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Get Institutions for : 
Wisdomtree Enhanced Commodity Strategy Fund (GCC)  
$18.72 0.00 (0.00%) as of 4:30 Fri 12/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    9
Total shares held : 
3,799,440  
% of shares held : 
42.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-1,082,443  
% of shares held change : 
  -12.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 181,492
 4.78%
 
Increased Positions :
16
 822,051
 21.64%
 
Unchanged Positions :
9
 40,208
 1.06%
 
Decreased Positions :
16
-1,170,083
-30.8%
 
Closed Positions :
13
-915,903
-24.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ROYAL BANK OF CANADA 1438 - 2024-03-31 595,415 $10,974,000 52,124
   MORGAN STANLEY 3256 - 2024-03-31 582,672 $10,739,000 186,339
   Warren Street Wealth Advisors LLC 4 - 2024-03-31 494,363 $9,111,000 24,965
   Leo Wealth LLC 30 - 2024-03-31 366,184 $6,767,000 17,430
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 727 - 2024-03-31 277,094 $5,107,000 10,493
   BFT FINANCIAL GROUP LLC 28 - 2023-06-30 285,435 $4,876,000 -12,766
   WELLS FARGO & CO/MN 2046 - 2024-03-31 238,799 $4,401,000 -99,523
   Wayfinding Financial LLC 14 - 2024-03-31 160,251 $3,036,000 9,774
   Team Financial Group LLC 13 - 2024-03-31 108,167 $1,994,000 -103,600
   Empirical Asset Management LLC 26 - 2024-03-31 88,632 $1,633,000 -110
   ENVESTNET ASSET MANAGEMENT INC 2703 - 2024-03-31 86,197 $1,589,000 -34,856
   ROTHSCHILD INVESTMENT CORP /IL 138 - 2023-09-30 84,970 $1,531,000 -4,605
   LPL FINANCIAL CORP 2795 - 2024-03-31 79,365 $1,463,000 -23,873
   JANE STREET GROUP LLC 2707 - 2024-03-31 73,455 $1,354,000 -400,502
   Truadvice LLC 87 - 2023-09-30 48,039 $829,000 26,706
   KLR INVESTMENT ADVISORS LLC 40 - 2024-03-31 41,228 $800,000 -6,045
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2216 - 2024-03-31 40,931 $754,000 -16,366
   MML INVESTORS SERVICES LLC 1599 - 2024-03-31 38,493 $709,000 -20,251
   NATIONAL ASSET MANAGEMENT, INC. 654 - 2024-03-31 37,532 $676,000 -19,307
   Beacon Pointe Advisors LLC 813 - 2024-03-31 35,070 $646,000 -2,400
   KESTRA PRIVATE WEALTH SERVICES LLC 699 - 2024-03-31 34,718 $640,000 -19,906
   Private Advisor Group LLC 1452 - 2024-03-31 29,684 $547,000 -30,140
   Fermata Advisors LLC 107 - 2024-03-31 29,345 $541,000 -1,704
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3612 - 2024-03-31 23,569 $434,000 10,670
   Arkadios Wealth Advisors 438 - 2024-03-31 22,115 $408,000 0
   Advisor Group Holdings Inc. 3172 - 2024-03-31 19,778 $365,000 -11,721
   STIFEL FINANCIAL CORP 2839 - 2024-03-31 18,036 $332,000 2,241
   FINANCIAL NETWORK 2228 - 2024-03-31 17,307 $319,000 0
   TOWNSQUARE CAPITAL LLC 985 *New 2024-03-31 17,038 $314,000 17,038
   Sigma Planning Corp 1005 *New 2024-03-31 14,243 $263,000 14,243
   Covenant Asset Management LLC 129 - 2024-03-31 11,850 $218,000 275
   SMITHFIELD TRUST CO 459 - 2024-03-31 5,157 $95,000 0
   Sargent Bickham Lagudis LLC 354 - 2022-12-31 4,641 $85,000 -378
   Coastal Capital Group Inc. 187 - 2023-06-30 3,988 $68,000 0
   COMERICA BANK 2780 - 2024-03-31 2,395 $44,000 0
   GoalVest Advisory LLC 206 - 2024-03-31 2,238 $41,000 0
   Financial Gravity Wealth Inc. 345 *New 2024-03-31 1,000 $18,000 1,000
   Frazier Financial Advisors LLC 339 - 2024-03-31 755 $14,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2534 - 2024-03-31 588 $11,000 -669
   PROEQUITIES INC. 1708 - 2024-03-31 550 $10,000 0
   BARRETT & COMPANY INC. 442 - 2024-03-31 440 $8,000 0
   Covestor Ltd 1812 - 2024-03-31 175 $3,000 24
   Asset Dedication LLC 874 - 2024-03-31 202 $3,000 0
   Steward Partners Investment Advisory LLC 3309 *New 2024-03-31 100 $2,000 100
   Ronald Blue Trust Inc. 2023 - 2024-03-31 1 $0 0
   HPM Partners LLC 2270 *Closed 2024-03-31 0 $0 -43,346
   FMR LLC 4828 *Closed 2024-03-31 0 $0 -1
   TOWER RESEARCH CAPITAL LLC 5663 - 2024-03-31 12 $0 0
   Cutler Group LP 1027 *Closed 2024-03-31 0 $0 -155
   FLOW TRADERS U.S. LLC 963 *Closed 2024-03-31 0 $0 -34,404
   New Century Financial Group LLC 188 *Closed 2024-03-31 0 $0 -10,976
   Charter Oak Capital Management LLC 190 *Closed 2024-03-31 0 $0 -10,703
   Perigon Wealth Management LLC 868 *Closed 2024-03-31 0 $0 -14,553
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1887 *New 2024-03-31 1 $0 1
   Atlantic Trust Group LLC 3008 *New 2024-03-31 0 $0 0
   Cape Investment Advisory Inc. 1087 *Closed 2023-12-31 0 $0 -1,000
   BANK OF MONTREAL /CAN/ 3661 *Closed 2024-03-31 0 $0 -135,750
   UBS Group AG 8361 *Closed 2024-03-31 0 $0 -1,641
   Merit Financial Group LLC 922 *Closed 2024-03-31 0 $0 -247,895
   Avestar Capital LLC 429 *Closed 2024-03-31 0 $0 -135,606

  60 Records found
  1    
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