Purchases and Sales Made in Q1 2024 in Wisdom Tree Continuous Commodity Index Fund (GCC)
This table provides information about the institutional ownership of Wisdom Tree Continuous Commodity Index Fund (GCC) during Q1 2024. The information is specifically focused on institutions that hold shares of WisdomTree Continuous Commodity Index Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 47.02% |
$3.1M - $3.44M
|
583K
$11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 47.02% |
$3.1M - $3.44M
|
583K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.1K+ 9.59% |
$868K - $961K
|
595K
$11.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2KNew |
$437K - $483K
|
26.2K
$493K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
25K+ 5.32% |
$416K - $460K
|
494K
$9.3M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17.4K+ 5.0% |
$290K - $321K
|
366K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17KNew |
$284K - $314K
|
17K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2KNew |
$237K - $263K
|
14.2K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 82.72% |
$178K - $197K
|
23.6K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 3.94% |
$175K - $193K
|
277K
$5.21M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.92K+ 1.69% |
$165K - $183K
|
595K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
9.77K+ 6.5% |
$163K - $180K
|
160K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.24K+ 14.19% |
$37.3K - $41.3K
|
18K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1KNew |
$16.7K - $18.4K
|
1K
$18.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
275+ 2.38% |
$4.58K - $5.07K
|
11.9K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$1.66K - $1.84K
|
100
$1.88K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 15.89% |
$400 - $443
|
175
$3.29K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$16.7 - $18.4
|
1
$18.8
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-12- 2.91% |
$200 - $221
|
400
$7.53K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-110- 0.12% |
$1.83K - $2.03K
|
88.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-669- 53.22% |
$11.1K - $12.3K
|
588
$11.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-700- 0.12% |
$11.7K - $12.9K
|
583K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.11KClosed |
$18.5K - $20.4K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.7K- 5.49% |
$28.4K - $31.4K
|
29.3K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 6.41% |
$40K - $44.3K
|
35.1K
$660K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.05K- 12.79% |
$101K - $111K
|
41.2K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 37.21% |
$195K - $216K
|
19.8K
$372K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 28.56% |
$272K - $302K
|
40.9K
$770K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 33.97% |
$321K - $356K
|
37.5K
$706K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.9K- 36.44% |
$331K - $367K
|
34.7K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.3K- 34.47% |
$337K - $373K
|
38.5K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.9K- 23.12% |
$397K - $440K
|
79.4K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.1K- 50.38% |
$502K - $556K
|
29.7K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.9K- 28.79% |
$580K - $643K
|
86.2K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.5K- 29.42% |
$1.66M - $1.84M
|
239K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-104K- 48.92% |
$1.72M - $1.91M
|
108K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-401K- 84.5% |
$6.67M - $7.39M
|
73.5K
$1.38M
|