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WisdomTree Enhanced Commodity Strategy Fund

35 hedge funds and large institutions have $24.3M invested in WisdomTree Enhanced Commodity Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

67% more capital invested

Capital invested by funds: $14.6M → $24.3M (+$9.7M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13% more funds holding

Funds holding: 3135 (+4)

7.09% more ownership

Funds ownership: 20.99%28.08% (+7.1%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.06M +$215K +12,727 +8%
TF
2
TIAA FSB
Florida
$3M +$2.48M +146,316 +533%
FAIM
3
Financial Advocates Investment Management
Washington
$2.96M +$2.11M +124,399 +265%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.42M -$91.7K -5,416 -4%
Wells Fargo
5
Wells Fargo
California
$1.64M +$609 +36 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.63M +$1.59M +94,206 New
Jane Street
7
Jane Street
New York
$1.6M +$1.56M +92,349 New
Morgan Stanley
8
Morgan Stanley
New York
$1.48M -$93.6K -5,532 -6%
BCM
9
Barometer Capital Management
Ontario, Canada
$866K +$848K +50,100 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$826K +$98.1K +5,798 +14%
KAS
11
Kestra Advisory Services
Texas
$704K +$689K +40,713 New
Osaic Holdings
12
Osaic Holdings
Arizona
$590K -$60.8K -3,594 -10%
CAM
13
Chandler Asset Management
California
$498K
Stifel Financial
14
Stifel Financial
Missouri
$460K +$171K +10,090 +61%
LWM
15
Liberty Wealth Management
California
$429K
Bank of America
16
Bank of America
North Carolina
$248K
UBS Group
17
UBS Group
Switzerland
$243K -$42.6K -2,520 -15%
Creative Planning
18
Creative Planning
Kansas
$237K -$7.16K -423 -3%
OPS
19
Orion Portfolio Solutions
Nebraska
$235K
OIA
20
OneDigital Investment Advisors
Kansas
$231K
WP
21
WealthShield Partners
North Carolina
$199K +$195K +11,530 New
HighTower Advisors
22
HighTower Advisors
Illinois
$185K +$184K +10,852 New
DI
23
Disciplined Investments
Oklahoma
$143K
PA
24
Parallel Advisors
California
$137K
ST
25
Smithfield Trust
Pennsylvania
$89K

GCC Hedge Fund Activity: Q3 2020 in Review

35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q3 2020, worth a combined $24.3M — up 67% from $14.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GCC positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was TIAA FSB, adding an estimated $2.48M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.64M sold.

  • 35 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q3 2020, up from 31 in Q2 2020.
  • Funds reported $24.3M of WisdomTree Enhanced Commodity Strategy Fund stock for Q3 2020, up 67% quarter-over-quarter.
  • 8 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q3 2020 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q3 2020 was TIAA FSB, an estimated $2.48M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q3 2020 was Brinker Capital Investments, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2020.