WisdomTree Artificial Intelligence and Innovation Fund
WTAI
91 hedge funds and large institutions have $74.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
5% more funds holding
Funds holding: 87 → 91 (+4)
2% more capital invested
Capital invested by funds: $73.3M → $74.8M (+$1.42M)
0.27% less ownership
Funds ownership: 37.18% → 36.9% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.03M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$616K |
| 3 |
LPL Financial
San Diego,
California
|
+$473K |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$330K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.31M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$637K |
| 5 |
D.E. Shaw & Co
New York
|
-$586K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Simplex Trading
Chicago,
Illinois
| – | -$5.9K | -276 | -92% |
|
102
Wells Fargo
San Francisco,
California
| – | -$2.89K | -145 | Closed |
|
|
NP
103
NorthRock Partners
Minneapolis,
Minnesota
| – | -$2.11K | -106 | Closed |
|
|
CCM
104
Chilton Capital Management
Houston,
Texas
| – | -$1.87K | -94 | Closed |
|
|
RA
105
Rise Advisors
Rochester,
New York
| – | -$1.2K | -60 | Closed |
|
WTAI Hedge Fund Activity: Q4 2024 in Review
91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q4 2024, worth a combined $74.8M — up 1.9% from $73.3M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WTAI positions and 13 closed out — a net gain of 9 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was NWAM LLC, opening a new position worth an estimated $1.03M. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.
- 91 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q4 2024, up from 87 in Q3 2024.
- Funds reported $74.8M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q4 2024, up 1.9% quarter-over-quarter.
- 22 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q4 2024 and 13 closed out, a net change of +9 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q4 2024 was NWAM LLC, an estimated $1.03M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q4 2024 was Jane Street, an estimated $2.31M sold.
Based on aggregated 13F filings for Q4 2024.