WisdomTree Enhanced Commodity Strategy Fund
GCC
55 hedge funds and large institutions have $72.9M invested in WisdomTree Enhanced Commodity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
36% more capital invested
Capital invested by funds: $53.6M → $72.9M (+$19.3M)
10% more funds holding
Funds holding: 50 → 55 (+5)
8.9% more ownership
Funds ownership: 38.09% → 46.99% (+8.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$7.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.43M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.23M |
| 4 |
LB
Leo Brokerage
Hurst,
Texas
|
+$2.16M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$8.46M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.65M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$745K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$400K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1IA
51
1834 Investment Advisors
Milwaukee,
Wisconsin
| $12K | +$1.48K | +68 | +15% |
|
|
ADL
52
Asset Dedication LLC
San Francisco,
California
| $4K | – | – | – |
|
53
Rockefeller Capital Management
New York
| $3K | – | – | – |
|
|
FF
54
FourThought Financial
Venice,
Florida
| $2K | – | – | – |
|
|
CAL
55
Capital Advisors Ltd
Shaker Heights,
Ohio
| $1K | – | – | – |
|
|
PFA
56
Peak Financial Advisors
Denver,
Colorado
| – | -$8.46M | -421,834 | Closed |
|
|
WP
57
WealthShield Partners
Cary,
North Carolina
| – | -$745K | -37,130 | Closed |
|
58
Creative Planning
Overland Park,
Kansas
| – | -$272K | -13,558 | Closed |
|
|
TF
59
TimeScale Financial
Danvers,
Massachusetts
| – | -$45K | -2,227 | Closed |
|
|
CAM
60
Chandler Asset Management
San Diego,
California
| – | -$39K | -1,950 | Closed |
|
|
SPIA
61
Steward Partners Investment Advisory
New York
| – | -$14K | -700 | Closed |
|
|
ACM
62
Allred Capital Management
Dallas,
Texas
| – | -$3.51K | -175 | Closed |
|
|
IA
63
IFP Advisors
Tampa,
Florida
| – | -$2.17K | -100 | Closed |
|
GCC Hedge Fund Activity: Q2 2021 in Review
55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q2 2021, worth a combined $72.9M — up 36% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GCC positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $7.39M. The largest seller was Peak Financial Advisors, exiting entirely with an estimated $8.46M sold.
- 55 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q2 2021, up from 50 in Q1 2021.
- Funds reported $72.9M of WisdomTree Enhanced Commodity Strategy Fund stock for Q2 2021, up 36% quarter-over-quarter.
- 13 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q2 2021 and 8 closed out, a net change of +5 holders.
- The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q2 2021 was Clearwater Capital Advisors, an estimated $7.39M added.
- The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q2 2021 was Peak Financial Advisors, an estimated $8.46M sold.
Based on aggregated 13F filings for Q2 2021.