WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

90 hedge funds and large institutions have $54.7M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K

Top Buyers

1
GS
GWN Securities
Florida
$3.17M
2
Jane Street
Jane Street
New York
$2.22M
3
FTUS
Flow Traders U.S.
New York
$1.39M
4
Citadel Advisors
Citadel Advisors
Florida
$878K
5
IA
Integrity Alliance
Iowa
$674K

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$0
2
Raymond James Financial
Raymond James Financial
Florida
$3.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$730K
4
EE
EWG Elevate
California
$0
5
CFP
Cascade Financial Partners
California
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$16.1K +$16.1K +847 New
WCAMG
77
Woodard & Company Asset Management Group
North Carolina
$12.4K – – –
HI
78
Harbour Investments
Wisconsin
$11.9K -$33.6K -1,768 -74%
CFP
79
Comprehensive Financial Planning
Pennsylvania
$11.4K -$9.57K -503 -46%
CA
80
Centerpoint Advisors
Massachusetts
$11K – – –
MA
81
MCF Advisors
Kentucky
$7.6K – – –
NA
82
NewEdge Advisors
Louisiana
$5.99K – – –
WAG
83
Wiser Advisor Group
Arizona
$5.89K – – –
PSFG
84
Park Square Financial Group
Georgia
$5.7K – – –
GEA
85
Glen Eagle Advisors
New Jersey
$5.13K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$3.39K +$2.38K +125 +236%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
WWM
88
Wolff Wiese Magana
California
$2.32K +$2.32K +122 New
MMCM
89
Murphy & Mullick Capital Management
New York
$1.2K – – –
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$342 -$6.97K -367 -95%
CA
91
CoreCap Advisors
Michigan
$2 -$3 – –
HWAM
92
Hennion & Walsh Asset Management
New Jersey
– -$17.3M -784,659 Closed
EE
93
EWG Elevate
California
– -$339K -15,426 Closed
PWM
94
Provident Wealth Management
Tennessee
– -$249K -11,299 Closed
Lido Advisors
95
Lido Advisors
California
– -$228K -10,376 Closed
T
96
Transce3nd
Texas
– -$27.8K -1,263 Closed
Jones Financial Companies
97
Jones Financial Companies
Missouri
– -$16K -727 Closed
PA
98
PSI Advisors
Florida
– -$10.7K -488 Closed
MIA
99
MeadowBrook Investment Advisors
Michigan
– -$2.2K -100 Closed
CA
100
Continuum Advisory
Idaho
– -$1.06K -48 Closed
1 2 3
4
5