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WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $54.9M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,275% more call options, than puts

Call options by funds: $95K | Put options by funds: $4K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding

Funds holding: 9191 (0)

4.49% less ownership

Funds ownership: 36.9%32.41% (-4.5%)

27% less capital invested

Capital invested by funds: $74.8M → $54.9M (-$19.8M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$19K
Wells Fargo
77
Wells Fargo
California
$16.1K +$18.7K +847 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$12.3K
HI
79
Harbour Investments
Wisconsin
$11.9K -$39K -1,768 -74%
CFP
80
Comprehensive Financial Planning
Pennsylvania
$11.4K -$11.1K -503 -46%
CA
81
Centerpoint Advisors
Massachusetts
$11K
MA
82
MCF Advisors
Kentucky
$7.6K
NA
83
NewEdge Advisors
Louisiana
$5.99K
WAG
84
Wiser Advisor Group
Arizona
$5.89K
PSFG
85
Park Square Financial Group
Georgia
$5.7K
GEA
86
Glen Eagle Advisors
New Jersey
$5.13K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$3.39K +$2.75K +125 +236%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$3K
WWM
89
Wolff Wiese Magana
California
$2.32K +$2.69K +122 New
MMCM
90
Murphy & Mullick Capital Management
New York
$1.2K
JP Morgan Chase
91
JP Morgan Chase
New York
$342 -$8.09K -367 -95%
CA
92
CoreCap Advisors
Michigan
$2
HWAM
93
Hennion & Walsh Asset Management
New Jersey
-$17.3M -784,659 Closed
EE
94
EWG Elevate
California
-$339K -15,426 Closed
PWM
95
Provident Wealth Management
Tennessee
-$249K -11,299 Closed
Lido Advisors
96
Lido Advisors
California
-$228K -10,376 Closed
T
97
Transce3nd
Texas
-$27.8K -1,263 Closed
Jones Financial Companies
98
Jones Financial Companies
Missouri
-$16K -727 Closed
PA
99
PSI Advisors
Florida
-$10.7K -488 Closed
MIA
100
MeadowBrook Investment Advisors
Michigan
-$2.2K -100 Closed

WTAI Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2025, worth a combined $54.9M — down 27% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WTAI positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was GWN Securities, adding an estimated $2.95M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $17.3M sold.

  • 91 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $54.9M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2025 was GWN Securities, an estimated $2.95M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.