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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 %
SAM
51
Sherman Asset Management
California
$224K +$1.01K +41 +0.5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$221K +$221K +8,980 New
PWM
53
Provident Wealth Management
Tennessee
$212K +$212K +8,641 New
SAM
54
Smartleaf Asset Management
Massachusetts
$173K +$14.6K +599 +9%
UBS Group
55
UBS Group
Switzerland
$153K +$24.3K +988 +19%
HHGA
56
Halbert Hargrove Global Advisors
California
$137K -$83.5K -3,400 -38%
Morgan Stanley
57
Morgan Stanley
New York
$127K +$94.7K +3,854 +289%
AF
58
Allworth Financial
California
$100K
Barclays
59
Barclays
United Kingdom
$98K
AWM
60
AllSquare Wealth Management
New York
$93.9K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$73.3K -$4.91K -200 -6%
LFG
62
Larson Financial Group
Missouri
$61.4K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$49.1K
FCAS
64
First Command Advisory Services
Texas
$49.1K
AAP
65
Arax Advisory Partners
Colorado
$46.7K +$11.6K +472 +33%
FFA
66
Farther Finance Advisors
California
$44.2K
AWM
67
AE Wealth Management
Kansas
$43.7K
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$38.2K
MCM
69
MAI Capital Management
Ohio
$26.3K
PWMG
70
Prestige Wealth Management Group
New Jersey
$25.8K
JFA
71
JNBA Financial Advisors
Minnesota
$24.6K
EWM
72
EPG Wealth Management
Georgia
$24.6K
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$19.9K +$19.9K +810 New
WCAMG
74
Woodard & Company Asset Management Group
North Carolina
$16K
HI
75
Harbour Investments
Wisconsin
$15.4K