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WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $74.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
24
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Accredited Wealth Management
Kentucky
$131K +$131K +5,941 New
Barclays
52
Barclays
United Kingdom
$88K +$88K +4,000 New
AF
53
Allworth Financial
California
$79.5K -$16.8K -702 -17%
AWM
54
AllSquare Wealth Management
New York
$74.5K +$10.8K +490 +17%
LFG
55
Larson Financial Group
Missouri
$55K
HI
56
Harbour Investments
Wisconsin
$52.6K +$66 +3 +0.1%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$49.3K -$13.9K -620 -22%
FCAS
58
First Command Advisory Services
Texas
$44K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$44K +$44K +2,000 New
AWM
60
AE Wealth Management
Kansas
$39.1K +$39.1K +1,778 New
HIA
61
Harbor Investment Advisory
Maryland
$35.6K +$14.4K +654 +68%
UBS Group
62
UBS Group
Switzerland
$33K -$121K -5,482 -79%
AAP
63
Arax Advisory Partners
Colorado
$31.4K +$4.4K +200 +16%
Morgan Stanley
64
Morgan Stanley
New York
$29.4K -$36.3K -1,648 -55%
CFD
65
Creative Financial Designs
Indiana
$29.3K +$29.3K +1,333 New
T
66
Transce3nd
Texas
$27.8K +$27.8K +1,263 New
CFP
67
Comprehensive Financial Planning
Pennsylvania
$24.3K +$24.3K +1,104 New
MCM
68
MAI Capital Management
Ohio
$23.6K +$23.6K +1,071 New
PWMG
69
Prestige Wealth Management Group
New Jersey
$23.1K
JFA
70
JNBA Financial Advisors
Minnesota
$22K
EWM
71
EPG Wealth Management
Georgia
$22K
Jones Financial Companies
72
Jones Financial Companies
Missouri
$16K +$16K +727 New
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$14.3K
CA
74
Centerpoint Advisors
Massachusetts
$13K
PA
75
PSI Advisors
Florida
$10.7K -$40.4K -1,840 -79%