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GCC Institutional Ownership

WisdomTree Enhanced Commodity Strategy Fund
1W: -1.4% 1M: -0.1% 3M: +13.6% YTD: +24.7% 1Y: +29.9% 3Y: +61.6% 5Y: +78.1%
$26.52
-0.13 (-0.49%)
 
Weekly Expected Move ±1.3%
$26 $26 $27 $27 $27
ETF AMEX · AUM $213.5M

Institutional Ownership — GCC

77
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
142M
Total Invested
9
New Positions
20
Increased
24
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (82 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 2,465,865 $65M +91,620 +3.9% 23Q SEC ↗
2 WELLS FARGO & COMPANY/MN 649,662 $17M +17,826 +2.8% 23Q SEC ↗
3 ROYAL BANK OF CANADA 615,559 $16M +10,054 +1.7% 23Q SEC ↗
4 Warren Street Wealth Advisors, LLC 579,283 $15M +18,827 +3.4% 19Q SEC ↗
5 Leo Wealth, LLC 436,173 $12M -12,775 -2.8% 10Q SEC ↗
6 Wright Wealth LLC 315,373 $8M +13,243 +4.4% 3Q SEC ↗
7 Kestra Advisory Services, LLC 249,283 $7M -6,677 -2.6% 8Q SEC ↗
8 Team Financial Group, LLC 130,413 $3M +5,153 +4.1% 12Q SEC ↗
9 Wayfinding Financial, LLC 121,737 $3M +13,130 +12.1% 19Q SEC ↗
10 LPL Financial LLC 108,511 $3M -114,530 -51.3% 23Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 87,486 $2M +16,145 +22.6% 7Q SEC ↗
12 MISSION WEALTH MANAGEMENT, LP 75,842 $2M -14,108 -15.7% 2Q SEC ↗
13 Cetera Investment Advisers 72,126 $2M +17,365 +31.7% 10Q SEC ↗
14 Cambridge Investment Research Advisors 57,027 $2M -30,813 -35.1% 21Q SEC ↗
15 KESTRA PRIVATE WEALTH SERVICES, LLC 52,430 $1M +9,954 +23.4% 22Q SEC ↗
16 OSAIC HOLDINGS, INC. 50,210 $1M +16,518 +49.0% 23Q SEC ↗
17 &PARTNERS 42,170 $1M +2,520 +6.4% 8Q SEC ↗
18 Global Wealth Management Investment Ad 40,523 $1M -471 -1.1% 3Q SEC ↗
19 Private Advisor Group, LLC 38,475 $1M +6,306 +19.6% 14Q SEC ↗
20 OneAscent Financial Services LLC 37,829 $1M +209 +0.6% 7Q SEC ↗
21 ROMAN BUTLER FULLERTON & CO 32,463 $861K +568 +1.8% 4Q SEC ↗
22 Sigma Planning Corp 30,140 $799K — +0.0% 10Q SEC ↗
23 Empirical Asset Management, LLC 30,118 $799K -215 -0.7% 19Q SEC ↗
24 Gateway Wealth Partners, LLC 28,636 $759K -18,804 -39.6% 2Q SEC ↗
25 WealthBridge Capital Management, LLC NEW 23,026 $611K — +0.0% 1Q SEC ↗
26 ENVESTNET ASSET MANAGEMENT INC 21,615 $573K -16,076 -42.7% 23Q SEC ↗
27 Cerity Partners LLC 21,015 $557K — +0.0% 8Q SEC ↗
28 STIFEL FINANCIAL CORP 20,720 $549K -348 -1.7% 23Q SEC ↗
29 Brookwood Investment Group LLC 18,559 $492K +696 +3.9% 2Q SEC ↗
30 Steward Partners Investment Advisory, 18,027 $478K -3,424 -16.0% 7Q SEC ↗
31 Covenant Asset Management, LLC 17,978 $477K — +0.0% 22Q SEC ↗
32 XY Planning Network, Inc. 17,315 $459K — +0.0% 3Q SEC ↗
33 Arkadios Wealth Advisors 17,097 $453K — +0.0% 17Q SEC ↗
34 Creekside Partners 15,634 $415K — +0.0% 9Q SEC ↗
35 Bison Wealth, LLC 15,599 $414K -932 -5.6% 3Q SEC ↗
36 MML INVESTORS SERVICES, LLC 12,518 $332K +2,539 +25.4% 20Q SEC ↗
