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WisdomTree Artificial Intelligence and Innovation Fund

119 hedge funds and large institutions have $145M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$373K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Provenance Wealth Advisors
Florida
$22.4K
SAM
102
Sherman Asset Management
California
$20.2K
WCAMG
103
Woodard & Company Asset Management Group
North Carolina
$18.9K
CFP
104
Comprehensive Financial Planning
Pennsylvania
$17.9K
MA
105
MCF Advisors
Kentucky
$17K
CA
106
Centerpoint Advisors
Massachusetts
$17K
HI
107
Harbour Investments
Wisconsin
$16.8K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$16.6K
NA
109
NewEdge Advisors
Louisiana
$15.3K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$13.6K
GWP
111
Gen-Wealth Partners
Michigan
$12.2K
GSWM
112
Golden State Wealth Management
California
$11.9K
FFA
113
Founders Financial Alliance
North Carolina
$9.32K
EWM
114
Evolution Wealth Management
Florida
$9.24K
WAG
115
Wiser Advisor Group
Arizona
$9.1K
ACA
116
Aptus Capital Advisors
Alabama
$5.59K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$5K
AssetMark Inc
118
AssetMark Inc
California
$3.06K
MMCM
119
Murphy & Mullick Capital Management
New York
$1.84K
CA
120
CoreCap Advisors
Michigan
$4
AFG
121
Atomi Financial Group
New York
SWM
122
SeaCrest Wealth Management
New York
WANY
123
Wealthspire Advisors (New York)
New York
Barclays
124
Barclays
United Kingdom
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada