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WisdomTree Artificial Intelligence and Innovation Fund

87 hedge funds and large institutions have $73.3M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
26
Closed
17
Calls
$4K
Puts
$20K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Allworth Financial
California
$80.1K
Morgan Stanley
52
Morgan Stanley
New York
$59.4K -$20 -1 -0%
AWM
53
AllSquare Wealth Management
New York
$57.8K +$15.2K +761 +36%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$56K -$9.67K -485 -15%
LFG
55
Larson Financial Group
Missouri
$49.8K
HI
56
Harbour Investments
Wisconsin
$47.6K +$4.48K +225 +10%
PA
57
PSI Advisors
Florida
$46.4K -$4.1K -206 -8%
FCAS
58
First Command Advisory Services
Texas
$39.9K
AAP
59
Arax Advisory Partners
Colorado
$24.5K +$24.5K +1,228 New
CHA
60
Carmichael Hill & Associates
Maryland
$21.3K
PWMG
61
Prestige Wealth Management Group
New Jersey
$20.9K
JFA
62
JNBA Financial Advisors
Minnesota
$19.9K
EWM
63
EPG Wealth Management
Georgia
$19.9K +$19.9K +1,000 New
HIA
64
Harbor Investment Advisory
Maryland
$19.2K
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$13K
CA
66
Centerpoint Advisors
Massachusetts
$11K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$9.29K +$9.29K +466 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$8K +$8K +400 New
MA
69
MCF Advisors
Kentucky
$7.97K +$7.97K +400 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$7.67K -$30.5K -1,528 -80%
HI
71
Hoey Investments
Pennsylvania
$6.27K
NA
72
NewEdge Advisors
Louisiana
$6.27K
WAG
73
Wiser Advisor Group
Arizona
$6.18K +$3.99K +200 +182%
GEA
74
Glen Eagle Advisors
New Jersey
$5.38K
Simplex Trading
75
Simplex Trading
Illinois
$5K -$14.2K -852 -74%