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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

81 hedge funds and large institutions have $84.1M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
9
Closed
10
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.34M
2
RJA
Raymond James & Associates
Florida
+$3.18M
3
SWP
Stratos Wealth Partners
Ohio
+$2.98M
4
LPL Financial
LPL Financial
California
+$1.6M
5
AF
Advisornet Financial
Minnesota
+$1.33M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
2
Jane Street
Jane Street
New York
-$2.21M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.57M
4
BAM
Belpointe Asset Management
Nevada
-$467K
5
ASN
Advisory Services Network
Georgia
-$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
1
Stratos Wealth Partners
Ohio
$16.8M +$2.98M +143,404 +22%
KAS
2
Kestra Advisory Services
Texas
$14M +$1.02M +49,100 +8%
ASN
3
Advisory Services Network
Georgia
$7.29M -$377K -18,151 -5%
LPL Financial
4
LPL Financial
California
$5.98M +$1.6M +77,180 +37%
RJA
5
Raymond James & Associates
Florida
$5.98M +$3.18M +153,039 +113%
Bank of America
6
Bank of America
North Carolina
$5.34M +$4.34M +208,723 +432%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.53M +$207K +9,953 +9%
PFS
8
Prospera Financial Services
Texas
$1.96M +$38.3K +1,845 +2%
Truist Financial
9
Truist Financial
North Carolina
$1.88M +$31.4K +1,511 +2%
Stifel Financial
10
Stifel Financial
Missouri
$1.81M +$365K +17,571 +25%
MTWM
11
Masso Torrence Wealth Management
New Jersey
$1.49M -$129K -6,218 -8%
AF
12
Advisornet Financial
Minnesota
$1.35M +$1.33M +64,094 +9,015%
PAG
13
Private Advisor Group
New Jersey
$1.12M +$352K +16,942 +46%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.12M +$281K +13,547 +34%
Citadel Advisors
15
Citadel Advisors
Florida
$1.07M +$1.07M +51,724 New
HGERS
16
Householder Group Estate & Retirement Specialist
Arizona
$1.04M +$287K +13,840 +38%
WA
17
Waddell & Associates
Tennessee
$1.02M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$950K +$634K +30,539 +201%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$894K +$894K +43,050 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$706K +$706K +33,979 New
MML Investors Services
21
MML Investors Services
Massachusetts
$701K +$356K +17,168 +103%
Osaic Holdings
22
Osaic Holdings
Arizona
$669K -$30.6K -1,473 -4%
CA
23
Cetera Advisors
Colorado
$637K +$147K +7,079 +30%
PWM
24
Provident Wealth Management
Tennessee
$624K +$624K +30,049 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$544K +$544K +26,182 New
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