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WisdomTree Enhanced Commodity Strategy Fund

50 hedge funds and large institutions have $53.6M invested in WisdomTree Enhanced Commodity Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

48% more capital invested

Capital invested by funds: $36.3M → $53.6M (+$17.3M)

28% more funds holding

Funds holding: 3950 (+11)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1.47% more ownership

Funds ownership: 36.61%38.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
10
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Peak Financial Advisors
Colorado
$8.46M -$1.15M -57,575 -12%
LPL Financial
2
LPL Financial
California
$7.58M +$1.46M +72,868 +24%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.18M +$5.16M +258,251 New
FAIM
4
Financial Advocates Investment Management
Washington
$4.04M +$224K +11,194 +6%
Stifel Financial
5
Stifel Financial
Missouri
$3.09M +$2.62M +131,215 +576%
KAS
6
Kestra Advisory Services
Texas
$2.55M +$1.69M +84,405 +198%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.37M +$376K +18,854 +19%
LB
8
Leo Brokerage
Texas
$2.33M +$2.31M +115,918 New
SWA
9
Stratos Wealth Advisors
Ohio
$2.04M +$2.03M +101,724 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.02M -$705K -35,328 -26%
NWS
11
Newport Wealth Strategies
California
$1.82M +$1.81M +90,660 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.7M +$1.69M +84,867 New
T
13
TRUADVICE
Florida
$1.63M +$78.8K +3,946 +6%
Wells Fargo
14
Wells Fargo
California
$1.4M -$554K -27,759 -29%
Morgan Stanley
15
Morgan Stanley
New York
$996K -$305K -15,274 -24%
WP
16
WealthShield Partners
North Carolina
$745K +$511K +25,600 +222%
Osaic Holdings
17
Osaic Holdings
Arizona
$743K +$159K +7,951 +27%
BCM
18
Barometer Capital Management
Ontario, Canada
$678K -$312K -15,600 -32%
UBS Group
19
UBS Group
Switzerland
$390K -$20K -1,000 -5%
AWM
20
AE Wealth Management
Kansas
$381K +$379K +18,992 New
TFA
21
Teamwork Financial Advisors
Texas
$381K +$379K +18,992 New
FTUS
22
Flow Traders U.S.
New York
$379K -$212K -10,612 -36%
CIA
23
Compass Ion Advisors
Pennsylvania
$374K +$372K +18,622 New
OPS
24
Orion Portfolio Solutions
Nebraska
$272K
Creative Planning
25
Creative Planning
Kansas
$272K +$23.9K +1,198 +10%

GCC Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q1 2021, worth a combined $53.6M — up 48% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GCC positions and 6 closed out — a net gain of 11 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $5.16M. The largest seller was Ameriprise, exiting entirely with an estimated $1.47M sold.

  • 50 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q1 2021, up from 39 in Q4 2020.
  • Funds reported $53.6M of WisdomTree Enhanced Commodity Strategy Fund stock for Q1 2021, up 48% quarter-over-quarter.
  • 17 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q1 2021 and 6 closed out, a net change of +11 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q1 2021 was Janney Montgomery Scott, an estimated $5.16M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q1 2021 was Ameriprise, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2021.