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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

80 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 23 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $69.3M → $84.1M (+$14.8M)

18% more funds holding

Funds holding: 68 → 80 (+12)

1.03% less ownership

Funds ownership: 35.05% → 34.02% (-1%)

50% less call options, than puts

Call options by funds: $2K | Put options by funds: $4K

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
27
Reduced
9
Closed
10
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.31M
2
RJA
Raymond James & Associates
Florida
+$3.16M
3
SWP
Stratos Wealth Partners
Ohio
+$2.96M
4
LPL Financial
LPL Financial
California
+$1.59M
5
AF
Advisornet Financial
Minnesota
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
2
Jane Street
Jane Street
New York
-$2.19M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.57M
4
BAM
Belpointe Asset Management
Nevada
-$467K
5
ASN
Advisory Services Network
Georgia
-$375K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
26
First Command Advisory Services
Texas
$444K +$34.3K +1,662 +83%
MWAM
27
Manhattan West Asset Management
California
$441K +$438K +21,220 New
KWM
28
Kingsview Wealth Management
Oregon
$432K +$67.7K +3,280 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$412K -$51.7K -2,504 -11%
Jane Street
30
Jane Street
New York
$368K -$2.19M -106,253 -86%
FHWM
31
Fox Hill Wealth Management
Massachusetts
$356K +$354K +17,150 New
MSAM
32
Moloney Securities Asset Management
Missouri
$346K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$326K +$325K +15,712 New
Creative Planning
34
Creative Planning
Kansas
$296K +$294K +14,256 New
SM
35
Sweeney & Michel
California
$272K +$278K +13,460 New
WWM
36
Western Wealth Management
Colorado
$239K +$237K +11,493 New
MWM
37
Merriman Wealth Management
Washington
$239K +$237K +11,490 New
CAN
38
Cetera Advisor Networks
California
$238K +$236K +11,446 New
IA
39
Insight Advisors
Pennsylvania
$237K +$236K +11,414 New
WAAG
40
Wealth Alliance Advisory Group
Kansas
$227K +$867 +42 +0.4%
HHGA
41
Halbert Hargrove Global Advisors
California
$209K +$208K +10,071 New
MAG
42
MRA Advisory Group
New Jersey
$201K -$20.7K -1,000 -9%
GWM
43
Geneos Wealth Management
Colorado
$195K – – –
KFI
44
Key Financial Inc
Pennsylvania
$167K +$62.4K +3,020 +60%
SAM
45
Smartleaf Asset Management
Massachusetts
$135K +$2.11K +102 +2%
SPIA
46
Steward Partners Investment Advisory
New York
$112K +$38.4K +1,860 +53%
AF
47
Allworth Financial
California
$83.5K +$83K +4,021 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$58.5K +$58K +2,810 New
SFC
49
SYM Financial Corp
Indiana
$57.8K +$21 +1 +0%
HI
50
Harbour Investments
Wisconsin
$50.1K +$6.22K +301 +14%
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WTAI Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2024, worth a combined $84.1M — up 21% from $69.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WTAI positions and 10 closed out — a net gain of 13 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $4.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.54M sold.

  • 80 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $84.1M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2024, up 21% quarter-over-quarter.
  • 23 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2024 and 10 closed out, a net change of +13 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2024 was Bank of America, an estimated $4.31M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2024 was Susquehanna International Group, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2024.