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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

34 hedge funds and large institutions have $53.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+29
Holders Change %
+580%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$12.3M
2
SWP
Stratos Wealth Partners
Ohio
$11M
3
Goldman Sachs
Goldman Sachs
New York
$8.16M
4
ASN
Advisory Services Network
Georgia
$3.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.68M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$0
2
SHIM
Stone House Investment Management
Pennsylvania
$1.91K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$12.3M +$12.3M +644,456 New
SWP
2
Stratos Wealth Partners
Ohio
$11M +$11M +578,699 New
Goldman Sachs
3
Goldman Sachs
New York
$8.16M +$8.16M +428,011 New
ASN
4
Advisory Services Network
Georgia
$3.7M +$3.7M +193,893 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.68M +$3.68M +192,983 New
Jane Street
6
Jane Street
New York
$3.28M +$2.89M +151,701 +738%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.27M +$2.27M +119,029 New
OMC
8
Old Mission Capital
Illinois
$1.93M +$1.93M +101,076 New
FTUS
9
Flow Traders U.S.
New York
$1.66M +$1.66M +87,128 New
MTWM
10
Masso Torrence Wealth Management
New Jersey
$1.47M +$448K +23,494 +44%
AWM
11
AE Wealth Management
Kansas
$1.37M +$1.37M +71,906 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$899K +$899K +47,153 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$513K +$513K +26,900 New
CA
14
Cetera Advisors
Colorado
$301K +$301K +15,789 New
WA
15
Waddell & Associates
Tennessee
$224K +$224K +11,772 New
LPL Financial
16
LPL Financial
California
$213K +$213K +11,153 New
WAAG
17
Wealth Alliance Advisory Group
Kansas
$208K +$208K +10,900 New
Simplex Trading
18
Simplex Trading
Illinois
$189K +$188K +9,918 +28,337%
KFI
19
Key Financial Inc
Pennsylvania
$97.7K +$97.7K +5,125 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$69K +$69K +3,607 New
SFC
21
SYM Financial Corp
Indiana
$53K +$53K +2,778 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$49.8K +$49.8K +2,613 New
WCAMG
23
Woodard & Company Asset Management Group
North Carolina
$23.4K +$23.4K +1,225 New
PWMG
24
Prestige Wealth Management Group
New Jersey
$20K +$20K +1,050 New
CFD
25
Creative Financial Designs
Indiana
$15.3K +$15.3K +800 New
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