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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$95K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$202K
KFI
52
Key Financial Inc
Pennsylvania
$180K
SAM
53
Sherman Asset Management
California
$172K
HHGA
54
Halbert Hargrove Global Advisors
California
$171K
SAM
55
Smartleaf Asset Management
Massachusetts
$126K
UBS Group
56
UBS Group
Switzerland
$99.6K
AWM
57
Accredited Wealth Management
Kentucky
$88.1K
AF
58
Allworth Financial
California
$78.9K
Barclays
59
Barclays
United Kingdom
$76K
AWM
60
AllSquare Wealth Management
New York
$72.6K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$60.5K
LFG
62
Larson Financial Group
Missouri
$47.5K
FCAS
63
First Command Advisory Services
Texas
$38K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$38K
CCM
65
Coldstream Capital Management
Washington
$36.9K
FFA
66
Farther Finance Advisors
California
$34.7K
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
Morgan Stanley
70
Morgan Stanley
New York
$25.3K
HIA
71
Harbor Investment Advisory
Maryland
$24K
MCM
72
MAI Capital Management
Ohio
$20.3K
PWMG
73
Prestige Wealth Management Group
New Jersey
$19.9K
EWM
74
EPG Wealth Management
Georgia
$19K
JFA
75
JNBA Financial Advisors
Minnesota
$19K