WisdomTree Artificial Intelligence and Innovation Fund
WTAI
34 hedge funds and large institutions have $53.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3,952% more capital invested
Capital invested by funds: $1.33M → $53.8M (+$52.5M)
2,900% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 1
580% more funds holding
Funds holding: 5 → 34 (+29)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
33.91% more ownership
Funds ownership: 15.13% → 49.05% (+34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.2M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.1M |
| 3 |
Goldman Sachs
New York
|
+$7.47M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.38M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$27.2K |
| 2 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$750 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
26
UMB Bank
Kansas City,
Missouri
| $14.7K | +$13.4K | +770 | New |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $10.5K | +$9.59K | +550 | New |
|
|
CWP
28
Concord Wealth Partners
Abingdon,
Virginia
| $9.57K | +$8.76K | +502 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $6.2K | +$5.67K | +325 | New |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $5.91K | +$5.41K | +310 | New |
|
|
ACM
31
Antonetti Capital Management
Naples,
Florida
| $3.24K | +$2.96K | +170 | New |
|
|
WP
32
WealthPLAN Partners
Omaha,
Nebraska
| $2.63K | +$2.41K | +138 | New |
|
|
SHIM
33
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $1.91K | -$750 | -43 | -30% |
|
|
CSC
34
Caldwell Sutter Capital
Sausalito,
California
| $1.91K | +$1.74K | +100 | New |
|
|
35
UBS Group
Zurich,
Switzerland
| – | -$27.2K | -1,551 | Closed |
|
WTAI Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q2 2023, worth a combined $53.8M — up 3,952% from $1.33M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WTAI positions and 1 closed out — a net gain of 29 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $11.2M. The largest seller was UBS Group, exiting entirely with an estimated $27.2K sold.
- 34 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $53.8M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q2 2023, up 3,952% quarter-over-quarter.
- 30 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q2 2023 and 1 closed out, a net change of +29 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q2 2023 was Kestra Advisory Services, an estimated $11.2M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q2 2023 was UBS Group, an estimated $27.2K sold.
Based on aggregated 13F filings for Q2 2023.