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WisdomTree Enhanced Commodity Strategy Fund

65 hedge funds and large institutions have $103M invested in WisdomTree Enhanced Commodity Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.62% more ownership

Funds ownership: 53.13%54.75% (+1.6%)

5% less capital invested

Capital invested by funds: $109M → $103M (-$5.81M)

10% less funds holding

Funds holding: 7265 (-7)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
15
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$33K
CFGS
52
Concourse Financial Group Securities
Alabama
$28.6K
UBS Group
53
UBS Group
Switzerland
$23.4K -$52.1K -2,916 -69%
FFA
54
Farther Finance Advisors
California
$19.8K -$60.1K -3,365 -75%
AWM
55
Avior Wealth Management
Nebraska
$18.9K +$18.9K +1,059 New
CIA
56
Cape Investment Advisory
Georgia
$17.9K +$17.9K +1,000 New
Bank of America
57
Bank of America
North Carolina
$11.8K +$11.8K +660 New
DI
58
Disciplined Investments
Oklahoma
$10.4K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$8.38K
BC
60
Barrett & Company
Rhode Island
$7.86K
C
61
Covestor
United Kingdom
$3K -$465 -26 -13%
ADL
62
Asset Dedication LLC
California
$3K
HNB
63
Huntington National Bank
Ohio
$38
Fidelity Investments
64
Fidelity Investments
Massachusetts
$36 -$590 -33 -94%
Brown Advisory
65
Brown Advisory
Maryland
-$5.34M -293,214 Closed
PAS
66
Park Avenue Securities
New York
-$1.62M -88,916 Closed
FA
67
Fermata Advisors
California
-$766K -42,061 Closed
TC
68
TAP Consulting
Missouri
-$583K -32,024 Closed
BWM
69
BlackDiamond Wealth Management
New York
-$455K -25,615 Closed
WEPOG
70
Wealth Enhancement & Preservation of GA
Georgia
-$430K -23,573 Closed
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
-$365K -20,050 Closed
MLA
72
My Legacy Advisors
Oregon
-$347K -19,542 Closed
KAS
73
Kestra Advisory Services
Texas
-$255K -13,987 Closed
TSS
74
Two Sigma Securities
New York
-$183K -10,070 Closed
CA
75
Cetera Advisors
Colorado
-$183K -10,039 Closed

GCC Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q1 2023, worth a combined $103M — down 5.3% from $109M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GCC and 10 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 15 added.

The largest buyer was New Harbor Financial Group, opening a new position worth an estimated $11.1M. The largest seller was Brown Advisory, exiting entirely with an estimated $5.34M sold.

  • 65 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q1 2023, down from 72 in Q4 2022.
  • Funds reported $103M of WisdomTree Enhanced Commodity Strategy Fund stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 10 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q1 2023 and 15 closed out, a net change of -5 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q1 2023 was New Harbor Financial Group, an estimated $11.1M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q1 2023 was Brown Advisory, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2023.