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WisdomTree Artificial Intelligence and Innovation Fund

104 hedge funds and large institutions have $104M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
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
$317K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Evanson Asset Management
California
$273K
Cerity Partners
52
Cerity Partners
New York
$270K
GWM
53
Geneos Wealth Management
Colorado
$261K
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$256K
WWM
55
Western Wealth Management
Colorado
$255K
GS
56
GWN Securities
Florida
$244K
SWM
57
SeaCrest Wealth Management
New York
$243K
PWM
58
Provident Wealth Management
Tennessee
$241K
WHCI
59
W.H. Cornerstone Investments
Massachusetts
$235K
CCA
60
Clearwater Capital Advisors
Illinois
$222K
AI
61
Atria Investments
North Carolina
$222K
ATPW
62
Ashton Thomas Private Wealth
Arizona
$215K
HighTower Advisors
63
HighTower Advisors
Illinois
$212K
SAM
64
Smartleaf Asset Management
Massachusetts
$201K
HHGA
65
Halbert Hargrove Global Advisors
California
$194K
FCAS
66
First Command Advisory Services
Texas
$169K
Morgan Stanley
67
Morgan Stanley
New York
$157K
SAM
68
Sherman Asset Management
California
$142K
WANY
69
Wealthspire Advisors (New York)
New York
$131K
AF
70
Allworth Financial
California
$120K
Barclays
71
Barclays
United Kingdom
$114K
Simplex Trading
72
Simplex Trading
Illinois
$88K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$85.2K
LFG
74
Larson Financial Group
Missouri
$71.4K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$57.1K