WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

89 hedge funds and large institutions have $105M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
29
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1
Stratos Wealth Partners
Ohio
$17.9M +$1.01M +48,181 +6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$15.5M +$15.5M +740,164 New
KAS
3
Kestra Advisory Services
Texas
$8.93M -$5.19M -248,383 -37%
Bank of America
4
Bank of America
North Carolina
$7.98M +$2.61M +124,753 +49%
LPL Financial
5
LPL Financial
California
$7.96M +$1.94M +92,903 +32%
RJA
6
Raymond James & Associates
Florida
$7.56M +$1.54M +73,916 +26%
ASN
7
Advisory Services Network
Georgia
$7.03M -$298K -14,285 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.64M +$103K +4,947 +4%
Stifel Financial
9
Stifel Financial
Missouri
$2.01M +$194K +9,308 +11%
PFS
10
Prospera Financial Services
Texas
$1.99M +$18.5K +884 +0.9%
Truist Financial
11
Truist Financial
North Carolina
$1.91M +$23.3K +1,113 +1%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$1.51M +$7.58K +363 +0.5%
AF
13
Advisornet Financial
Minnesota
$1.5M +$149K +7,132 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +63,411 New
HGERS
15
Householder Group Estate & Retirement Specialist
Arizona
$1.29M +$251K +12,000 +24%
Jane Street
16
Jane Street
New York
$1.29M +$922K +44,119 +249%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.27M +$565K +27,026 +80%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.27M +$858K +41,072 +207%
PAG
19
Private Advisor Group
New Jersey
$1.23M +$95.4K +4,566 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.04M +$78.8K +3,769 +8%
WA
21
Waddell & Associates
Tennessee
$1.01M -$16.2K -775 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$864K -$35.9K -1,717 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$750K -$374K -17,923 -33%
CFP
24
Cascade Financial Partners
California
$544K +$544K +26,015 New
MML Investors Services
25
MML Investors Services
Massachusetts
$497K -$208K -9,968 -30%