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WisdomTree Artificial Intelligence and Innovation Fund

89 hedge funds and large institutions have $105M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
29
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PO
51
Private Ocean
California
$95.9K +$95.9K +4,590 New
AF
52
Allworth Financial
California
$82K
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$71.6K +$10.5K +485 +17%
Morgan Stanley
54
Morgan Stanley
New York
$62.3K +$36.2K +1,732 +138%
PA
55
PSI Advisors
Florida
$52.9K +$15.7K +751 +42%
LFG
56
Larson Financial Group
Missouri
$52.2K +$52.2K +2,500 New
HI
57
Harbour Investments
Wisconsin
$45.2K -$5.22K -250 -10%
AWM
58
AllSquare Wealth Management
New York
$44.6K +$44.6K +2,137 New
FCAS
59
First Command Advisory Services
Texas
$41.8K -$34.7K -1,662 -45%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$40K +$27.4K +1,313 +219%
IFAM
61
Institutional & Family Asset Management
Colorado
$34.9K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$33K +$21.7K +1,041 +194%
Wells Fargo
63
Wells Fargo
California
$25.5K +$25.5K +1,222 New
Simplex Trading
64
Simplex Trading
Illinois
$24K +$24K +1,153 New
CHA
65
Carmichael Hill & Associates
Maryland
$22.4K
PWMG
66
Prestige Wealth Management Group
New Jersey
$21.9K
EWM
67
EPG Wealth Management
Georgia
$20.9K -$20.8K -1,000 Closed
JFA
68
JNBA Financial Advisors
Minnesota
$20.9K
HIA
69
Harbor Investment Advisory
Maryland
$20.2K +$20.2K +965 New
RFA
70
Register Financial Advisors
Georgia
$14.6K
MSG
71
Main Street Group
Virginia
$13.8K
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$13.6K
AA
73
Ancora Advisors
Ohio
$13.3K -$2.34K -112 -15%
CA
74
Centerpoint Advisors
Massachusetts
$12K
SWM
75
Spire Wealth Management
Virginia
$10.4K -$10.4K -500 -50%