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WisdomTree Enhanced Commodity Strategy Fund

67 hedge funds and large institutions have $103M invested in WisdomTree Enhanced Commodity Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more funds holding

Funds holding: 5667 (+11)

14.75% more ownership

Funds ownership: 55.52%70.28% (+15%)

3% more capital invested

Capital invested by funds: $99.7M → $103M (+$2.88M)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
19
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$39K
UBS Group
52
UBS Group
Switzerland
$39K +$39.2K +1,867 New
APA
53
American Portfolios Advisors
New York
$23.3K
Bank of America
54
Bank of America
North Carolina
$20K
CFGS
55
Concourse Financial Group Securities
Alabama
$18K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.1K +719 New
CWS
57
Confluence Wealth Services
Pennsylvania
$13K +$13.7K +650 New
DI
58
Disciplined Investments
Oklahoma
$12K -$115K -5,484 -90%
US Bancorp
59
US Bancorp
Minnesota
$6K -$44.1K -2,097 -89%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5K
RCM
61
Raleigh Capital Management
North Carolina
$5K +$7.33K +349 New
ADL
62
Asset Dedication LLC
California
$4K
C
63
Covestor
United Kingdom
$4K +$4.48K +213 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3K
FF
65
FourThought Financial
Florida
$2K
CAL
66
Capital Advisors Ltd
Ohio
$1K
BFG
67
Bouchey Financial Group
New York
-$18M -807,875 Closed
JWCA
68
J.W. Cole Advisors
Florida
-$20.5M -333,186 Closed
SWA
69
Stratos Wealth Advisors
Ohio
-$2.15M -96,515 Closed
FTUS
70
Flow Traders U.S.
New York
-$1.27M -56,971 Closed
Jane Street
71
Jane Street
New York
-$983K -44,084 Closed
LWM
72
Liberty Wealth Management
California
-$314K -14,436 Closed
AAS
73
Avantax Advisory Services
Texas
-$210K -9,497 Closed
Creative Planning
74
Creative Planning
Kansas
-$210K -9,410 Closed
CIA
75
Compass Ion Advisors
Pennsylvania
-$201K -8,996 Closed

GCC Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q4 2021, worth a combined $103M — up 2.9% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GCC positions and 9 closed out — a net gain of 15 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $20.5M sold.

  • 67 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $103M of WisdomTree Enhanced Commodity Strategy Fund stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 24 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q4 2021 and 9 closed out, a net change of +15 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.85M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q4 2021 was J.W. Cole Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2021.