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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

81 hedge funds and large institutions have $84.1M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
9
Closed
10
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.34M
2
RJA
Raymond James & Associates
Florida
+$3.18M
3
SWP
Stratos Wealth Partners
Ohio
+$2.98M
4
LPL Financial
LPL Financial
California
+$1.6M
5
AF
Advisornet Financial
Minnesota
+$1.33M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
2
Jane Street
Jane Street
New York
-$2.21M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.57M
4
BAM
Belpointe Asset Management
Nevada
-$467K
5
ASN
Advisory Services Network
Georgia
-$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$4.45K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CSC
78
Caldwell Sutter Capital
California
$2.08K – – –
MIA
79
MeadowBrook Investment Advisors
Michigan
$2.08K – – –
RA
80
Rise Advisors
New York
$1.25K – – –
FFA
81
Farther Finance Advisors
California
$1.15K -$2.27K -109 -66%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
– -$4.54M -219,479 Closed
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
– -$1.57M -74,683 Closed
BAM
84
Belpointe Asset Management
Nevada
– -$467K -22,552 Closed
Mariner
85
Mariner
Kansas
– -$215K -10,386 Closed
WSC
86
Wellington Shields & Co
New York
– -$176K -8,500 Closed
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
– -$118K -5,723 Closed
PO
88
Private Ocean
California
– -$95K -4,590 Closed
WSCM
89
Wellington Shields Capital Management
New York
– -$93.1K -4,500 Closed
Simplex Trading
90
Simplex Trading
Illinois
– -$19K -935 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$2.07K -100 Closed
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