PQNT0.110%
as of Jul 21
EVN
DefensiveEaton Vance Municipal Income Tr
Eaton Vance Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invests primarily in investment grade municipal obligations of various sectors, such as cogeneration, education, electric utilities, general obligations, healthcare, hospital, housing, transportation, and nursing home.
Close · 3M
+1.56%
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 signals10
Win rate90% (9/10)
Avg buy return+2.57%
AIVI · Exit · 1d
Eaton Vance Municipal Income Tr (EVN) currently trades at $11.04, residing at 98% of its 52-week high of $11.26, following a +4.4% return over the last 30 days. This upward price trajectory and proximity to its annual peak likely influenced AIVI's AI selection, which focuses on developed-international *value* stocks within a periodically rebalanced portfolio. As EVN, a financial sector company, appreciated, its valuation metrics, as assessed by WisdomTree's AI, would have shifted, potentially moving it beyond the defined value-factor pool for continued inclusion. The AI system systematically reduced AIVI's exposure to EVN, showing a decrease from 0.2307% on June 23 to 0.2126% by July 1, before its complete removal from the portfolio on July 6. This phased exit reflects the AI overlay's adaptive response to the stock's rising price and its perceived diminishing value relative to the fund's specific criteria.
weight 0.213% → 0 (exited)·stock up 4.2% in the 30 days before
Jul 6·entry $11.17·now $11.05
-1.07%
since Jul 6
AIVI · Weight decrease · 2d
Eaton Vance Municipal Income Tr (EVN) currently trades at $11.21, precisely at the upper bound of its 52-week range, following a 7.2% return over the last 30 days. This pricing trajectory directly interacts with AIVI's strategy, which emphasizes AI selection within an international developed-market value-factor pool. The AI's systematic rebalancing, evidenced by the observed consecutive weight decrease for EVN from 0.2420% on June 18th to 0.2126% by July 1st, suggests the stock no longer aligns with the fund’s international value criteria at its elevated price point. Given EVN's position at its 52-week high, this move indicates the AI is scaling back exposure to assets exhibiting significant short-term appreciation, seeking new value opportunities within its universe of approximately 100 international developed-market value stocks.
weight 0.224% → 0.213% (-0.011 pp)·stock up 3.5% in the 30 days before
Jul 1·entry $11.21·now $11.05
-1.43%
since Jul 1
AIVI · Weight decrease · 4d
Eaton Vance Municipal Income Tr (EVN) has seen its price reach $11.10, approximately 99% of its 52-week high, following a 3.9% return over the past 30 days. This price appreciation likely altered the AI manager's assessment of EVN within AIVI's international developed-market value-factor pool. AIVI's AI, which focuses on international value, initiated a consecutive weight reduction from 0.2420% on June 18th to 0.2212% by June 25th. This timing correlates directly with the stock's elevated price level, suggesting the AI determined EVN no longer aligned as strongly with the core value characteristics sought by the WisdomTree ETF. Consequently, the AI de-emphasized its allocation to EVN as the municipal income trust approached its price ceiling.
weight 0.242% → 0.221% (-0.021 pp)·stock up 4.6% in the 30 days before
Jun 25·entry $11.10·now $11.05
-0.45%
since Jun 25
AIVI · Weight decrease · 3d
Currently trading at $11.05, Eaton Vance Municipal Income Tr (EVN) sits at 98% of its 52-week high, following a 3.5% gain over the last 30 days. While the WisdomTree AIVI ETF targets international developed-market value stocks via AI selection, its AI model evidently included this Financials sector entity. The consecutive weight decrease observed in AIVI from June 22nd to June 24th indicates the AI, focused on a value-factor methodology, likely adjusted exposure as EVN's elevated price level, nearing its annual peak, diminished its perceived value. This dynamic rebalancing suggests the AI deemed the asset less aligned with its value criteria within its financial holdings, prompting the gradual reduction.
weight 0.242% → 0.225% (-0.017 pp)·stock up 4.5% in the 30 days before
Jun 24·entry $11.05·now $11.05
0.00%
since Jun 24
AIVI · Accumulation · 5d
EVN is currently priced at $11.05, positioning it at 98% of its 52-week high, following a 3.7% gain in the last 30 days and a 7.9% return over the past year. Despite trading near its 52-week peak, AIVI’s AI selection mechanism, which targets international developed-market value stocks within a specific factor pool, likely identified EVN as possessing characteristics that align with its value strategy. The gradual accumulation of EVN in AIVI’s portfolio, with its weight increasing from 0.2011% on June 10 to 0.2307% on June 23, suggests the AI’s periodic rebalancing affirmed this conviction, even with minor daily fluctuations in weighting. This continued interest indicates the AI's algorithm perceives underlying financial merits that outweigh concerns about recent price appreciation within the context of a less-served international value market segment.
