DOCU

AIVL · Accumulation · 5d

Following a recent period where DocuSign's share price softened, its valuation metrics likely shifted to align with the pre-filtered US value-factor universe AIVL targets. The AI within WisdomTree's AIVL fund, specifically designed to distinguish genuine value from value traps, subsequently analyzed DocuSign's underlying fundamentals, including its margins, return on capital, and debt profile. This assessment led the AI-driven system to initiate a measured accumulation of the stock, evidenced by AIVL's weight in DocuSign gradually increasing from 0.6615% to 0.7282% over the span of 10 days in mid-July 2026, consistent with the fund's periodic rebalancing approach.

weight 0.661% → 0.728% (+0.067 pp)

Jul 17·entry $52.74·now $52.30Fresh

AIVL · Accumulation · 6d

DocuSign’s financial metrics, likely including its P/E, FCF yield, or margins, presented an attractive profile within AIVL’s US value-factor universe. The WisdomTree AI, designed to differentiate genuine value from potential traps, consistently increased its allocation to the Information Technology company. This action led to a portfolio weight change for DOCU, moving from 0.6534% on July 7, 2026, to 0.7320% by July 16, 2026, with only a slight fluctuation mid-period. Such sustained accumulation over these dates suggests the AI identified ongoing strength in DOCU’s fundamentals and valuation at the prevailing market price levels.

weight 0.653% → 0.732% (+0.079 pp)

Jul 16·entry $53.38·now $52.30Fresh

AIVL · Accumulation · 6d

WisdomTree's AIVL fund, which employs AI to score approximately 100 US value stocks using fundamental and valuation metrics like P/E and FCF yield, consistently added to its DocuSign position. The AI's process of distinguishing genuine value from value traps within the Information Technology sector evidently found DocuSign’s profile appealing. This led to a steady increase in allocation, with the stock’s weight growing from 0.6475% to 0.7114% over nine trading days. Such gradual accumulation, occurring despite AIVL’s periodic rebalancing cadence, suggests the AI continued to identify DocuSign as a compelling value opportunity based on its underlying financials or attractive valuation.

weight 0.648% → 0.711% (+0.064 pp)

Jul 15·entry $51.16·now $52.30Drifting

AIVL · Accumulation · 6d

DocuSign Inc. (DOCU), an Information Technology company, saw its weight in the WisdomTree AIVL fund gradually increase from 0.6360% on July 2nd to 0.6911% by July 13th, 2026. This consistent accumulation indicates the AI's algorithm, which scores US value stocks, identified particular strengths in DOCU's fundamentals and valuation metrics. The AI likely assessed its margins, return on capital, or free cash flow yield as presenting a genuine value opportunity, distinguishing it from potential value traps within its pre-filtered universe. The incremental buying suggests the AI confirmed its assessment of the stock's underlying metrics and market valuation over this approximately two-week period, opting to build its position at specific price levels.

weight 0.636% → 0.688% (+0.052 pp)

Jul 14·entry $49.38·now $52.30Drifting

AIVL · Accumulation · 7d

AIVL’s AI-driven strategy, focused on discerning genuine value from traps within a pre-filtered US value-factor pool, initiated a position in DocuSign. The AI’s analysis likely highlighted specific fundamental characteristics, such as DocuSign's margins or return on capital, alongside valuation metrics like P/E or free cash flow yield, that met the fund’s strict criteria for inclusion. This led to a pattern of gradual accumulation, with AIVL’s weight in DocuSign systematically increasing from 0.0000% on July 1st to 0.6911% by July 13th. The consistent, incremental purchases over this period suggest the AI’s model scored DocuSign as a compelling value opportunity, warranting a measured build of exposure within its ~100-stock portfolio.

weight 0.636% → 0.691% (+0.055 pp)

Jul 13·entry $49.87·now $52.30Drifting

AIVL · Accumulation · 6d

AIVL initiated a methodical accumulation into DocuSign, incrementally increasing its weight from a starting point of 0.6360% on July 2nd to 0.6817% by July 10th. This controlled, multi-day entry reflects WisdomTree’s AI-driven strategy, which evaluates US value stocks using fundamental and valuation metrics to identify compelling opportunities. The AI's decision to gradually build this position in DocuSign suggests it scored the IT company highly at this specific time, distinguishing it as a genuine value proposition within its pre-filtered universe. Such a measured approach is consistent with the ETF’s periodic rebalancing schedule, allowing for a deliberate allocation into names that meet its specific criteria for long-term value.

