foot care products; pet supplies and pet food; and tobacco products.
Close · 3M
-14.27%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate100% (13/13)
Avg buy return+10.13%
AIVI · Weight decrease · 2d
AIVI, employing AI selection from its developed-international value-factor pool of roughly 100 stocks, systematically adjusted its exposure to Dollar General through periodic rebalancing. The consecutive weight decrease for DG over multiple dates in July indicates the fund's AI model perceives a reduced relative value proposition for the stock. Despite Dollar General's positive 30-day return of +21.0%, this short-term price movement likely caused the AI to re-evaluate its valuation against other potential holdings. This ongoing recalibration reflects the AI's dynamic approach to maintaining a portfolio aligned with its value mandate, gradually divesting from positions that no longer meet its current criteria as strongly.
weight 1.561% → 1.550% (-0.011 pp)·stock up 5.6% in the 30 days before
Jul 15·entry $121.28·now $124.75
+2.86%
since Jul 15
AIVI · Weight decrease · 4d
DOLLAR GENERAL CORP's PER of 16.61, PBR of 3.71, 4.72% revenue growth, and 18.65% ROE initially positioned it as a stock within AIVI's developed-international value selection pool. The ETF's AI overlay began to systematically reduce its allocation to DG from 1.7430% to 1.5559% between June 26 and July 10, 2026. This period of consecutive weight decrease aligns with DG's recent 30-day return of +11.6%, a considerable short-term price increase for a consumer staples company. Such upward movement, bringing the stock to $123.44, likely prompted AIVI’s AI to reassess DG's value characteristics, finding it incrementally less compelling as a value opportunity relative to its specific investment criteria. The algorithm adjusted the position, indicating a dynamic re-evaluation of its investment merit following recent market performance.
weight 1.684% → 1.556% (-0.128 pp)·stock up 8.7% in the 30 days before
Jul 10·entry $118.92·now $124.75
+4.90%
since Jul 10
AIVI · Weight decrease · 3d
Dollar General, currently trading at $115.73, sits at 74% of its 52-week high after a significant 90-day decline of 24.2% was followed by a 10.9% rebound over the past 30 days. Despite this recent uptick, AIVI, an ETF employing AI selection within a developed-international value-factor pool, has progressively reduced its allocation to DG, with its weight decreasing from 1.7706% to 1.5578% between late June and early July. This systematic divestment suggests the AI’s model, while operating within a value framework, may be reacting to DG's recent price appreciation, determining its current PER of 16.61 and PBR of 3.71 no longer present a sufficiently compelling value proposition relative to other developed-international opportunities. The AI overlay's periodic rebalance actions appear to be capitalizing on the stock's short-term recovery to trim exposure, potentially redeploying capital into selections deemed more attractive by its algorithms.
weight 1.684% → 1.558% (-0.126 pp)·stock up 10.7% in the 30 days before
Jul 8·entry $114.80·now $124.75
+8.67%
since Jul 8
AIVI · Weight decrease · 2d
AIVI, which utilizes AI selection within a developed-international value-factor pool, has systematically reduced its exposure to Dollar General through a series of consecutive weight decreases, indicating a re-evaluation by its proprietary model. Despite the stock’s recent 30-day return of +10.8%, the AI's ongoing divestment suggests DG's current valuation, such as its price-to-book ratio of 3.71, might be less appealing compared to other opportunities within the fund's approximately 100 international developed-market value stocks. This gradual reduction, evident over several recorded dates including a decline from 1.7706% to 1.6143% between June 25th and July 7th, reflects the AI’s periodic rebalancing mechanism identifying shifting relative value for Dollar General within its designated universe.
weight 1.684% → 1.614% (-0.070 pp)·stock up 11.5% in the 30 days before
Jul 7·entry $115.43·now $124.75
+8.07%
since Jul 7
AIVI · Weight decrease · 3d
AIVI, an ETF employing AI selection within a developed-international value-factor pool, likely adjusted Dollar General's weight due to a reassessment of its attractiveness among the fund's approximately 100 international holdings. The recent consecutive weight decrease for DG, observed between June 30th and July 1st, suggests the AI’s periodic rebalance identified a diminishing relative value proposition. Despite its 30-day return reaching +11.3%, the AI’s algorithms may perceive the current price of $115.20 as less appealing compared to other international value opportunities, potentially considering the stock's PER of 16.42 relative to its peers. This adjustment aligns with the fund's mandate to identify value while balancing recent gains against a broader investment horizon.
