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WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $74.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
24
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$17.3M +$634K +28,808 +4%
LPL Financial
2
LPL Financial
California
$7.85M +$487K +22,132 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$6.76M +$6.76M +307,050 New
ASN
4
Advisory Services Network
Georgia
$6.75M -$655K -29,775 -9%
KAS
5
Kestra Advisory Services
Texas
$3.27M +$31K +1,407 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.6M +$93.8K +4,263 +4%
Truist Financial
7
Truist Financial
North Carolina
$2.27M +$72.3K +3,285 +3%
PFS
8
Prospera Financial Services
Texas
$2.18M +$62K +2,819 +3%
Bank of America
9
Bank of America
North Carolina
$1.73M -$1.49M -67,608 -46%
HGERS
10
Householder Group Estate & Retirement Specialist
Arizona
$1.65M +$303K +13,801 +23%
OIM
11
Orca Investment Management
Oregon
$1.6M -$3.3K -150 -0.2%
AF
12
Advisornet Financial
Minnesota
$1.58M -$3.83K -174 -0.2%
CFP
13
Cascade Financial Partners
California
$1.17M
WA
14
Waddell & Associates
Tennessee
$1.17M
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.16M +$71.6K +3,254 +7%
PWM
16
Perigon Wealth Management
California
$1.13M +$23 +1 +0%
PAG
17
Private Advisor Group
New Jersey
$1.07M -$5.3K -241 -0.5%
NL
18
NWAM LLC
Washington
$1.06M +$1.06M +48,226 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$935K -$321K -14,580 -26%
Stifel Financial
20
Stifel Financial
Missouri
$934K -$38.4K -1,747 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$870K +$106K +4,799 +14%
AA
22
Armis Advisers
Georgia
$647K +$647K +29,426 New
IA
23
Insight Advisors
Pennsylvania
$554K +$105K +4,717 +23%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$423K -$603K -27,426 -59%
MML Investors Services
25
MML Investors Services
Massachusetts
$399K +$16K +729 +4%