WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

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
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1%
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

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.54M
2
RJA
Raymond James & Associates
Florida
$2.79M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.31M
4
PFS
Prospera Financial Services
Texas
$1.92M
5
Stifel Financial
Stifel Financial
Missouri
$1.44M

Top Sellers

1
Jane Street
Jane Street
New York
$2.56M
2
Osaic Holdings
Osaic Holdings
Arizona
$697K
3
MAG
MRA Advisory Group
New Jersey
$221K
4
KAS
Kestra Advisory Services
Texas
$13M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$14.7K – – –
WCAMG
52
Woodard & Company Asset Management Group
North Carolina
$13.4K -$103 -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 +$5.69K +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 +$4.18K +206 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FFA
62
Farther Finance Advisors
California
$3.39K +$3.39K +164 New
CSC
63
Caldwell Sutter Capital
California
$2.07K – – –
MIA
64
MeadowBrook Investment Advisors
Michigan
$2.07K +$2.07K +100 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.07K +$2.07K +100 New
RA
66
Rise Advisors
New York
$1.24K +$1.24K +60 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$600 +$186 +9 +45%
CAS
68
Coppell Advisory Solutions
Texas
$41 +$41 +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
3