weight 1.771% → 1.675% (-0.095 pp)·stock up 4.8% in the 30 days before
Jul 1·entry $115.20·now $124.75
+8.29%
since Jul 1
AIVI · Weight decrease · 2d
Currently trading at $115.11, Dollar General sits at 74% of its 52-week high, having endured a 23.6% decline over the past 90 days before a recent 8.4% rebound. This price action suggests the AI overlay guiding WisdomTree's AIVI, which selects from a developed-market value-factor pool, detected a shift in DG's relative appeal. With a PER of 16.54, PBR of 3.71, and an 18.65% ROE, the consecutive weight decreases observed, specifically from June 26th to June 30th, indicate the AI's re-evaluation. The system likely identified other developed-market value opportunities offering a comparatively greater discount, prompting the reallocation of capital away from DG as its recent price appreciation diminished its relative "value" within AIVI's parameters.
weight 1.771% → 1.718% (-0.053 pp)·stock up 4.1% in the 30 days before
Jun 30·entry $115.11·now $124.75
+8.37%
since Jun 30
AIVI · Accumulation · 5d
AIVI's gradual accumulation of Dollar General, observed through fractional daily weight increases and a more significant position adjustment on June 25, occurred as the stock's price experienced a 21.4% decline over 90 days before a 13.8% rebound in the last 30 days, placing it at 76% of its 52-week high. This methodical scaling into DG, a company featuring a PER of 16.54 and an ROE of 18.65%, aligns with AIVI's AI selection method within a developed-market value-factor framework. The AI appears to identify value in Dollar General following its recent market correction, perceiving its current $119.51 price as an attractive entry point for a consumer staples retailer exhibiting steady revenue growth of 4.72%. This intermittent, growing position indicates the algorithm systematically capitalized on DG's valuation as it returned from its recent lows, fitting the fund's objective of identifying value opportunities.
weight 1.679% → 1.771% (+0.092 pp)·stock up 13.5% in the 30 days before
Jun 25·entry $117.56·now $124.75Drifting
+6.12%
since Jun 25
AIVI · Accumulation · 5d
Dollar General’s financial metrics, including a PER of 16.54, PBR of 3.71, and an ROE of 18.65%, present a compelling profile for AIVI's AI selection within its value-factor pool. These figures suggest that the company offers profitability and asset backing at a price deemed attractive by WisdomTree's methodology. The gradual accumulation observed from June 11th through June 18th directly followed a substantial 90-day decline of -22.5% for DG, pushing its stock price significantly below its 52-week high of $156.24. This timing suggests AIVI’s AI overlay identified Dollar General as a value opportunity after its price had sufficiently corrected, leading to an increase in its position from 1.6701% to 1.7179%. The AI's move on this Consumer Staples company reflects AIVI's strategy to capture undervalued opportunities, leveraging both quantitative value factors and recent price movements to optimize its portfolio.
weight 1.670% → 1.703% (+0.033 pp)·stock up 12.8% in the 30 days before
Jun 24·entry $119.17·now $124.75Drifting
+4.68%
since Jun 24
AIVI · Accumulation · 5d
AIVI, which applies AI selection within its developed-international value-factor pool of around 100 stocks, commenced a gradual accumulation in Dollar General following a substantial price correction. The methodical increase in weight, climbing from 1.6655% to a peak of 1.7179%, indicates the fund’s AI recognized a value opportunity during its periodic rebalances. This decision appears rooted in DG's price action, where a 22.9% drop over 90 days brought the stock to 73% of its 52-week high, presenting an attractive entry point for a Consumer Staples company. Despite the recent stock performance, its current 16.54 PER and 18.65% ROE likely fit the AI's criteria for a developed-market value stock at this price level.
weight 1.665% → 1.701% (+0.036 pp)·stock up 9.0% in the 30 days before
Jun 23·entry $114.58·now $124.75Drifting
+8.88%
since Jun 23
AIVI · Accumulation · 5d
DG's PER of 16.12 and PBR of 3.71, coupled with its 18.65% ROE and 4.72% revenue growth, likely drew AIVI's AI selection method to this international value candidate. The gradual accumulation, observed from June 8th to June 18th, occurred while the stock was trading around $112.46, positioned at 72% of its 52-week high after a -23.6% 90-day return. This timing suggests AIVI's AI overlay identified DG as a compelling value opportunity, capitalizing on the recent share price decline that brought it significantly below its 52-week peak. AIVI, leveraging its AI within its developed-international value-factor pool, recognized the company's solid financials—such as its 18.65% ROE—as favorable at a reduced valuation.
