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WisdomTree Enhanced Commodity Strategy Fund

52 hedge funds and large institutions have $87M invested in WisdomTree Enhanced Commodity Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

1.26% less ownership

Funds ownership: 57.91%56.65% (-1.3%)

5% less funds holding

Funds holding: 5552 (-3)

11% less capital invested

Capital invested by funds: $98M → $87M (-$11M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
18
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$533K +$106K +6,063 +24%
FA
27
Fermata Advisors
California
$526K +$5.01K +287 +0.9%
AWA
28
Arkadios Wealth Advisors
Georgia
$374K
CAN
29
Cetera Advisor Networks
California
$293K -$32.2K -1,845 -10%
Stifel Financial
30
Stifel Financial
Missouri
$267K +$5.17K +296 +2%
PWM
31
Perigon Wealth Management
California
$246K -$170K -9,709 -40%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$218K +$225K +12,899 New
CAM
33
Covenant Asset Management
New Jersey
$196K -$14.4K -825 -7%
NCFG
34
New Century Financial Group
New Jersey
$186K +$192K +10,976 New
COCM
35
Charter Oak Capital Management
New Hampshire
$181K -$55.4K -3,169 -23%
ST
36
Smithfield Trust
Pennsylvania
$87K
ASBI
37
American State Bank (Iowa)
Iowa
$59.8K +$9.61K +550 +18%
Comerica Bank
38
Comerica Bank
Texas
$40.5K +$41.8K +2,395 New
GA
39
GoalVest Advisory
New York
$37.9K -$6.71K -384 -15%
UBS Group
40
UBS Group
Switzerland
$27.8K +$27.4K +1,567 +2,118%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$21.3K +$11.7K +669 +114%
FGAM
42
Financial Gravity Asset Management
Texas
$16.9K +$17.5K +1,000 New
FFA
43
Frazier Financial Advisors
Ohio
$12.8K +$13.2K +755 New
CFGS
44
Concourse Financial Group Securities
Alabama
$9.31K
BC
45
Barrett & Company
Rhode Island
$7.45K
RIL
46
Rothschild Investment LLC
Illinois
$6.97K -$1.48M -84,558 -100%
ADL
47
Asset Dedication LLC
California
$3K
C
48
Covestor
United Kingdom
$3K +$87 +5 +3%
CG
49
Cutler Group
California
$2K -$1.75K -100 -39%
TRCT
50
Tower Research Capital (TRC)
New York
$203

GCC Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q4 2023, worth a combined $87M — down 11% from $98M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GCC and 10 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $7.43M. The largest seller was New Harbor Financial Group, exiting entirely with an estimated $11.9M sold.

  • 52 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q4 2023, down from 55 in Q3 2023.
  • Funds reported $87M of WisdomTree Enhanced Commodity Strategy Fund stock for Q4 2023, down 11% quarter-over-quarter.
  • 10 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q4 2023 and 12 closed out, a net change of -2 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q4 2023 was Jane Street, an estimated $7.43M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q4 2023 was New Harbor Financial Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2023.