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WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $74.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
24
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$393K +$78.3K +3,561 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$391K +$4.66K +212 +1%
Creative Planning
28
Creative Planning
Kansas
$371K -$24.9K -1,134 -6%
FHWM
29
Fox Hill Wealth Management
Massachusetts
$361K -$5.26K -239 -1%
EE
30
EWG Elevate
California
$339K +$339K +15,426 New
MWM
31
Merriman Wealth Management
Washington
$335K +$35.5K +1,612 +12%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$334K -$390K -17,705 -54%
AWA
33
Acorn Wealth Advisors
Michigan
$291K +$2.02K +92 +0.7%
BMCM
34
Bryn Mawr Capital Management
Pennsylvania
$290K
SPIA
35
Steward Partners Investment Advisory
New York
$276K +$27.5K +1,248 +11%
Ameriprise
36
Ameriprise
Minnesota
$251K +$251K +11,388 New
UCFA
37
United Capital Financial Advisors
Texas
$249K
PWM
38
Provident Wealth Management
Tennessee
$249K -$96K -4,364 -28%
WAAG
39
Wealth Alliance Advisory Group
Kansas
$241K
TCA
40
Transcend Capital Advisors
New Jersey
$236K +$4.2K +191 +2%
AF
41
Apexium Financial
Texas
$235K +$235K +10,666 New
Lido Advisors
42
Lido Advisors
California
$228K +$228K +10,376 New
KPWS
43
Kestra Private Wealth Services
Texas
$214K -$48.2K -2,190 -18%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$211K +$211K +9,574 New
HHGA
45
Halbert Hargrove Global Advisors
California
$211K +$211K +9,570 New
KFI
46
Key Financial Inc
Pennsylvania
$208K
GWM
47
Geneos Wealth Management
Colorado
$206K
GS
48
GWN Securities
Florida
$202K +$202K +8,527 New
SAM
49
Sherman Asset Management
California
$199K +$199K +9,035 New
SAM
50
Smartleaf Asset Management
Massachusetts
$139K -$2.31K -104 -2%