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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

89 hedge funds and large institutions have $106M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $84.1M → $106M (+$21.4M)

11% more funds holding

Funds holding: 80 → 89 (+9)

2.04% more ownership

Funds ownership: 34.02% → 36.06% (+2%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% 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
30
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$14.9M
2
Bank of America
Bank of America
North Carolina
+$2.51M
3
LPL Financial
LPL Financial
California
+$1.87M
4
RJA
Raymond James & Associates
Florida
+$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
3
KWM
Kingsview Wealth Management
Oregon
-$432K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$360K
5
MSAM
Moloney Securities Asset Management
Missouri
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$488K +$469K +23,362 New
PWM
27
Provident Wealth Management
Tennessee
$487K -$136K -6,749 -22%
Ameriprise
28
Ameriprise
Minnesota
$439K +$422K +21,030 New
Osaic Holdings
29
Osaic Holdings
Arizona
$437K -$227K -11,287 -35%
MWAM
30
Manhattan West Asset Management
California
$428K -$14.4K -718 -3%
FHA
31
Flagship Harbor Advisors
Massachusetts
$425K +$93.4K +4,649 +30%
Creative Planning
32
Creative Planning
Kansas
$408K +$106K +5,263 +37%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$361K -$179K -8,926 -34%
FHWM
34
Fox Hill Wealth Management
Massachusetts
$360K +$1.25K +62 +0.4%
SM
35
Sweeney & Michel
California
$335K +$42.8K +2,130 +16%
IA
36
Insight Advisors
Pennsylvania
$329K +$87.4K +4,355 +38%
MWM
37
Merriman Wealth Management
Washington
$305K +$62.8K +3,129 +27%
KA
38
Kovack Advisors
Florida
$288K +$276K +13,769 New
AWA
39
Acorn Wealth Advisors
Michigan
$274K +$264K +13,124 New
KPWS
40
Kestra Private Wealth Services
Texas
$241K +$232K +11,540 New
WWM
41
Western Wealth Management
Colorado
$238K -$2.31K -115 -1%
UCFA
42
United Capital Financial Advisors
Texas
$236K +$227K +11,300 New
WAAG
43
Wealth Alliance Advisory Group
Kansas
$229K – – –
TCA
44
Transcend Capital Advisors
New Jersey
$215K +$207K +10,299 New
HHGA
45
Halbert Hargrove Global Advisors
California
$205K -$5.18K -258 -3%
AAS
46
Avantax Advisory Services
Texas
$201K +$193K +9,633 New
KFI
47
Key Financial Inc
Pennsylvania
$198K +$28.4K +1,415 +18%
GWM
48
Geneos Wealth Management
Colorado
$196K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$181K +$66K +3,285 +61%
IAIM
50
International Assets Investment Management
Florida
$146K +$140K +6,965 New
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WTAI Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q2 2024, worth a combined $106M — up 25% from $84.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WTAI positions and 11 closed out — a net gain of 12 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $14.9M. The largest seller was Kestra Advisory Services, cutting an estimated $4.99M.

  • 89 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $106M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q2 2024, up 25% quarter-over-quarter.
  • 23 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q2 2024 and 11 closed out, a net change of +12 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q2 2024 was Hennion & Walsh Asset Management, an estimated $14.9M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q2 2024 was Kestra Advisory Services, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2024.