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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

57 hedge funds and large institutions have $62M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+23
Holders Change %
+67.65%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$14.2M
2
LPL Financial
LPL Financial
California
$2.89M
3
ASN
Advisory Services Network
Georgia
$5.69M
4
MAG
MRA Advisory Group
New Jersey
$1.92M
5
Truist Financial
Truist Financial
North Carolina
$1.52M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
CPRC
Consolidated Portfolio Review Corp
New York
$0
3
OMC
Old Mission Capital
Illinois
$0
4
AWM
AE Wealth Management
Kansas
$220K
5
FTUS
Flow Traders U.S.
New York
$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$14.2M +$11.2M +644,796 +374%
KAS
2
Kestra Advisory Services
Texas
$11.7M +$509K +29,196 +5%
SWP
3
Stratos Wealth Partners
Ohio
$10.9M +$829K +47,573 +8%
ASN
4
Advisory Services Network
Georgia
$5.69M +$2.32M +133,018 +69%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.44M +$75K +4,305 +2%
LPL Financial
6
LPL Financial
California
$2.89M +$2.69M +154,674 +1,387%
MAG
7
MRA Advisory Group
New Jersey
$1.92M +$1.92M +110,171 New
Truist Financial
8
Truist Financial
North Carolina
$1.52M +$1.52M +87,159 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.43M +$609K +34,978 +74%
MTWM
10
Masso Torrence Wealth Management
New Jersey
$1.3M -$35.1K -2,013 -3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$916K +$916K +50,243 New
FTUS
12
Flow Traders U.S.
New York
$724K -$794K -45,581 -52%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$697K +$697K +39,995 New
WA
14
Waddell & Associates
Tennessee
$441K +$236K +13,564 +115%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$426K -$42.7K -2,450 -9%
BAM
16
Belpointe Asset Management
Nevada
$382K +$382K +21,928 New
CA
17
Cetera Advisors
Colorado
$349K +$74.1K +4,255 +27%
MSAM
18
Moloney Securities Asset Management
Missouri
$321K +$321K +18,427 New
PAG
19
Private Advisor Group
New Jersey
$314K +$314K +18,049 New
Stifel Financial
20
Stifel Financial
Missouri
$302K +$302K +17,334 New
KWM
21
Kingsview Wealth Management
Oregon
$236K +$236K +13,543 New
AWM
22
AE Wealth Management
Kansas
$220K -$1.03M -59,294 -82%
RJA
23
Raymond James & Associates
Florida
$209K +$209K +12,022 New
WAAG
24
Wealth Alliance Advisory Group
Kansas
$190K – – –
SM
25
Sweeney & Michel
California
$186K +$186K +10,794 New
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