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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

68 hedge funds and large institutions have $69.3M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

19% more funds holding

Funds holding: 57 → 68 (+11)

12% more capital invested

Capital invested by funds: $62M → $69.3M (+$7.24M)

7.57% less ownership

Funds ownership: 42.62% → 35.05% (-7.6%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.5M
2
RJA
Raymond James & Associates
Florida
+$2.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.03M
4
PFS
Prospera Financial Services
Texas
+$1.69M
5
Stifel Financial
Stifel Financial
Missouri
+$949K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.98M
3
MAG
MRA Advisory Group
New Jersey
-$1.81M
4
KAS
Kestra Advisory Services
Texas
-$856K
5
FTUS
Flow Traders U.S.
New York
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$14.7K – – –
WCAMG
52
Woodard & Company Asset Management Group
North Carolina
$13.4K -$91 -5 -0.8%
CA
53
Centerpoint Advisors
Massachusetts
$12K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$11.1K – – –
HCM
55
Highlander Capital Management
New Jersey
$5.69K – – –
SA
56
Scarborough Advisors
Maryland
$5.69K +$5.01K +275 New
GEA
57
Glen Eagle Advisors
New Jersey
$5.59K – – –
AA
58
AlphaMark Advisors
Kentucky
$5K – – –
NA
59
NewEdge Advisors
Louisiana
$4.44K – – –
SWM
60
Spire Wealth Management
Virginia
$4.18K +$3.75K +206 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FFA
62
Farther Finance Advisors
California
$3.39K +$2.99K +164 New
CSC
63
Caldwell Sutter Capital
California
$2.07K – – –
MIA
64
MeadowBrook Investment Advisors
Michigan
$2.07K +$1.82K +100 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.07K +$1.82K +100 New
RA
66
Rise Advisors
New York
$1.24K +$1.09K +60 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$600 +$164 +9 +45%
CAS
68
Coppell Advisory Solutions
Texas
$41 +$36 +2 New
FTUS
69
Flow Traders U.S.
New York
– -$724K -41,547 Closed
AWM
70
AE Wealth Management
Kansas
– -$220K -12,612 Closed
HHGA
71
Halbert Hargrove Global Advisors
California
– -$176K -10,113 Closed
RFA
72
Register Financial Advisors
Georgia
– -$40.1K -2,300 Closed
CWP
73
Concord Wealth Partners
Virginia
– -$11.7K -670 Closed
SHIM
74
Stone House Investment Management
Pennsylvania
– -$1.74K -100 Closed
1 2
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WTAI Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q4 2023, worth a combined $69.3M — up 12% from $62M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WTAI positions and 6 closed out — a net gain of 13 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.5M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 68 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $69.3M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q4 2023, up 12% quarter-over-quarter.
  • 19 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $2.5M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q4 2023 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.