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WisdomTree Enhanced Commodity Strategy Fund

50 hedge funds and large institutions have $49M invested in WisdomTree Enhanced Commodity Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 29.81%33.45% (+3.6%)

2% more funds holding

Funds holding: 4950 (+1)

2% more capital invested

Capital invested by funds: $48.1M → $49M (+$902K)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
6
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$12.3M
LPL Financial
2
LPL Financial
California
$7.48M +$351K +19,296 +5%
STA
3
Summit Trail Advisors
New York
$5.76M +$5.97M +328,231 New
TF
4
TIAA FSB
Florida
$3.11M +$782K +42,975 +32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.07M -$36.4K -1,998 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.88M -$841K -46,238 -22%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.16M -$475K -26,115 -18%
Wells Fargo
8
Wells Fargo
California
$1.91M -$1.05M -57,916 -35%
PCP
9
Proficio Capital Partners
Massachusetts
$1.27M -$131K -7,195 -9%
GWA
10
Guidant Wealth Advisors
Illinois
$1.24M +$1.29M +70,745 New
BUB
11
BBVA USA Bancshares
Texas
$826K -$139K -7,640 -14%
UBS Group
12
UBS Group
Switzerland
$747K +$44.6K +2,452 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$618K
NFG
14
Next Financial Group
Texas
$561K +$575K +31,578 +7,816%
LWM
15
Liberty Wealth Management
California
$556K +$577K +31,728 New
JFA
16
JNBA Financial Advisors
Minnesota
$524K +$543K +29,846 New
CAM
17
Chandler Asset Management
California
$519K
Creative Planning
18
Creative Planning
Kansas
$471K -$122K -6,691 -20%
HighTower Advisors
19
HighTower Advisors
Illinois
$396K +$410K +22,535 New
MIM
20
Macroview Investment Management
Maryland
$349K +$362K +19,879 New
AI
21
Atria Investments
North Carolina
$343K +$355K +19,522 New
Jane Street
22
Jane Street
New York
$341K -$544K -29,898 -61%
WCM
23
WealthBridge Capital Management
Ohio
$341K +$353K +19,407 New
OIA
24
OneDigital Investment Advisors
Kansas
$329K +$341K +18,721 New
Stifel Financial
25
Stifel Financial
Missouri
$203K -$29.4K -1,615 -12%

GCC Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q4 2018, worth a combined $49M — up 1.9% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GCC positions and 14 closed out — a net gain of 2 holders — while 6 added to existing stakes and 15 trimmed.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $5.97M. The largest seller was Alexandria Capital, exiting entirely with an estimated $3.13M sold.

  • 50 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $49M of WisdomTree Enhanced Commodity Strategy Fund stock for Q4 2018, up 1.9% quarter-over-quarter.
  • 16 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q4 2018 and 14 closed out, a net change of +2 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q4 2018 was Summit Trail Advisors, an estimated $5.97M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q4 2018 was Alexandria Capital, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2018.