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WisdomTree Enhanced Commodity Strategy Fund

48 hedge funds and large institutions have $30.4M invested in WisdomTree Enhanced Commodity Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5048 (-2)

12.35% less ownership

Funds ownership: 33.45%21.1% (-12%)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

38% less capital invested

Capital invested by funds: $49M → $30.4M (-$18.6M)

82% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 22

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.55M -$2.13M -118,031 -28%
BCI
2
Brinker Capital Investments
Pennsylvania
$3.6M -$9.01M -500,000 -71%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.12M -$29.6K -1,644 -0.9%
Wells Fargo
4
Wells Fargo
California
$2.32M +$363K +20,180 +19%
Morgan Stanley
5
Morgan Stanley
New York
$2.13M -$827K -45,917 -28%
TF
6
TIAA FSB
Florida
$2.03M -$1.16M -64,674 -36%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.93M +$1.93M +107,321 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.57M -$645K -35,814 -29%
GWA
9
Guidant Wealth Advisors
Illinois
$1.22M -$59K -3,275 -5%
BUB
10
BBVA USA Bancshares
Texas
$823K -$23.6K -1,311 -3%
UBS Group
11
UBS Group
Switzerland
$705K -$61.2K -3,399 -8%
MIM
12
Macroview Investment Management
Maryland
$658K +$300K +16,637 +84%
JP Morgan Chase
13
JP Morgan Chase
New York
$655K +$20.3K +1,125 +3%
LWM
14
Liberty Wealth Management
California
$571K
CAM
15
Chandler Asset Management
California
$518K
JFA
16
JNBA Financial Advisors
Minnesota
$456K -$81.3K -4,515 -15%
Creative Planning
17
Creative Planning
Kansas
$438K -$45.2K -2,511 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$418K +$419K +23,235 New
HighTower Advisors
19
HighTower Advisors
Illinois
$408K +$1.57K +87 +0.4%
OIA
20
OneDigital Investment Advisors
Kansas
$344K
Stifel Financial
21
Stifel Financial
Missouri
$208K
Jane Street
22
Jane Street
New York
$191K -$160K -8,856 -46%
AG
23
Advisor Group
Arizona
$114K -$79.7K -4,424 -41%
ST
24
Smithfield Trust
Pennsylvania
$93K
US Bancorp
25
US Bancorp
Minnesota
$73K -$18.5K -1,028 -20%

GCC Hedge Fund Activity: Q1 2019 in Review

48 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q1 2019, worth a combined $30.4M — down 38% from $49M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GCC and 5 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.93M. The largest seller was Brinker Capital Investments, cutting an estimated $9.01M.

  • 48 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q1 2019, down from 50 in Q4 2018.
  • Funds reported $30.4M of WisdomTree Enhanced Commodity Strategy Fund stock for Q1 2019, down 38% quarter-over-quarter.
  • 5 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q1 2019 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q1 2019 was Susquehanna International Group, an estimated $1.93M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q1 2019 was Brinker Capital Investments, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2019.