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WisdomTree Artificial Intelligence and Innovation Fund

120 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 25 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
GJIA
101
Glass Jacobson Investment Advisors
Maryland
$23.6K
PWA
102
Provenance Wealth Advisors
Florida
$22.4K
SAM
103
Sherman Asset Management
California
$20.2K
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$18.9K
CFP
105
Comprehensive Financial Planning
Pennsylvania
$17.9K
MA
106
MCF Advisors
Kentucky
$17K
CA
107
Centerpoint Advisors
Massachusetts
$17K
HI
108
Harbour Investments
Wisconsin
$16.8K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$16.6K
NA
110
NewEdge Advisors
Louisiana
$15.3K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$13.6K
GWP
112
Gen-Wealth Partners
Michigan
$12.2K
GSWM
113
Golden State Wealth Management
California
$11.9K
FFA
114
Founders Financial Alliance
North Carolina
$9.32K
EWM
115
Evolution Wealth Management
Florida
$9.24K
WAG
116
Wiser Advisor Group
Arizona
$9.1K
ACA
117
Aptus Capital Advisors
Alabama
$5.59K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$5K
AssetMark Inc
119
AssetMark Inc
California
$3.06K
MMCM
120
Murphy & Mullick Capital Management
New York
$1.84K
CA
121
CoreCap Advisors
Michigan
$4
AFG
122
Atomi Financial Group
New York
SWM
123
SeaCrest Wealth Management
New York
WANY
124
Wealthspire Advisors (New York)
New York
Barclays
125
Barclays
United Kingdom