WisdomTree Artificial Intelligence and Innovation Fund
WTAI
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 16 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 16 closing their positions.
1.11% more ownership
Funds ownership: 36.06% → 37.18% (+1.1%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less funds holding
Funds holding: 89 → 87 (-2)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
30% less capital invested
Capital invested by funds: $106M → $73.3M (-$32.2M)
80% less call options, than puts
Call options by funds: $4K | Put options by funds: $20K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$2.11M |
| 2 |
OIM
Orca Investment Management
Roseburg,
Oregon
|
+$1.44M |
| 3 |
Jane Street
New York
|
+$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$994K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$979K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$17.9M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.65M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.74M |
| 5 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$1.51M |
WTAI Hedge Fund Activity: Q3 2024 in Review
87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q3 2024, worth a combined $73.3M — down 30% from $106M a quarter earlier.
Fund positioning in WTAI was balanced in Q3 2024: 16 funds opened new positions, 16 closed out, 19 added to existing stakes and 26 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.11M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $17.9M sold.
- 87 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q3 2024, down from 89 in Q2 2024.
- Funds reported $73.3M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q3 2024, down 30% quarter-over-quarter.
- 16 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q3 2024 and 16 closed out, a net change of 0 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $2.11M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q3 2024 was Stratos Wealth Partners, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2024.