Basic Stats
Institutional Owners | 51 total, 51 long only, 0 short only, 0 long/short - change of -8.93% MRQ |
Average Portfolio Allocation | 0.1775 % - change of -2.55% MRQ |
Institutional Shares (Long) | 3,963,123 (ex 13D/G) - change of -1.39MM shares -25.92% MRQ |
Institutional Value (Long) | $ 72,603 USD ($1000) |
Institutional Ownership and Shareholders
WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund (US:GCC) has 51 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,963,123 shares. Largest shareholders include Warren Street Wealth Advisors, LLC, Royal Bank Of Canada, Morgan Stanley, Wells Fargo & Company/mn, Leo Wealth, LLC, Empirical Asset Management, LLC, Team Financial Group, LLC, Wayfinding Financial, LLC, LPL Financial LLC, and Cambridge Investment Research Advisors, Inc. .
WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund (ARCA:GCC) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 20.62 / share. Previously, on September 9, 2024, the share price was 18.10 / share. This represents an increase of 13.91% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Covenant Asset Management, LLC | 12,325 | 0.00 | 245 | 1.66 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14,017 | 0.16 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 18,865 | -64.94 | 375 | -64.42 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 636,417 | 7.51 | 12,661 | 9.09 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 7,129 | 0.00 | 141 | 0.72 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 112,965 | 8.69 | 2,247 | 10.31 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 13,887 | -10.22 | 276 | -8.91 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 52,685 | -18.46 | 1,048 | -17.22 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 19,506 | -6.23 | 388 | -4.67 | ||||
2025-04-21 | 13F | Barrett & Company, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 3,583 | 0.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63,927 | 19.97 | 1,272 | 21.74 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 49,468 | 983 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 594 | 21.72 | 12 | 22.22 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 610,848 | 1.67 | 12,152 | 3.16 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 | 0.00 | 0 | |||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 21,121 | -35.43 | 418 | -34.79 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 26,560 | 4.15 | 528 | 5.81 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 10,131 | 202 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | -99.49 | 0 | -100.00 | ||||
2025-05-13 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41,006 | 5.68 | 816 | 7.24 | ||||
2025-05-14 | 13F | Group One Trading, L.p. | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | Raymond James Financial Inc | 21,450 | 99.76 | 427 | 102.86 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100,981 | -6.09 | 2 | 0.00 | ||||
2025-08-11 | 13F | Covestor Ltd | 83 | 0.00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 342 | 73.60 | 7 | 100.00 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 137,848 | 0.48 | 2,742 | 1.97 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 24,429 | -45.70 | 486 | -44.90 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 35,155 | -1.69 | 1 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Leo Wealth, LLC | 417,436 | 60.02 | 8,312 | 62.53 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 2,238 | 0.00 | 45 | 2.33 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 22,338 | 20.16 | 444 | 21.98 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 48,784 | 1 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 | 0.00 | 1 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 20,199 | 0.00 | 402 | 1.26 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 202 | 0.00 | 4 | 33.33 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 588 | 0.00 | 12 | 0.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,558 | 15.05 | 688 | 16.64 | ||||
2025-08-14 | 13F | Comerica Bank | 2,395 | 0.00 | 48 | 2.17 | ||||
2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 20,358 | 0.00 | 405 | 1.25 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 15,641 | -2.86 | 311 | -1.27 | ||||
2025-07-29 | 13F | Creekside Partners | 15,421 | 0.00 | 307 | 1.32 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 470,665 | -3.39 | 9,363 | -1.97 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 300 | 0.00 | 6 | 0.00 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 755 | 0.00 | 15 | 7.14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 105,645 | -8.60 | 2,102 | -7.28 | ||||
2025-07-29 | 13F | Regions Financial Corp | 10,764 | 0.00 | 214 | 1.42 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 11,229 | 1.04 | 223 | 2.76 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,791 | -95.99 | 215 | -95.94 | ||||
2025-04-08 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 110,431 | -2.94 | 2 | 0.00 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,268 | 0.10 | 324 | 1.57 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 558,423 | 6.05 | 11,109 | 7.61 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 32,331 | -93.97 | 643 | -93.89 |