WisdomTree Artificial Intelligence and Innovation Fund
WTAI
5 hedge funds and large institutions have $1.33M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
9,480,036% more capital invested
Capital invested by funds: $14 → $1.33M (+$1.33M)
400% more funds holding
Funds holding: 1 → 5 (+4)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
15.13% more ownership
Funds ownership: 0% → 15.13% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
+$879K |
| 2 |
Jane Street
New York
|
+$338K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.5K |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$2.35K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$576 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTWM
1
Masso Torrence Wealth Management
Marlton,
New Jersey
| $937K | +$879K | +53,375 | New |
|
|
2
Jane Street
New York
| $361K | +$338K | +20,556 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $27.2K | +$25.5K | +1,551 | New |
|
|
SHIM
4
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $2.51K | +$2.35K | +143 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$14 | -1 | Closed |
|
|
6
Simplex Trading
Chicago,
Illinois
| – | +$576 | +35 | New |
|
WTAI Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2023, worth a combined $1.33M — up 9,480,036% from $14 a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTAI positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Masso Torrence Wealth Management, opening a new position worth an estimated $879K. The largest seller was Fidelity Investments, exiting entirely with an estimated $14 sold.
- 5 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2023, up from 1 in Q4 2022.
- Funds reported $1.33M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2023, up 9,480,036% quarter-over-quarter.
- 5 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2023 was Masso Torrence Wealth Management, an estimated $879K added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2023 was Fidelity Investments, an estimated $14 sold.
Based on aggregated 13F filings for Q1 2023.