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WisdomTree Enhanced Commodity Strategy Fund

82 hedge funds and large institutions have $193M invested in WisdomTree Enhanced Commodity Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

88% more capital invested

Capital invested by funds: $103M → $193M (+$90.8M)

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39.08% more ownership

Funds ownership: 70.28%109.36% (+39%)

22% more funds holding

Funds holding: 6782 (+15)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
28
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$21.8M -$522K -22,289 -3%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M +$9.42M +401,987 +89%
CCA
3
Clearwater Capital Advisors
Illinois
$16.6M +$192K +8,176 +1%
KAS
4
Kestra Advisory Services
Texas
$11.9M +$10.4M +442,139 +1,628%
Wells Fargo
5
Wells Fargo
California
$10.6M +$5.09M +217,226 +107%
LPL Financial
6
LPL Financial
California
$10.2M +$4.39M +187,574 +87%
BRWA
7
B. Riley Wealth Advisors
Florida
$9.63M +$8.53M +364,160 +2,118%
WSWA
8
Warren Street Wealth Advisors
California
$8.51M -$822K -35,103 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.24M +$746K +31,849 +11%
AWM
10
Aprio Wealth Management
Georgia
$7.47M +$5.58M +238,092 +414%
BPA
11
Beacon Pointe Advisors
California
$6.34M +$5.88M +250,953 New
FAIM
12
Financial Advocates Investment Management
Washington
$6.12M +$5.03M +214,591 +773%
LB
13
Leo Brokerage
Texas
$4.59M +$4.26M +181,881 New
Stifel Financial
14
Stifel Financial
Missouri
$4.03M -$700K -29,862 -16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.42M +$596K +25,430 +23%
WF
16
Wayfinding Financial
Washington
$3.34M -$1.1M -46,769 -26%
Jane Street
17
Jane Street
New York
$3.32M +$3.08M +131,545 New
Franklin Resources
18
Franklin Resources
California
$3.14M +$2.91M +124,209 New
FTUS
19
Flow Traders U.S.
New York
$2.44M +$2.26M +96,419 New
KPWS
20
Kestra Private Wealth Services
Texas
$2.39M +$145K +6,205 +7%
PAS
21
Park Avenue Securities
New York
$2.05M +$589K +25,148 +45%
BWM
22
BlackDiamond Wealth Management
New York
$1.68M +$537K +22,943 +53%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.62M +$47.2K +2,014 +3%
PPW
24
Pinnacle Private Wealth
Massachusetts
$1.46M -$11.3K -481 -0.8%
AWM
25
AE Wealth Management
Kansas
$1.41M +$810K +34,577 +163%

GCC Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Enhanced Commodity Strategy Fund (GCC) for Q1 2022, worth a combined $193M — up 88% from $103M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GCC positions and 5 closed out — a net gain of 17 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $10.4M. The largest seller was Journey Strategic Wealth, exiting entirely with an estimated $2.07M sold.

  • 82 institutional investors held WisdomTree Enhanced Commodity Strategy Fund (GCC) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $193M of WisdomTree Enhanced Commodity Strategy Fund stock for Q1 2022, up 88% quarter-over-quarter.
  • 22 funds opened new WisdomTree Enhanced Commodity Strategy Fund positions in Q1 2022 and 5 closed out, a net change of +17 holders.
  • The largest WisdomTree Enhanced Commodity Strategy Fund buyer in Q1 2022 was Kestra Advisory Services, an estimated $10.4M added.
  • The largest WisdomTree Enhanced Commodity Strategy Fund seller in Q1 2022 was Journey Strategic Wealth, an estimated $2.07M sold.

Based on aggregated 13F filings for Q1 2022.