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WisdomTree Artificial Intelligence and Innovation Fund

94 hedge funds and large institutions have $63M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
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
$241K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$224K
SAM
52
Sherman Asset Management
California
$224K
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$221K
PWM
54
Provident Wealth Management
Tennessee
$212K
SAM
55
Smartleaf Asset Management
Massachusetts
$173K
UBS Group
56
UBS Group
Switzerland
$153K
HHGA
57
Halbert Hargrove Global Advisors
California
$137K
Morgan Stanley
58
Morgan Stanley
New York
$127K
AF
59
Allworth Financial
California
$100K
Barclays
60
Barclays
United Kingdom
$98K
AWM
61
AllSquare Wealth Management
New York
$93.9K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$73.3K
LFG
63
Larson Financial Group
Missouri
$61.4K
FCAS
64
First Command Advisory Services
Texas
$49.1K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$49.1K
AAP
66
Arax Advisory Partners
Colorado
$46.7K
FFA
67
Farther Finance Advisors
California
$44.2K
AWM
68
AE Wealth Management
Kansas
$43.7K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$38.2K
MCM
70
MAI Capital Management
Ohio
$26.3K
PWMG
71
Prestige Wealth Management Group
New Jersey
$25.8K
EWM
72
EPG Wealth Management
Georgia
$24.6K
JFA
73
JNBA Financial Advisors
Minnesota
$24.6K
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$19.9K
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$16K