WisdomTree Artificial Intelligence and Innovation Fund
WTAI
80 hedge funds and large institutions have $84.1M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
21% more capital invested
Capital invested by funds: $69.3M → $84.1M (+$14.8M)
18% more funds holding
Funds holding: 68 → 80 (+12)
1.03% less ownership
Funds ownership: 35.05% → 34.02% (-1%)
50% less call options, than puts
Call options by funds: $2K | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.31M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.16M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.96M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.54M |
| 2 |
Jane Street
New York
|
-$2.19M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.57M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$467K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$375K |
WTAI Hedge Fund Activity: Q1 2024 in Review
80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2024, worth a combined $84.1M — up 21% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WTAI positions and 10 closed out — a net gain of 13 holders — while 27 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $4.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.54M sold.
- 80 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2024, up from 68 in Q4 2023.
- Funds reported $84.1M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2024, up 21% quarter-over-quarter.
- 23 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2024 and 10 closed out, a net change of +13 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2024 was Bank of America, an estimated $4.31M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2024 was Susquehanna International Group, an estimated $4.54M sold.
Based on aggregated 13F filings for Q1 2024.