WisdomTree EnhancedContinuous Commodity Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.47 M | $55.85 M | 3.86% | 30.62% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 649.66 K | $14.71 M | 2.82% | 8.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 615.56 K | $13.94 M | 1.66% | 7.64% |
| WARREN STREET WEALTH ADVISORS, LLC | 07/23/2026 | 579.28 K | $13.12 M | 3.36% | 7.19% |
| WRIGHT WEALTH LLC | 07/29/2026 | 315.37 K | $7.14 M | 4.38% | 3.92% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 249.28 K | $5.65 M | -2.61% | 3.10% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 130.41 K | $2.95 M | 4.11% | 1.62% |
| WAYFINDING FINANCIAL, LLC | 08/13/2026 | 121.74 K | $2.76 M | 12.09% | 1.51% |
| LPL FINANCIAL LLC | 08/07/2026 | 108.51 K | $2.46 M | -51.35% | 1.35% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 87.49 K | $1.98 M | 22.63% | 1.09% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 75.84 K | $1.72 M | -15.68% | 0.94% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 72.13 K | $1.63 M | 31.71% | 0.90% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 57.03 K | $1.29 M | -35.08% | 0.71% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 52.43 K | $1.19 M | 23.43% | 0.65% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 50.21 K | $1.14 M | 49.03% | 0.62% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 42.17 K | $955.15 K | 6.36% | 0.52% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 07/29/2026 | 40.52 K | $917.85 K | -1.15% | 0.50% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 38.48 K | $871.47 K | 19.60% | 0.48% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 37.83 K | $856.84 K | 0.56% | 0.47% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 32.46 K | $771.28 K | 1.78% | 0.40% |
| SIGMA PLANNING CORP | 08/07/2026 | 30.14 K | $682.68 K | 0.00% | 0.37% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 30.12 K | $682.18 K | -0.71% | 0.37% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 28.64 K | $648.61 K | -39.64% | 0.36% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 23.03 K | $521.54 K | 100.00% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 21.62 K | $489.58 K | -42.65% | 0.27% |
| CERITY PARTNERS LLC | 08/14/2026 | 21.02 K | $475.98 K | 0.00% | 0.26% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 20.72 K | $469.31 K | -1.65% | 0.26% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 18.56 K | $420.36 K | 3.90% | 0.23% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 18.03 K | $408.31 K | -15.96% | 0.22% |
| COVENANT ASSET MANAGEMENT, LLC | 07/20/2026 | 17.98 K | $407.20 K | 0.00% | 0.22% |
| XY PLANNING NETWORK, INC. | 07/15/2026 | 17.32 K | $392.18 K | 0.00% | 0.22% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 17.10 K | $387.25 K | 0.00% | 0.21% |
| CREEKSIDE PARTNERS | 07/31/2026 | 15.63 K | $354.10 K | 0.00% | 0.19% |
| BISON WEALTH, LLC | 07/07/2026 | 15.60 K | $364.23 K | -5.64% | 0.19% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 12.52 K | $283.53 K | 25.44% | 0.16% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 11.48 K | $259.92 K | -7.50% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 11.41 K | $258.53 K | 7.39% | 0.14% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 10.76 K | $243.81 K | 0.00% | 0.13% |
| REAP FINANCIAL GROUP, LLC | 08/04/2026 | 10.65 K | $241.22 K | -30.79% | 0.13% |
| CAITLIN JOHN, LLC | 08/17/2026 | 10.59 K | $239.77 K | -0.33% | 0.13% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.17 K | $230.31 K | -68.25% | 0.13% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 9.22 K | $208.81 K | -4.37% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 9.07 K | $205.00 K | 100.00% | 0.11% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 7.11 K | $160.33 K | 0.00% | 0.09% |
| FIFTH THIRD BANCORP | 08/05/2026 | 5.47 K | $123.92 K | -2.39% | 0.07% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 4.99 K | $113.05 K | 0.00% | 0.06% |
| SMITHFIELD TRUST CO | 08/05/2026 | 3.58 K | $81.00 K | 0.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.54 K | $80.06 K | 100.00% | 0.04% |
| FRAZIER FINANCIAL ADVISORS, LLC | 08/10/2026 | 3.53 K | $79.96 K | 0.00% | 0.04% |
| GOALVEST ADVISORY LLC | 07/09/2026 | 2.24 K | $50.69 K | 0.00% | 0.03% |
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WisdomTree EnhancedContinuous Commodity Index Fund institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of WisdomTree EnhancedContinuous Commodity Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.47 M
WELLS FARGO & COMPANY/MN: 649,662
ROYAL BANK OF CANADA: 615,559
Warren Street Wealth Advisors, LLC: 579,283
Wright Wealth LLC: 315,373
Kestra Advisory Services, LLC: 249,283
77.69% of WisdomTree EnhancedContinuous Commodity Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.60 M shares in the last 24 months. This purchase volume represents approximately $183.01 M in transactions.