Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
47.8K+ 7.69% |
$797K - $879K
|
670K
$12.6M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 4.56% |
$666K - $734K
|
915K
$17.2M
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.3KNew |
$521K - $575K
|
31.3K
$589K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25.4KNew |
$424K - $467K
|
25.4K
$479K
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 6.35% |
$394K - $434K
|
396K
$7.45M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.9K+ 1.78% |
$165K - $182K
|
566K
$10.7M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.98K+ 7.65% |
$150K - $165K
|
126K
$2.38M
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.2K+ 28.15% |
$120K - $132K
|
32.8K
$617K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.14K+ 13.14% |
$102K - $113K
|
52.9K
$995K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.94K+ 8.98% |
$82.4K - $90.8K
|
60K
$1.13M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.56K+ 2.21% |
$76K - $83.8K
|
211K
$3.96M
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.1K+ 4.83% |
$68.3K - $75.3K
|
89K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.1K+ 4.79% |
$68.3K - $75.2K
|
89.6K
$1.69M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.27K+ 7.1% |
$54.5K - $60K
|
49.3K
$928K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 5.37% |
$54K - $59.5K
|
63.6K
$1.2M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.62KNew |
$43.7K - $48.2K
|
2.62K
$49.3K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.29K+ 9.32% |
$38.2K - $42.1K
|
26.9K
$506K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 3.6% |
$26.9K - $29.7K
|
46.4K
$874K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.56K+ 8.31% |
$26K - $28.7K
|
20.3K
$383K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
464+ 2.4% |
$7.73K - $8.52K
|
19.8K
$373K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400New |
$6.67K - $7.35K
|
400
$7.53K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
119+ 25.37% |
$1.98K - $2.19K
|
588
$11.1K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 2.07% |
$700 - $772
|
2.07K
$38.9K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
24New |
$400 - $441
|
24
$452
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$250 - $276
|
15
$282
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 8.19% |
$233 - $257
|
185
$3.48K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 50.0% |
$16.7 - $18.4
|
1
$18.8
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36- 0.23% |
$600 - $661
|
15.5K
$292K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-42- 0.19% |
$700 - $772
|
22.1K
$416K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-395- 1.0% |
$6.58K - $7.26K
|
38.9K
$733K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-520- 2.99% |
$8.67K - $9.55K
|
16.9K
$318K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-646- 49.35% |
$10.8K - $11.9K
|
663
$12.5K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 65.63% |
$17.5K - $19.3K
|
550
$10.4K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.07K- 4.76% |
$17.8K - $19.6K
|
21.3K
$401K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 4.5% |
$42.7K - $47K
|
54.3K
$1.02M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.76K- 18.22% |
$46K - $50.7K
|
12.4K
$233K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.36K- 3.05% |
$55.9K - $61.6K
|
107K
$2.01M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.69K- 2.32% |
$61.6K - $67.8K
|
155K
$2.92M
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-3.77K- 23.36% |
$62.8K - $69.2K
|
12.4K
$233K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.71K- 23.15% |
$78.4K - $86.4K
|
15.6K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.34K- 30.23% |
$89K - $98.1K
|
12.3K
$232K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.63K- 20.95% |
$127K - $140K
|
28.8K
$542K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 29.95% |
$173K - $191K
|
24.3K
$457K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-12.8K- 4.28% |
$213K - $235K
|
285K
$5.37M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.8K- 6.76% |
$330K - $364K
|
274K
$5.15M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 41.29% |
$703K - $775K
|
60K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.8K- 6.43% |
$780K - $860K
|
682K
$12.8M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.4K- 27.07% |
$824K - $908K
|
133K
$2.51M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-124K- 75.0% |
$2.07M - $2.28M
|
41.4K
$779K
|