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WisdomTree Artificial Intelligence and Innovation Fund

81 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 24 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
27
Reduced
9
Closed
10
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
51
PSI Advisors
Florida
$37K +$5.09K +245 +16%
IFAM
52
Institutional & Family Asset Management
Colorado
$34.7K +$34.7K +1,672 New
SHIM
53
Stone House Investment Management
Pennsylvania
$29.1K +$29.1K +1,400 New
Morgan Stanley
54
Morgan Stanley
New York
$26K -$20.8K -999 -44%
CHA
55
Carmichael Hill & Associates
Maryland
$22.2K
PWMG
56
Prestige Wealth Management Group
New Jersey
$21.8K
JFA
57
JNBA Financial Advisors
Minnesota
$20.8K
EWM
58
EPG Wealth Management
Georgia
$20.8K
SWM
59
Spire Wealth Management
Virginia
$20.8K +$16.5K +794 +385%
UB
60
UMB Bank
Missouri
$16K
AA
61
Ancora Advisors
Ohio
$15.6K
RFA
62
Register Financial Advisors
Georgia
$14.5K +$14.5K +700 New
MSG
63
Main Street Group
Virginia
$13.7K +$13.7K +660 New
WCAMG
64
Woodard & Company Asset Management Group
North Carolina
$13.5K
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$12.5K -$3.37K -162 -21%
CA
66
Centerpoint Advisors
Massachusetts
$12K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$11.2K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$10.8K +$10.2K +491 +1,693%
CA
69
CoreCap Advisors
Michigan
$10.5K +$10.5K +507 New
ACA
70
Aptus Capital Advisors
Alabama
$6.96K +$6.96K +335 New
DZ Bank
71
DZ Bank
Germany
$6.25K +$6.25K +300 New
HCM
72
Highlander Capital Management
New Jersey
$5.71K
SA
73
Scarborough Advisors
Maryland
$5.71K
GEA
74
Glen Eagle Advisors
New Jersey
$5.61K
AA
75
AlphaMark Advisors
Kentucky
$5K