weight 0.201% → 0.231% (+0.030 pp)·stock up 4.7% in the 30 days before
Jun 23·entry $11.05·now $11.05Fresh
0.00%
since Jun 23
AIVI · Accumulation · 5d
AIVI’s AI-driven selection process, operating within its developed-international value-factor pool, initiated a series of measured additions to its EVN position. The fund, which typically holds around 100 international developed-market value stocks and rebalances periodically, carefully adjusted its allocation. This gradual accumulation pattern, evidenced by the weight increase from 0.2214% to 0.2361%, indicates the AI continued to identify compelling value. The algorithm likely saw opportunity in EVN despite its current price of $10.95 placing it at 98% of its 52-week high, perhaps interpreting its 1-year return of +6.6% as a signal of sustained underlying strength.
weight 0.221% → 0.236% (+0.015 pp)·stock up 3.1% in the 30 days before
Jun 22·entry $10.95·now $11.05Fresh
+0.91%
since Jun 22
AIVI · Accumulation · 5d
AIVI, which utilizes AI selection within a developed-international value-factor pool for its portfolio of around 100 stocks, initiated a gradual accumulation of EVN, a Financials sector company. The AI's periodic rebalance operations allowed for this methodical increase in exposure, evidenced by the weight rising from 0.2238% to 0.2420% over less than two weeks. This sustained buying suggests the AI's value-centric models identified favorable characteristics in EVN, even as its current price of $10.99 places it near 98% of its 52-week high. The systematic accumulation pattern aligns with the fund's AI-driven approach to capitalize on perceived value opportunities over time.
weight 0.224% → 0.242% (+0.018 pp)·stock up 5.1% in the 30 days before
Jun 18·entry $10.99·now $11.05Fresh
+0.55%
since Jun 18
AIVI · Weight increase · 4d
AIVI’s AI manager has consistently increased its allocation to EVN, with the fund’s weight rising from 0.2011% to 0.2392% over eight trading sessions, demonstrating a clear accumulation pattern. This systematic positioning occurs with EVN’s current price at $10.94, near 97% of its 52-week high following a +3.8% 30-day return. AIVI’s AI overlay, designed to select within a developed-international value-factor pool, likely identifies specific attributes within this Eaton Vance Municipal Income Trust, such as its yield stability or credit profile, as offering unique value. Such sustained buying suggests the AI perceives ongoing relative attractiveness in EVN’s financial characteristics, aligning with its sophisticated valuation models even as it generally screens for developed-international market opportunities.
weight 0.201% → 0.239% (+0.038 pp)·stock up 3.1% in the 30 days before
Jun 16·entry $10.93·now $11.05Fresh
+1.10%
since Jun 16
AIVI · Weight increase · 3d
The AI-driven selection mechanism governing AIVI's international developed-market value portfolio initiated a consecutive weight increase in EVN, a financial sector holding. Managing a portfolio of around 100 international value stocks and operating on a periodic rebalancing schedule, the AI's algorithms discerned that EVN maintained or improved its attractiveness within the fund's specific value-factor criteria over several days. Despite EVN currently trading at $10.94, reaching 97% of its 52-week high, the AI’s valuation models evidently identified sufficient underlying value. This assessment prompted the increased allocation from 0.2011% on June 10th to 0.2374% on June 15th, aligning with the fund's unique AI overlay on international value.
weight 0.201% → 0.237% (+0.036 pp)·stock up 2.4% in the 30 days before
Jun 15·entry $10.94·now $11.05Fresh
+1.01%
since Jun 15
AIVI · Weight increase · 2d
Eaton Vance Municipal Income Tr (EVN) currently trades at $10.91, positioning it at 97% of its $11.23 52-week high, following a 5.0% price increase over the last 30 days, which contrasts with its 90-day return of 0.6% and 1-year return of 6.9%. WisdomTree's AIVI, an AI-managed ETF targeting value factors, increased its EVN allocation from 0.2011% to 0.2171% between June 10th and 12th. This specific move indicates the AI's selection process, which includes periodic rebalancing, likely identified EVN's income characteristics or perceived value metrics despite its proximity to the 52-week high and its nature as a US municipal income trust. The AI's decision suggests its algorithms may interpret "developed-market value" broadly, prioritizing intrinsic value or yield opportunities that align with its overall strategy, even if it means including assets like EVN that fall outside a rigid definition of international stocks.
weight 0.201% → 0.217% (+0.016 pp)·stock up 1.4% in the 30 days before
Jun 12·entry $10.91·now $11.05Fresh
+1.28%
since Jun 12
AIVI · Weight decrease · 4d
Eaton Vance Municipal Income Tr (EVN) recently traded at $10.86, hovering at 97% of its 52-week high after a strong 30-day return of +4.6%. For AIVI, which employs an AI overlay to select value-factor opportunities, this price trajectory likely shifted EVN's appeal away from a traditional value proposition. As EVN approached its annual peak, the AI's periodic rebalancing mechanism appears to have systematically reduced exposure, reflecting a diminished alignment with its selection criteria. This resulted in consecutive weight decreases for EVN, moving from 0.2385% to 0.2011% between June 3rd and June 10th. The AI's decision signals that its algorithm perceived a decrease in relative value for EVN following its recent ascent.
