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WisdomTree Artificial Intelligence and Innovation Fund

89 hedge funds and large institutions have $105M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
29
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
26
Millennium Management
New York
$488K +$488K +23,362 New
PWM
27
Provident Wealth Management
Tennessee
$487K -$141K -6,749 -22%
Ameriprise
28
Ameriprise
Minnesota
$439K +$439K +21,030 New
Osaic Holdings
29
Osaic Holdings
Arizona
$437K -$236K -11,287 -35%
MWAM
30
Manhattan West Asset Management
California
$428K -$15K -718 -3%
Creative Planning
31
Creative Planning
Kansas
$408K +$110K +5,263 +37%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$361K -$186K -8,926 -34%
FHWM
33
Fox Hill Wealth Management
Massachusetts
$360K +$1.3K +62 +0.4%
SM
34
Sweeney & Michel
California
$335K +$45.8K +2,130 +16%
IA
35
Insight Advisors
Pennsylvania
$329K +$91K +4,355 +38%
MWM
36
Merriman Wealth Management
Washington
$305K +$65.4K +3,129 +27%
KA
37
Kovack Advisors
Florida
$288K +$288K +13,769 New
AWA
38
Acorn Wealth Advisors
Michigan
$274K +$274K +13,124 New
KPWS
39
Kestra Private Wealth Services
Texas
$241K +$241K +11,540 New
WWM
40
Western Wealth Management
Colorado
$238K -$2.4K -115 -1%
UCFA
41
United Capital Financial Advisors
Texas
$236K +$236K +11,300 New
WAAG
42
Wealth Alliance Advisory Group
Kansas
$229K
TCA
43
Transcend Capital Advisors
New Jersey
$215K +$215K +10,299 New
HHGA
44
Halbert Hargrove Global Advisors
California
$205K -$5.39K -258 -3%
AAS
45
Avantax Advisory Services
Texas
$201K +$201K +9,633 New
KFI
46
Key Financial Inc
Pennsylvania
$198K +$29.6K +1,415 +18%
GWM
47
Geneos Wealth Management
Colorado
$196K
SPIA
48
Steward Partners Investment Advisory
New York
$181K +$68.6K +3,285 +61%
IAIM
49
International Assets Investment Management
Florida
$146K +$146K +6,965 New
SAM
50
Smartleaf Asset Management
Massachusetts
$131K -$3.83K -184 -3%