weight 1.680% → 1.708% (+0.029 pp)·stock up 7.5% in the 30 days before
Jun 22·entry $112.46·now $124.75Chased
+10.93%
since Jun 22
AIVI · Accumulation · 5d
The adjustments to Dollar General’s weight in AIVI display a consistent, incremental increase, moving from 1.6655% to 1.7179% between June 10th and June 18th. This measured accumulation aligns with the ETF's AI selection method within a developed market value-factor framework, particularly given DG’s current price of $113.45, which is 73% of its 52-week high after a 22.4% decline over 90 days. The AI model likely perceives a compelling opportunity in the stock's valuation, considering its PER of 16.09 and PBR of 3.71, alongside a 18.65% return on equity. Such periodic rebalancing to gradually add shares to a consumer staples company, with its present price weakness, directly reflects AIVI's strategy to capture identified value through its artificial intelligence overlay.
weight 1.701% → 1.718% (+0.017 pp)·stock up 9.6% in the 30 days before
Jun 18·entry $113.45·now $124.75Drifting
+9.96%
since Jun 18
AIVI · Accumulation · 5d
WisdomTree's AIVI, which leverages AI selection within a developed-market value-factor pool, has been accumulating shares of Dollar General. The gradual increase in DG's weight, from 1.6655% to 1.7038% over recent trading days, suggests the AI identifies a compelling value proposition. With the stock trading at 70% of its 52-week high, following a -26.2% 90-day return, its current price aligns with the fund's value criteria. This strategic move, within AIVI's portfolio of approximately 100 stocks and periodic rebalance cadence, is further supported by DG's PER of 15.87 and ROE of 18.65%.
weight 1.693% → 1.704% (+0.011 pp)·stock up 11.1% in the 30 days before
Jun 16·entry $113.75·now $124.75Drifting
+9.67%
since Jun 16
AIVI · Accumulation · 5d
AIVI's weight changes for DG illustrate a gradual accumulation, with daily adjustments reflecting an algorithmic approach rather than a single, sudden repositioning. This measured increase aligns with AIVI's AI selection operating within a developed-market value-factor pool, which likely identified Dollar General as a compelling opportunity after its 90-day price dropped 19.7%. With the stock currently at 74% of its 52-week high, DG's valuation—including a PER of 15.87 and an ROE of 18.65% within the Consumer Staples sector—fits the criteria for the fund's AI overlay. These financial attributes, coupled with the recent price depreciation, drove the AI's periodic rebalancing mechanism to steadily build its position in the company.
weight 1.681% → 1.690% (+0.009 pp)·stock up 10.8% in the 30 days before
Jun 15·entry $116.39·now $124.75Drifting
+7.18%
since Jun 15
AIVI · Accumulation · 5d
The pattern detected in AIVI's allocation to Dollar General Corp reveals a gradual accumulation, with portfolio weight incrementally shifting from 1.6757% on June 2nd to 1.6786% by June 12th, punctuated by minor adjustments within that period. This deliberate cadence aligns with AIVI's AI selection method, which seeks opportunities within a developed-market value-factor pool. Dollar General, a Consumer Staples company, experienced a 23.1% decline in its 90-day return, bringing its current price to $114.80, or 73% of its 52-week high. Such price action, combined with financials like a 15.87 PER and 18.65% ROE, likely prompted AIVI's AI overlay to identify the stock as a compelling undervalued asset, leading to the measured accumulation within the fund's rebalancing cycle.
weight 1.676% → 1.679% (+0.003 pp)·stock up 12.8% in the 30 days before
Jun 12·entry $114.80·now $124.75Drifting
+8.67%
since Jun 12
AIVI · Weight decrease · 2d
DG, a Consumer Staples company, presents a PER of 15.87 and PBR of 3.71, alongside 4.72% revenue growth and an 18.65% ROE, metrics that typically inform selection within AIVI's international value-factor pool. However, the WisdomTree-managed AI overlay initiated a consecutive weight decrease for DG from 1.6796% to 1.6655% between 2026-06-08 and 2026-06-10. This recalibration coincided with DG’s price at $109.96, reflecting a -23.4% 90-day return and being 70% of its 52-week high. The AI's continuous evaluation of the value proposition, even with DG's 1-year return of +13.3%, appears to have flagged short-term depreciation as a factor for this measured reduction in its portfolio of international developed-market value stocks.
