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WisdomTree Enhanced Commodity Strategy Fund

90 hedge funds and large institutions have $172M invested in WisdomTree Enhanced Commodity Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

10% more funds holding

Funds holding: 8290 (+8)

4.45% less ownership

Funds ownership: 109.36%104.91% (-4.5%)

11% less capital invested

Capital invested by funds: $193M → $172M (-$21.2M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.35M +$900K +35,197 +156%
PWM
27
Perigon Wealth Management
California
$1.2M +$271K +10,580 +26%
FA
28
Fermata Advisors
California
$1.06M -$20.8K -812 -2%
RIL
29
Rothschild Investment LLC
Illinois
$1.04M +$1.13M +44,150 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.01M +$1.1M +43,028 New
WEPOG
31
Wealth Enhancement & Preservation of GA
Georgia
$902K +$984K +38,462 New
WP
32
WealthShield Partners
North Carolina
$869K
EAM
33
Empirical Asset Management
Massachusetts
$862K -$304K -11,872 -24%
TC
34
TAP Consulting
Missouri
$815K +$889K +34,748 New
Osaic Holdings
35
Osaic Holdings
Arizona
$760K -$809K -31,640 -49%
JSL
36
JT Stratford LLC
Georgia
$739K +$84.8K +3,316 +12%
TFA
37
Teamwork Financial Advisors
Texas
$734K -$12.5K -487 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$608K +$376K +14,699 +131%
KWM
39
Keebeck Wealth Management
Illinois
$596K +$649K +25,398 New
BWM
40
BlackDiamond Wealth Management
New York
$587K -$1.04M -40,577 -61%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$557K +$12.8K +500 +2%
CA
42
CGN Advisors
Kansas
$511K +$59.1K +2,313 +12%
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$479K -$109K -4,265 -17%
DC
44
Davenport & Co
Virginia
$444K
T
45
TRUADVICE
Florida
$409K -$4.22K -165 -0.9%
PAG
46
Private Advisor Group
New Jersey
$375K -$192K -7,519 -32%
PFS
47
Prospera Financial Services
Texas
$356K -$165K -6,451 -30%
FHA
48
Flagship Harbor Advisors
Massachusetts
$356K +$64.5K +2,521 +20%
SBL
49
Sargent Bickham Lagudis
Colorado
$352K +$324K +12,683 +547%
MLA
50
My Legacy Advisors
Oregon
$344K +$384K +15,003 New

GCC Hedge Fund Activity: Q2 2022 in Review

90 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q2 2022, worth a combined $172M — down 11% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GCC positions and 8 closed out — a net gain of 8 holders — while 25 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.43M. The largest seller was Amplius Wealth Advisors, cutting an estimated $5.88M.

  • 90 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q2 2022, up from 82 in Q1 2022.
  • Funds reported $172M of WisdomTree Enhanced Commodity Strategy Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 16 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q2 2022 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q2 2022 was LPL Financial, an estimated $2.43M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q2 2022 was Amplius Wealth Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2022.