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WisdomTree Enhanced Commodity Strategy Fund

67 hedge funds and large institutions have $103M invested in WisdomTree Enhanced Commodity Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more funds holding

Funds holding: 5667 (+11)

14.75% more ownership

Funds ownership: 55.52%70.28% (+15%)

3% more capital invested

Capital invested by funds: $99.7M → $103M (+$2.88M)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
19
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$18.5M +$18.6M +886,471 New
CCA
2
Clearwater Capital Advisors
Illinois
$13.5M +$6.22M +296,120 +84%
Morgan Stanley
3
Morgan Stanley
New York
$9.38M +$7.85M +373,413 +486%
WSWA
4
Warren Street Wealth Advisors
California
$7.75M +$7.82M +372,023 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.13M +$4.05M +192,520 +189%
LPL Financial
6
LPL Financial
California
$4.49M -$1.39M -65,942 -23%
Wells Fargo
7
Wells Fargo
California
$4.25M +$1.82M +86,720 +74%
Stifel Financial
8
Stifel Financial
Missouri
$3.95M -$922K -43,877 -19%
WF
9
Wayfinding Financial
Washington
$3.85M +$3.72M +176,762 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.29M +$2.07M +98,658 +886%
JSW
11
Journey Strategic Wealth
New Jersey
$2.07M +$2.09M +99,527 New
KPWS
12
Kestra Private Wealth Services
Texas
$1.84M +$107K +5,113 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.79M -$30.3K -1,441 -2%
COCM
14
Charter Oak Capital Management
New Hampshire
$1.62M +$1.63M +77,743 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.61M +$1.63M +77,539 New
DSCM
16
Del-Sette Capital Management
New York
$1.46M +$1.47M +70,083 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.29M +$267K +12,706 +26%
OMC
18
Old Mission Capital
Illinois
$1.27M -$472K -22,442 -27%
PPW
19
Pinnacle Private Wealth
Massachusetts
$1.21M +$1.22M +58,123 New
AWM
20
Aprio Wealth Management
Georgia
$1.2M +$1.21M +57,516 New
PAS
21
Park Avenue Securities
New York
$1.16M +$1.18M +55,924 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.06M +$125K +5,964 +13%
FA
23
Fermata Advisors
California
$934K +$113K +5,354 +14%
EAM
24
Empirical Asset Management
Massachusetts
$919K +$928K +44,149 New
BWM
25
BlackDiamond Wealth Management
New York
$906K +$915K +43,523 New

GCC Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q4 2021, worth a combined $103M — up 2.9% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GCC positions and 9 closed out — a net gain of 15 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $20.5M sold.

  • 67 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $103M of WisdomTree Enhanced Commodity Strategy Fund stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 24 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q4 2021 and 9 closed out, a net change of +15 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.85M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q4 2021 was J.W. Cole Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2021.