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WisdomTree Artificial Intelligence and Innovation Fund

119 hedge funds and large institutions have $145M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$373K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
51
Bryn Mawr Capital Management
Pennsylvania
$379K
BAM
52
Belpointe Asset Management
Nevada
$360K
CSP
53
Cary Street Partners
Virginia
$327K
WWM
54
Western Wealth Management
Colorado
$320K
CA
55
COFG Advisors
Illinois
$307K
GWP
56
Gateway Wealth Partners
Wisconsin
$299K
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$296K
OFG
58
Oxford Financial Group
Indiana
$287K
EAM
59
Evanson Asset Management
California
$279K
KFI
60
Key Financial Inc
Pennsylvania
$276K
HighTower Advisors
61
HighTower Advisors
Illinois
$266K
GWM
62
Geneos Wealth Management
Colorado
$266K
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$262K
WHCI
64
W.H. Cornerstone Investments
Massachusetts
$244K
KA
65
Kovack Advisors
Florida
$235K
CCA
66
Clearwater Capital Advisors
Illinois
$234K
Cerity Partners
67
Cerity Partners
New York
$231K
AI
68
Atria Investments
North Carolina
$226K
ATPW
69
Ashton Thomas Private Wealth
Arizona
$222K
PWM
70
Provident Wealth Management
Tennessee
$220K
GS
71
GWN Securities
Florida
$200K
HHGA
72
Halbert Hargrove Global Advisors
California
$195K
Morgan Stanley
73
Morgan Stanley
New York
$195K
FHA
74
Flagship Harbor Advisors
Massachusetts
$191K
SAM
75
Smartleaf Asset Management
Massachusetts
$177K