weight 0.636% → 0.682% (+0.046 pp)

Jul 10·entry $49.18·now $52.30Drifting

AIVL · Accumulation · 5d

DocuSign, an Information Technology firm, recently entered AIVL's pre-filtered US value-factor pool, likely due to a valuation profile that aligned with the ETF's quantitative screens for metrics like P/E, P/B, and FCF yield. Once within this universe, AIVL's AI then assessed DocuSign's underlying fundamentals, including its margins, return on capital, and debt levels, identifying it as a genuine value opportunity rather than a potential value trap. The AI's subsequent decision led to a methodical accumulation, evidenced by the sequential increases in weight from 0.0000% to 0.6783% between July 2nd and July 9th, 2026. This gradual positioning for an Information Technology company within a value mandate illustrates WisdomTree's AI-driven approach to periodically rebalancing into stocks that meet its stringent fundamental and valuation criteria.

weight 0.636% → 0.678% (+0.042 pp)

Jul 9·entry $48.76·now $52.30Drifting

AIVL · Weight increase · 4d

DOCU entered AIVL's portfolio with a substantial initial allocation on July 2nd, transitioning from no prior holding, followed by consecutive daily increases in its weight over subsequent trading sessions. This move suggests AIVL's AI, utilizing its proprietary scoring based on fundamentals like margins, return on capital, and valuation metrics, identified DocuSign as a compelling value play within its pre-filtered US value pool. The consistent, albeit smaller, increases after the initial entry indicate a confirmed high-conviction assessment by the algorithm, which determined DocuSign presented a genuine opportunity that warranted a gradual, sustained accumulation despite the fund's periodic rebalance cycle.

weight 0 → 0.661% (new)

Jul 8·entry $47.22·now $52.30Chased

AIVL · Weight increase · 3d

AIVL’s AI-driven strategy likely identified DOCU as a compelling candidate for inclusion around July 2, 2026, when its valuation metrics, such as price-to-earnings or free cash flow yield, became more attractive relative to its balance sheet strength and return on capital within the US value-factor pool. The subsequent consecutive increases in weight, from 0.6360% on July 2 to 0.6534% by July 7, suggest AIVL's AI continued to score DocuSign highly, distinguishing it as genuine value rather than a value trap, possibly reacting to sustained fundamental performance or further price consolidation. This systematic approach, focused on fundamental factors like margins and debt alongside valuation, allowed WisdomTree’s AI to gradually build its position in the Information Technology sector name over several trading days.

weight 0 → 0.653% (new)

Jul 7·entry $47.23·now $52.30Chased

AIVL · Weight increase · 2d

The weight of DocuSign in AIVL transitioned from a non-existent position to a 0.6360% allocation on July 2nd, followed by a slight increase to 0.6475% on July 6th, illustrating a stepped entry during a periodic rebalance. This pattern aligns with WisdomTree’s AIVL methodology, which rebalances its portfolio of approximately 100 US value stocks periodically, not daily. The AI-driven process likely scored DocuSign highly within the pre-filtered value-factor pool at its current price level, based on specific fundamentals like margins and return on capital, or valuation metrics such as free cash flow yield. This suggests the AI concluded that DocuSign, an Information Technology sector company, presented a genuine value proposition, distinguishing it from potential value traps, prompting its initial inclusion and subsequent marginal adjustment.

weight 0 → 0.647% (new)

Jul 6·entry $46.90·now $52.30Chased

AIVL · New entry · 1d

The allocation to DocuSign (DOCU) in AIVL underwent a direct step-change, moving from no presence across several days in late June and early July to a 0.6360% holding on July 2, 2026. This sudden entry, rather than a gradual accumulation, aligns with WisdomTree’s AIVL strategy, which employs an AI to score names within its ~100-stock US value portfolio during periodic rebalances, not daily trading. Consequently, the AI's assessment of DocuSign’s fundamentals—including margins, return on capital, and debt—and valuation metrics like P/E, P/B, and FCF yield, must have crossed the threshold for inclusion. The fund’s specific mandate to distinguish genuine value from value traps within its pre-filtered universe indicates the AI now identifies DOCU as a viable Information Technology component, prompting its addition to the portfolio at this juncture.

weight 0 → 0.636% (new)

Jul 2·entry $45.77·now $52.30Chased