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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

90 hedge funds and large institutions have $54.7M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K

Top Buyers

1
GS
GWN Securities
Florida
$3.17M
2
Jane Street
Jane Street
New York
$2.22M
3
FTUS
Flow Traders U.S.
New York
$1.39M
4
Citadel Advisors
Citadel Advisors
Florida
$878K
5
IA
Integrity Alliance
Iowa
$674K

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$0
2
Raymond James Financial
Raymond James Financial
Florida
$3.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$730K
4
EE
EWG Elevate
California
$0
5
CFP
Cascade Financial Partners
California
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.26M +$483K +25,430 +7%
ASN
2
Advisory Services Network
Georgia
$5.72M -$114K -6,008 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$3.27M -$2.57M -135,088 -44%
GS
4
GWN Securities
Florida
$3.17M +$2.98M +133,736 +1,568%
KAS
5
Kestra Advisory Services
Texas
$2.82M -$4.16K -219 -0.1%
Jane Street
6
Jane Street
New York
$2.22M +$2.22M +116,949 New
Truist Financial
7
Truist Financial
North Carolina
$2.02M +$61K +3,212 +3%
Bank of America
8
Bank of America
North Carolina
$1.9M +$410K +21,588 +27%
PFS
9
Prospera Financial Services
Texas
$1.85M -$30.2K -1,592 -2%
FTUS
10
Flow Traders U.S.
New York
$1.39M +$1.39M +73,114 New
OIM
11
Orca Investment Management
Oregon
$1.37M -$13.3K -700 -1%
AF
12
Advisornet Financial
Minnesota
$1.34M -$23K -1,210 -2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.19M +$189K +9,923 +19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.18M +$376K +19,794 +47%
WA
15
Waddell & Associates
Tennessee
$1.02M +$8.93K +470 +0.9%
PWM
16
Perigon Wealth Management
California
$940K -$1.9K -100 -0.2%
Citadel Advisors
17
Citadel Advisors
Florida
$878K +$878K +46,215 New
Stifel Financial
18
Stifel Financial
Missouri
$842K +$36K +1,895 +4%
PAG
19
Private Advisor Group
New Jersey
$824K -$104K -5,493 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$816K +$64.7K +3,404 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$730K -$1.51M -79,575 -67%
NL
22
NWAM LLC
Washington
$702K -$215K -11,295 -23%
Osaic Holdings
23
Osaic Holdings
Arizona
$688K +$351K +18,454 +104%
CFP
24
Cascade Financial Partners
California
$683K -$331K -17,428 -33%
IA
25
Integrity Alliance
Iowa
$674K +$674K +35,492 New
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