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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

87 hedge funds and large institutions have $73.3M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
26
Closed
17
Calls
$4K
Puts
$20K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$2.13M
2
OIM
Orca Investment Management
Oregon
$1.45M
3
Jane Street
Jane Street
New York
$2.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
5
PWM
Perigon Wealth Management
California
$988K

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$0
2
KAS
Kestra Advisory Services
Texas
$2.93M
3
Bank of America
Bank of America
North Carolina
$2.92M
4
RJA
Raymond James & Associates
Florida
$4.44M
5
MTWM
Masso Torrence Wealth Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$15.1M +$313K +15,687 +2%
ASN
2
Advisory Services Network
Georgia
$7.03M – – –
LPL Financial
3
LPL Financial
California
$6.67M -$923K -46,320 -12%
RJA
4
Raymond James & Associates
Florida
$4.44M -$2.77M -138,869 -38%
KAS
5
Kestra Advisory Services
Texas
$2.93M -$5.58M -280,186 -66%
Bank of America
6
Bank of America
North Carolina
$2.92M -$4.69M -235,531 -62%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.48M -$39.6K -1,985 -2%
Jane Street
8
Jane Street
New York
$2.31M +$1.08M +53,974 +87%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.27M +$1M +50,340 +79%
FTUS
10
Flow Traders U.S.
New York
$2.13M +$2.13M +106,993 New
Truist Financial
11
Truist Financial
North Carolina
$1.99M +$168K +8,428 +9%
PFS
12
Prospera Financial Services
Texas
$1.92M +$19.3K +967 +1%
OIM
13
Orca Investment Management
Oregon
$1.45M +$1.45M +72,695 New
AF
14
Advisornet Financial
Minnesota
$1.43M – – –
HGERS
15
Householder Group Estate & Retirement Specialist
Arizona
$1.22M -$15.3K -770 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.14M +$150K +7,536 +15%
CFP
17
Cascade Financial Partners
California
$1.09M +$560K +27,355 +105%
WA
18
Waddell & Associates
Tennessee
$1.06M +$96K +4,818 +10%
PWM
19
Perigon Wealth Management
California
$988K +$988K +49,557 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$986K -$227K -11,413 -19%
PAG
21
Private Advisor Group
New Jersey
$978K -$191K -9,606 -16%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$930K -$286K -14,357 -24%
Stifel Financial
23
Stifel Financial
Missouri
$881K -$1.04M -52,127 -54%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$693K -$22.8K -1,143 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$655K -$168K -8,447 -20%
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