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WisdomTree Artificial Intelligence and Innovation Fund

93 hedge funds and large institutions have $62.4M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
24
Closed
12
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$529K +$17.2K +699 +3%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$472K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$448K -$25.4K -1,035 -5%
Creative Planning
29
Creative Planning
Kansas
$447K +$27K +1,099 +6%
GS
30
GWN Securities
Florida
$423K -$3.07M -125,025 -88%
Osaic Holdings
31
Osaic Holdings
Arizona
$401K -$400K -18,104 -50%
FHWM
32
Fox Hill Wealth Management
Massachusetts
$390K -$3.64K -148 -0.9%
SM
33
Sweeney & Michel
California
$385K +$4.87K +200 +1%
IA
34
Integrity Alliance
Iowa
$374K -$498K -20,284 -57%
WPW
35
Waldron Private Wealth
Pennsylvania
$373K +$103K +4,175 +38%
KPWS
36
Kestra Private Wealth Services
Texas
$364K +$61.4K +2,500 +20%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$363K -$10.6K -431 -3%
BMCM
38
Bryn Mawr Capital Management
Pennsylvania
$324K
AFP
39
Ausdal Financial Partners
Iowa
$318K +$318K +12,934 New
AAS
40
Avantax Advisory Services
Texas
$311K +$40.4K +1,644 +15%
CSP
41
Cary Street Partners
Virginia
$307K +$307K +12,489 New
BAM
42
Belpointe Asset Management
Nevada
$305K +$3.88K +158 +1%
SPIA
43
Steward Partners Investment Advisory
New York
$297K -$29.7K -1,209 -9%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$287K +$20.8K +846 +8%
TCA
45
Transcend Capital Advisors
New Jersey
$254K -$6.14K -250 -2%
VA
46
Valmark Advisers
Ohio
$254K +$254K +10,336 New
KFI
47
Key Financial Inc
Pennsylvania
$232K
Lido Advisors
48
Lido Advisors
California
$230K +$230K +9,358 New
WWM
49
Western Wealth Management
Colorado
$226K +$226K +9,202 New
GWM
50
Geneos Wealth Management
Colorado
$224K -$224K -9,125 -50%