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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

81 hedge funds and large institutions have $84.1M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
9
Closed
10
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.34M
2
RJA
Raymond James & Associates
Florida
+$3.18M
3
SWP
Stratos Wealth Partners
Ohio
+$2.98M
4
LPL Financial
LPL Financial
California
+$1.6M
5
AF
Advisornet Financial
Minnesota
+$1.33M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
2
Jane Street
Jane Street
New York
-$2.21M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.57M
4
BAM
Belpointe Asset Management
Nevada
-$467K
5
ASN
Advisory Services Network
Georgia
-$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
26
First Command Advisory Services
Texas
$444K +$202K +1,662 +83%
MWAM
27
Manhattan West Asset Management
California
$441K +$441K +21,220 New
KWM
28
Kingsview Wealth Management
Oregon
$432K +$68.1K +3,280 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$412K -$52K -2,504 -11%
Jane Street
30
Jane Street
New York
$368K -$2.21M -106,253 -86%
FHWM
31
Fox Hill Wealth Management
Massachusetts
$356K +$356K +17,150 New
MSAM
32
Moloney Securities Asset Management
Missouri
$346K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$326K +$326K +15,712 New
Creative Planning
34
Creative Planning
Kansas
$296K +$296K +14,256 New
SM
35
Sweeney & Michel
California
$272K +$272K +13,460 New
WWM
36
Western Wealth Management
Colorado
$239K +$239K +11,493 New
MWM
37
Merriman Wealth Management
Washington
$239K +$239K +11,490 New
CAN
38
Cetera Advisor Networks
California
$238K +$238K +11,446 New
IA
39
Insight Advisors
Pennsylvania
$237K +$237K +11,414 New
WAAG
40
Wealth Alliance Advisory Group
Kansas
$227K +$872 +42 +0.4%
HHGA
41
Halbert Hargrove Global Advisors
California
$209K +$209K +10,071 New
MAG
42
MRA Advisory Group
New Jersey
$201K -$20.8K -1,000 -9%
GWM
43
Geneos Wealth Management
Colorado
$195K – – –
KFI
44
Key Financial Inc
Pennsylvania
$167K +$62.7K +3,020 +60%
SAM
45
Smartleaf Asset Management
Massachusetts
$135K +$2.12K +102 +2%
SPIA
46
Steward Partners Investment Advisory
New York
$112K +$38.6K +1,860 +53%
AF
47
Allworth Financial
California
$83.5K +$83.5K +4,021 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$58.5K +$58.5K +2,810 New
SFC
49
SYM Financial Corp
Indiana
$57.8K +$21 +1 +0%
HI
50
Harbour Investments
Wisconsin
$50.1K +$6.25K +301 +14%
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