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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

87 hedge funds and large institutions have $73.3M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
26
Closed
17
Calls
$4K
Puts
$20K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$2.13M
2
OIM
Orca Investment Management
Oregon
$1.45M
3
Jane Street
Jane Street
New York
$2.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
5
PWM
Perigon Wealth Management
California
$988K

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$0
2
KAS
Kestra Advisory Services
Texas
$2.93M
3
Bank of America
Bank of America
North Carolina
$2.92M
4
RJA
Raymond James & Associates
Florida
$4.44M
5
MTWM
Masso Torrence Wealth Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
AlphaMark Advisors
Kentucky
$5K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$4.39K +$797 +40 +22%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Wells Fargo
79
Wells Fargo
California
$2.89K -$21.5K -1,077 -88%
NP
80
NorthRock Partners
Minnesota
$2.11K +$2.11K +106 New
MIA
81
MeadowBrook Investment Advisors
Michigan
$1.99K – – –
CCM
82
Chilton Capital Management
Texas
$1.87K +$1.87K +94 New
RA
83
Rise Advisors
New York
$1.2K – – –
FFA
84
Farther Finance Advisors
California
$1.1K – – –
CA
85
Continuum Advisory
Idaho
$1.02K +$1.02K +48 New
CAS
86
Coppell Advisory Solutions
Texas
$40 – – –
PCMC
87
Planning Capital Management Corporation
Pennsylvania
$20 – – –
CA
88
CoreCap Advisors
Michigan
$3 -$3 – –
SWP
89
Stratos Wealth Partners
Ohio
– -$17.9M -857,546 Closed
MTWM
90
Masso Torrence Wealth Management
New Jersey
– -$1.51M -72,073 Closed
Millennium Management
91
Millennium Management
New York
– -$488K -23,362 Closed
Ameriprise
92
Ameriprise
Minnesota
– -$439K -21,030 Closed
MWAM
93
Manhattan West Asset Management
California
– -$428K -20,502 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
– -$361K -17,256 Closed
HHGA
95
Halbert Hargrove Global Advisors
California
– -$205K -9,813 Closed
AAS
96
Avantax Advisory Services
Texas
– -$201K -9,633 Closed
IAIM
97
International Assets Investment Management
Florida
– -$146K -6,965 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
– -$33K -1,578 Closed
RFA
99
Register Financial Advisors
Georgia
– -$14.6K -700 Closed
MSG
100
Main Street Group
Virginia
– -$13.8K -660 Closed
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4
5