WisdomTree Artificial Intelligence and Innovation Fund
WTAI
89 hedge funds and large institutions have $106M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
25% more capital invested
Capital invested by funds: $84.1M → $106M (+$21.4M)
11% more funds holding
Funds holding: 80 → 89 (+9)
2.04% more ownership
Funds ownership: 34.02% → 36.06% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$14.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.51M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.87M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.48M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$432K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$360K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$346K |
WTAI Hedge Fund Activity: Q2 2024 in Review
89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q2 2024, worth a combined $106M — up 25% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WTAI positions and 11 closed out — a net gain of 12 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $14.9M. The largest seller was Kestra Advisory Services, cutting an estimated $4.99M.
- 89 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q2 2024, up from 80 in Q1 2024.
- Funds reported $106M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q2 2024, up 25% quarter-over-quarter.
- 23 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q2 2024 and 11 closed out, a net change of +12 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q2 2024 was Hennion & Walsh Asset Management, an estimated $14.9M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q2 2024 was Kestra Advisory Services, an estimated $4.99M sold.
Based on aggregated 13F filings for Q2 2024.