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WisdomTree Artificial Intelligence and Innovation Fund

90 hedge funds and large institutions have $54.7M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
51
Transcend Capital Advisors
New Jersey
$202K -$2.24K -118 -1%
KFI
52
Key Financial Inc
Pennsylvania
$180K
SAM
53
Sherman Asset Management
California
$172K +$760 +40 +0.4%
HHGA
54
Halbert Hargrove Global Advisors
California
$171K -$11K -580 -6%
SAM
55
Smartleaf Asset Management
Massachusetts
$126K +$4.87K +252 +4%
UBS Group
56
UBS Group
Switzerland
$99.6K +$71.1K +3,740 +249%
AWM
57
Accredited Wealth Management
Kentucky
$88.1K -$24.8K -1,305 -22%
AF
58
Allworth Financial
California
$78.9K +$14.9K +770 +23%
Barclays
59
Barclays
United Kingdom
$76K
AWM
60
AllSquare Wealth Management
New York
$72.6K +$8.27K +435 +13%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$60.5K +$51.6K +2,718 +583%
LFG
62
Larson Financial Group
Missouri
$47.5K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$38K
FCAS
64
First Command Advisory Services
Texas
$38K
CCM
65
Coldstream Capital Management
Washington
$36.9K +$36.9K +1,940 New
FFA
66
Farther Finance Advisors
California
$34.7K +$33.6K +1,745 +3,173%
AWM
67
AE Wealth Management
Kansas
$33.8K
AAP
68
Arax Advisory Partners
Colorado
$27.1K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$25.8K -$10.5K -635 -29%
Morgan Stanley
70
Morgan Stanley
New York
$25.3K -$19 -1 -0.1%
HIA
71
Harbor Investment Advisory
Maryland
$24K -$6.78K -357 -22%
MCM
72
MAI Capital Management
Ohio
$20.3K
PWMG
73
Prestige Wealth Management Group
New Jersey
$20K
JFA
74
JNBA Financial Advisors
Minnesota
$19K
EWM
75
EPG Wealth Management
Georgia
$19K