weight 0.238% → 0.201% (-0.037 pp)·stock up 1.9% in the 30 days before
Jun 10·entry $10.86·now $11.05
+1.75%
since Jun 10
AIVI · Weight decrease · 3d
AIVI, managed by WisdomTree, employs an AI selection method to curate a portfolio of approximately 100 international developed-market value stocks, with rebalancing occurring periodically. The consecutive weight decrease detected for EVN suggests the AI's continuous evaluation has identified a deviation from its targeted international value-factor pool. Although EVN shows a positive 30-day return of +3.1%, its current valuation at 96% of its 52-week high may reduce its appeal within an AI system prioritizing undervalued securities. This active de-weighting indicates the AI is systematically adjusting the allocation to securities that no longer align with the fund's specific international value style.
weight 0.239% → 0.221% (-0.017 pp)·stock up 0.6% in the 30 days before
Jun 8·entry $10.66·now $11.05
+3.66%
since Jun 8
AIVI · Weight decrease · 2d
weight 0.238% → 0.224% (-0.015 pp)·stock up 1.9% in the 30 days before
Jun 5·entry $10.74·now $11.05
+2.89%
since Jun 5
AIVI · Weight decrease · 2d
EVN currently trades at $10.75, residing near 96% of its 52-week high of $11.23, following a modest 1.3% return over the past 30 days and 4.1% over a year. Given AIVI's strategy of AI selection within an international developed-market value-factor pool, this price level likely indicates a reduced value proposition for the Eaton Vance Municipal Income Tr. The AI overlay within the WisdomTree ETF appears to have identified that EVN, trading at the upper end of its recent range, no longer meets its specific value criteria as strongly. The consecutive weight decreases observed from May 13 through May 15, moving from 0.2555% to 0.2376%, suggest the AI is systematically rebalancing exposure to this financial asset as its valuation metrics shift away from the fund's international value mandate.
weight 0.256% → 0.238% (-0.018 pp)·stock up 0.2% in the 30 days before
May 15·entry $10.60·now $11.05
+4.25%
since May 15
AIVI · Weight increase · 2d
The AI ETF's sustained weight increase in EVN, a municipal income trust, strongly suggests a strategic move towards income generation and portfolio stability, potentially driven by perceived value in municipal bonds or a shift to a more defensive posture. For retail investors, this pattern indicates that municipal bonds might offer attractive tax-advantaged income and diversification benefits, warranting consideration of their own fixed-income allocation and risk profile.
weight 0.247% → 0.256% (+0.009 pp)·stock up 1.8% in the 30 days before
May 13·entry $10.76·now $11.05Drifting
+2.70%
since May 13
AIVI · Weight increase · 2d
The AI ETF likely increased its weight in EVN, a municipal income trust, to bolster income generation and reduce overall portfolio volatility, potentially anticipating market shifts or capitalizing on specific municipal bond market opportunities. This sustained accumulation suggests the AI perceives a strong fundamental case or a defensive shift in market sentiment. For retail investors, this action serves as a prompt to assess their own portfolio's income exposure and risk diversification, considering if their strategy aligns with a potential broader market move towards stability and yield.
weight 0.233% → 0.249% (+0.017 pp)·stock up 0.7% in the 30 days before
May 7·entry $10.60·now $11.05Drifting
+4.25%
since May 7
AIVI · Weight increase · 2d
The AI likely increased EVN's weight due to its role as a municipal income trust, offering stable, tax-exempt income, potentially indicating a defensive or income-focused strategy in the current market environment. This consecutive increase suggests the AI is either gradually scaling into a position or responding to continuously favorable signals regarding municipal bond market conditions or yield attractiveness. For retail investors, this highlights the value of considering specialized income-generating assets like municipal bonds for portfolio diversification, stability, and tax advantages, particularly when AI funds prioritize such characteristics.
weight 0 → 0.235% (new)·stock down 1.2% in the 30 days before
May 4·entry $10.27·now $11.05Drifting
+7.59%
since May 4
AIVI · New entry · 1d
The AI likely added EVN, a municipal income trust, to introduce income stability and potential tax benefits into the ETF's portfolio, suggesting the algorithm identified favorable conditions for fixed-income assets or aimed to diversify away from higher-volatility holdings. For retail investors, this highlights the importance of considering income-generating, tax-efficient assets like municipal bonds for portfolio diversification and stability, even within an AI-driven strategy.
weight 0 → 0.233% (new)·stock down 0.4% in the 30 days before
May 1·entry $10.39·now $11.05Drifting
+6.35%
since May 1
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.