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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

68 hedge funds and large institutions have $69.3M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

19% more funds holding

Funds holding: 57 → 68 (+11)

12% more capital invested

Capital invested by funds: $62M → $69.3M (+$7.24M)

7.57% less ownership

Funds ownership: 42.62% → 35.05% (-7.6%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.5M
2
RJA
Raymond James & Associates
Florida
+$2.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.03M
4
PFS
Prospera Financial Services
Texas
+$1.69M
5
Stifel Financial
Stifel Financial
Missouri
+$949K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.98M
3
MAG
MRA Advisory Group
New Jersey
-$1.81M
4
KAS
Kestra Advisory Services
Texas
-$856K
5
FTUS
Flow Traders U.S.
New York
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$315K +$277K +15,223 New
WAAG
27
Wealth Alliance Advisory Group
Kansas
$226K – – –
MAG
28
MRA Advisory Group
New Jersey
$221K -$1.81M -99,470 -90%
Mariner
29
Mariner
Kansas
$215K +$189K +10,386 New
GWM
30
Geneos Wealth Management
Colorado
$194K +$10.9K +600 +7%
WSC
31
Wellington Shields & Co
New York
$176K +$155K +8,500 New
SAM
32
Smartleaf Asset Management
Massachusetts
$134K +$116K +6,388 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$118K +$102K +5,584 +4,017%
KFI
34
Key Financial Inc
Pennsylvania
$104K – – –
PO
35
Private Ocean
California
$95K +$83.6K +4,590 New
WSCM
36
Wellington Shields Capital Management
New York
$93.1K +$82K +4,500 New
SPIA
37
Steward Partners Investment Advisory
New York
$72.7K +$3.02K +166 +5%
SFC
38
SYM Financial Corp
Indiana
$57.6K +$109 +6 +0.2%
Morgan Stanley
39
Morgan Stanley
New York
$46.6K +$41K +2,250 New
HI
40
Harbour Investments
Wisconsin
$43.7K +$73 +4 +0.2%
FCAS
41
First Command Advisory Services
Texas
$41.4K -$24.2K -1,330 -40%
PA
42
PSI Advisors
Florida
$31.8K +$25.1K +1,378 +861%
CHA
43
Carmichael Hill & Associates
Maryland
$22.2K +$19.5K +1,071 New
PWMG
44
Prestige Wealth Management Group
New Jersey
$21.7K – – –
EWM
45
EPG Wealth Management
Georgia
$20.9K – – –
JFA
46
JNBA Financial Advisors
Minnesota
$20.7K – – –
Simplex Trading
47
Simplex Trading
Illinois
$19K -$37.9K -2,079 -69%
UB
48
UMB Bank
Missouri
$15.9K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$15.8K +$13.9K +762 New
AA
50
Ancora Advisors
Ohio
$15.5K – – –
1
2
3

WTAI Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q4 2023, worth a combined $69.3M — up 12% from $62M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WTAI positions and 6 closed out — a net gain of 13 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.5M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 68 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $69.3M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q4 2023, up 12% quarter-over-quarter.
  • 19 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $2.5M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q4 2023 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.