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WisdomTree Artificial Intelligence and Innovation Fund

93 hedge funds and large institutions have $62.4M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
24
Closed
12
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$9.77M +$385K +15,670 +4%
ASN
2
Advisory Services Network
Georgia
$7.31M -$354K -13,905 -5%
KAS
3
Kestra Advisory Services
Texas
$3.44M -$206K -8,377 -6%
Bank of America
4
Bank of America
North Carolina
$3.22M +$754K +30,689 +31%
Raymond James Financial
5
Raymond James Financial
Florida
$3.17M -$1.05M -42,945 -25%
PFS
6
Prospera Financial Services
Texas
$2.51M +$113K +4,589 +5%
Truist Financial
7
Truist Financial
North Carolina
$2.49M -$118K -4,816 -5%
AF
8
Advisornet Financial
Minnesota
$1.75M +$16.2K +661 +0.9%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.6M +$61.1K +2,489 +4%
OIM
10
Orca Investment Management
Oregon
$1.57M -$190K -7,732 -11%
Ameriprise
11
Ameriprise
Minnesota
$1.54M +$1.22M +49,627 +384%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.37M -$161K -6,540 -11%
PAG
13
Private Advisor Group
New Jersey
$1.33M +$265K +10,807 +25%
WA
14
Waddell & Associates
Tennessee
$1.31M -$10.3K -420 -0.8%
PWM
15
Perigon Wealth Management
California
$1.13M -$86K -3,501 -7%
Stifel Financial
16
Stifel Financial
Missouri
$1.06M -$27.3K -1,111 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.06M +$112K +4,555 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.05M -$5.04K -205 -0.5%
NL
19
NWAM LLC
Washington
$1.02M +$63.8K +2,471 +7%
CFP
20
Cascade Financial Partners
California
$934K +$51K +2,076 +6%
IA
21
Insight Advisors
Pennsylvania
$728K +$57.2K +2,327 +9%
AA
22
Armis Advisers
Georgia
$675K -$12.4K -505 -2%
CFD
23
Creative Financial Designs
Indiana
$579K +$257K +10,452 +80%
MML Investors Services
24
MML Investors Services
Massachusetts
$544K +$79.3K +3,231 +17%
IAN
25
Integrated Advisors Network
Texas
$530K +$37.6K +1,531 +8%