weight 1.701% → 1.665% (-0.036 pp)·stock up 5.1% in the 30 days before
Jun 10·entry $109.96·now $124.75
+13.45%
since Jun 10
AIVI · Weight increase · 3d
weight 1.676% → 1.701% (+0.026 pp)·stock down 10.9% in the 30 days before
Jun 5·entry $103.70·now $124.75Chased
+20.30%
since Jun 5
AIVI · Weight increase · 2d
weight 1.676% → 1.693% (+0.017 pp)·stock down 11.5% in the 30 days before
Jun 4·entry $103.52·now $124.75Chased
+20.51%
since Jun 4
AIVI · Weight decrease · 3d
Dollar General is trading at $106.27, significantly below its 52-week high of $156.24, with its price declining -14.4% over the past 30 days and -27.7% in 90 days, despite a +4.0% return over one year. While such a decline might appear to signal a value opportunity, AIVI, managed by WisdomTree and focusing on an AI overlay for international value stocks, has systematically decreased its weight in DG from 1.7970% to 1.6757% between May 8th and June 2nd. The AI's continuous reduction in holdings suggests its model, even considering DG's PER of 15.0, PBR of 3.71, and ROE of 18.66%, is identifying factors that diminish its appeal as a value investment within the developed-international pool. This movement implies the AI's assessment prioritizes aspects beyond current multiples and revenue growth of 5.2%, potentially reacting to the conditions driving the stock to 68% of its 52-week high, indicating a more complex valuation or risk adjustment within the fund's international value mandate.
weight 1.758% → 1.676% (-0.082 pp)·stock down 7.1% in the 30 days before
Jun 2·entry $106.27·now $124.75
+17.39%
since Jun 2
AIVI · Weight decrease · 2d
A sustained reduction in Dollar General's weight within AIVI, decreasing from 1.8270% to 1.6833% over approximately a month, marks a distinct de-emphasis despite the stock's recent price depreciation. While DG's current price of $109.93 represents a 24.0% decline over 90 days and sits at 70% of its 52-week high, the AI overlay within this international value strategy appears to interpret these dips not as an enhanced value opportunity, but rather as a reason to reduce exposure. This gradual adjustment suggests the AI's models, designed for selection within a developed-international value-factor pool, are likely identifying underlying risks or a relative lack of conviction in DG's future prospects, potentially weighing its modest 5.2% revenue growth and 3.71 PBR as insufficient to justify a higher allocation, even with a 15.67 PER and 18.66% ROE.
weight 1.758% → 1.683% (-0.074 pp)·stock down 5.1% in the 30 days before
Jun 1·entry $109.93·now $124.75
+13.48%
since Jun 1
+22.60%
since May 13
+21.14%
since May 12
+19.23%
since May 11
+10.12%
since May 8
AIVI · Weight increase · 2d
stock down 4.0% in the 30 days before
May 6·entry $116.37·now $124.75Drifting
+7.20%
since May 6
PQUS · Exit · 1d
Dollar General’s P/E of 16.54 and P/B of 3.71, along with 4.72% revenue growth and 18.65% ROE, presented a profile consistent with a US large-cap company suitable for Pictet Asset Management’s measured turnover approach for PQUS. Despite these financial characteristics, the AI ranking system managing PQUS divested Dollar General on 2026-06-26, following a period where the stock had registered a 30-day return of +15.5%. This action took place with the stock trading at $117.56, which was still 25% below its 52-week high and reflective of a 90-day decline of 21.5%. The AI’s periodic rebalance for PQUS thus indicates that Dollar General’s recent price recovery was insufficient to maintain its position within the ~165 US large-cap portfolio, potentially due to shifts in its ranking relative to peers or its impact on the fund’s sector-balance and concentration rules.
weight 0.020% → 0 (exited)·stock up 14.5% in the 30 days before
Jun 26·entry $119.51·now $124.75
+4.38%
since Jun 26
+17.43%
since May 16
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
AI ETF AIVI has been consistently accumulating Dollar General shares, signaling a positive outlook based on its internal models. In contrast, PQUS recently exited its position. The framework's 'Fail' verdict conflicts with AIVI's accumulation trend, as the analyst could not confirm key financial health metrics or a margin of safety.
- Circle of CompetenceThe discount retail business model is straightforward and its unit economics appear stable enough for long-term cash flow projections, placing it within the circle of competence.
- Economic MoatDollar General benefits from a clear scale-driven cost advantage in sourcing and distribution, augmented by a convenience moat due to its extensive store network in underserved markets.
- ManagementInsufficient data is provided to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthWhile current ROE is strong, the absence of 10-year historical ROE, operating margin trends, detailed debt structure, and owner earnings data prevents verification of the required financial health criteria.
- Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if a defensible margin of safety exists at the current price.
Dollar General operates within a clear circle of competence and appears to possess a durable economic moat based on scale and convenience. However, the inability to thoroughly assess management's capital allocation and, more critically, to verify long-term financial health metrics and establish a margin of safety results in a 'Fail' verdict under this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.