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WisdomTree Artificial Intelligence and Innovation Fund

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
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$315K +$315K +15,223 New
WAAG
27
Wealth Alliance Advisory Group
Kansas
$226K
MAG
28
MRA Advisory Group
New Jersey
$221K -$2.06M -99,470 -90%
Mariner
29
Mariner
Kansas
$215K +$215K +10,386 New
GWM
30
Geneos Wealth Management
Colorado
$194K +$12.4K +600 +7%
WSC
31
Wellington Shields & Co
New York
$176K +$176K +8,500 New
SAM
32
Smartleaf Asset Management
Massachusetts
$134K +$134K +6,388 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$118K +$115K +5,584 +4,017%
KFI
34
Key Financial Inc
Pennsylvania
$104K
PO
35
Private Ocean
California
$95K +$95K +4,590 New
WSCM
36
Wellington Shields Capital Management
New York
$93.1K +$93.1K +4,500 New
SPIA
37
Steward Partners Investment Advisory
New York
$72.7K +$3.44K +166 +5%
SFC
38
SYM Financial Corp
Indiana
$57.6K +$124 +6 +0.2%
Morgan Stanley
39
Morgan Stanley
New York
$46.6K +$46.6K +2,250 New
HI
40
Harbour Investments
Wisconsin
$43.7K +$83 +4 +0.2%
FCAS
41
First Command Advisory Services
Texas
$41.4K -$27.5K -1,330 -40%
PA
42
PSI Advisors
Florida
$31.8K +$28.5K +1,378 +861%
CHA
43
Carmichael Hill & Associates
Maryland
$22.2K +$22.2K +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 -$42.2K -2,079 -69%
UB
48
UMB Bank
Missouri
$15.9K
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$15.8K +$15.8K +762 New
AA
50
Ancora Advisors
Ohio
$15.5K