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WisdomTree Artificial Intelligence and Innovation Fund

93 hedge funds and large institutions have $62.4M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
24
Closed
12
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
76
Comprehensive Financial Planning
Pennsylvania
$14.8K +$25 +1 +0.2%
CA
77
Centerpoint Advisors
Massachusetts
$14K
MA
78
MCF Advisors
Kentucky
$9.82K
NA
79
NewEdge Advisors
Louisiana
$7.74K
PSFG
80
Park Square Financial Group
Georgia
$7.37K
AWM
81
Accredited Wealth Management
Kentucky
$6.63K -$107K -4,366 -94%
GEA
82
Glen Eagle Advisors
New Jersey
$6.63K
EWM
83
Evolution Wealth Management
Florida
$5.87K +$5.87K +239 New
ACA
84
Aptus Capital Advisors
Alabama
$4.67K +$4.67K +190 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$4K
PTC
86
Private Trust Company
Ohio
$3.56K +$3.56K +145 New
GRP
87
Global Retirement Partners
California
$3.34K +$3.34K +136 New
WWM
88
Wolff Wiese Magana
California
$3K
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.75K +$2.75K +112 New
AssetMark Inc
90
AssetMark Inc
California
$2.58K +$2.58K +105 New
MMCM
91
Murphy & Mullick Capital Management
New York
$1.6K
AAS
92
Ameritas Advisory Services
Nebraska
$740 +$740 +30 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$491 -$3.88K -158 -89%
CA
94
CoreCap Advisors
Michigan
$3 -$2
Jane Street
95
Jane Street
New York
-$2.22M -116,949 Closed
FTUS
96
Flow Traders U.S.
New York
-$1.39M -73,114 Closed
Citadel Advisors
97
Citadel Advisors
Florida
-$878K -46,215 Closed
AWA
98
Acorn Wealth Advisors
Michigan
-$243K -12,773 Closed
UCFA
99
United Capital Financial Advisors
Texas
-$215K -11,300 Closed
WAAG
100
Wealth Alliance Advisory Group
Kansas
-$208K -10,942 Closed