37 Fermata Advisors, LLC 11,475 $304K -931 -7.5% 13Q SEC ↗
38 OPPENHEIMER & CO INC 11,414 $303K +785 +7.4% 2Q SEC ↗
39 REGIONS FINANCIAL CORP 10,764 $285K — +0.0% 7Q SEC ↗
40 REAP Financial Group, LLC 10,650 $282K -4,739 -30.8% 11Q SEC ↗
41 Caitlin John, LLC 10,586 $281K -35 -0.3% 2Q SEC ↗
42 JANE STREET GROUP, LLC 10,168 $270K -21,860 -68.3% 2Q SEC ↗
43 Merit Financial Group, LLC 9,219 $244K -421 -4.4% 5Q SEC ↗
44 HRT FINANCIAL LP NEW 9,071 $241K — +0.0% 1Q SEC ↗
45 JOURNEY STRATEGIC WEALTH LLC 8,989 $238K -2,316 -20.5% 8Q SEC ↗
46 TD Waterhouse Canada Inc. 7,107 $188K — +0.0% 6Q SEC ↗
47 FIFTH THIRD BANCORP 5,471 $145K -134 -2.4% 2Q SEC ↗
48 Ashton Thomas Private Wealth, LLC 4,991 $132K — +0.0% 2Q SEC ↗
49 Smithfield Trust Co 3,583 $95K — +0.0% 23Q SEC ↗
50 MERCER GLOBAL ADVISORS INC /ADV NEW 3,535 $94K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +91,620 +3.9% 2,465,865
Warren Street Wealth Advisors, LLC +18,827 +3.4% 579,283
WELLS FARGO & COMPANY/MN +17,826 +2.8% 649,662
Cetera Investment Advisers +17,365 +31.7% 72,126
OSAIC HOLDINGS, INC. +16,518 +49.0% 50,210
RAYMOND JAMES FINANCIAL INC +16,145 +22.6% 87,486
Wright Wealth LLC +13,243 +4.4% 315,373
Wayfinding Financial, LLC +13,130 +12.1% 121,737
ROYAL BANK OF CANADA +10,054 +1.7% 615,559
KESTRA PRIVATE WEALTH SERVICES, LLC +9,954 +23.4% 52,430
Private Advisor Group, LLC +6,306 +19.6% 38,475
Team Financial Group, LLC +5,153 +4.1% 130,413
MML INVESTORS SERVICES, LLC +2,539 +25.4% 12,518
&PARTNERS +2,520 +6.4% 42,170
OPPENHEIMER & CO INC +785 +7.4% 11,414
Brookwood Investment Group LLC +696 +3.9% 18,559
ROMAN BUTLER FULLERTON & CO +568 +1.8% 32,463
OneAscent Financial Services LLC +209 +0.6% 37,829
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +130 +51.0% 385
Covestor Ltd +19 +11.7% 181
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -114,530 -51.3% 108,511
Cambridge Investment Research Advis -30,813 -35.1% 57,027
Farther Finance Advisors, LLC -28,113 -94.3% 1,715
JANE STREET GROUP, LLC -21,860 -68.3% 10,168
Gateway Wealth Partners, LLC -18,804 -39.6% 28,636
ENVESTNET ASSET MANAGEMENT INC -16,076 -42.7% 21,615
MISSION WEALTH MANAGEMENT, LP -14,108 -15.7% 75,842
Leo Wealth, LLC -12,775 -2.8% 436,173
Kestra Advisory Services, LLC -6,677 -2.6% 249,283
REAP Financial Group, LLC -4,739 -30.8% 10,650
Steward Partners Investment Advisor -3,424 -16.0% 18,027
JOURNEY STRATEGIC WEALTH LLC -2,316 -20.5% 8,989
Bison Wealth, LLC -932 -5.6% 15,599
Fermata Advisors, LLC -931 -7.5% 11,475
Global Wealth Management Investment -471 -1.1% 40,523
Merit Financial Group, LLC -421 -4.4% 9,219
STIFEL FINANCIAL CORP -348 -1.7% 20,720
Empirical Asset Management, LLC -215 -0.7% 30,118
FIFTH THIRD BANCORP -134 -2.4% 5,471
Caitlin John, LLC -35 -0.3% 10,586

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms