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WisdomTree Artificial Intelligence and Innovation Fund

104 hedge funds and large institutions have $104M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$317K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.6M
ASN
2
Advisory Services Network
Georgia
$8.25M
HP
3
Hancock Prospecting
Australia
$7.85M
Ameriprise
4
Ameriprise
Minnesota
$7.18M
AWMS
5
Advocacy Wealth Management Services
Georgia
$5.67M
KAS
6
Kestra Advisory Services
Texas
$4.33M
Bank of America
7
Bank of America
North Carolina
$4.07M
Raymond James Financial
8
Raymond James Financial
Florida
$3.34M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.2M
PFS
10
Prospera Financial Services
Texas
$2.96M
Truist Financial
11
Truist Financial
North Carolina
$2.75M
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.69M
Osaic Holdings
13
Osaic Holdings
Arizona
$2.39M
PWM
14
Perigon Wealth Management
California
$2.39M
AF
15
Advisornet Financial
Minnesota
$2.05M
OIM
16
Orca Investment Management
Oregon
$1.82M
PAG
17
Private Advisor Group
New Jersey
$1.54M
WA
18
Waddell & Associates
Tennessee
$1.52M
Stifel Financial
19
Stifel Financial
Missouri
$1.47M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.22M
CFD
21
Creative Financial Designs
Indiana
$1.19M
CFP
22
Cascade Financial Partners
California
$1.08M
TWM
23
Tradition Wealth Management
Minnesota
$957K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$929K
IA
25
Insight Advisors
Pennsylvania
$843K