Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
434K+ 92.12% |
$7.74M - $9.76M
|
905K
$17M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
293KNew |
$5.23M - $6.59M
|
293K
$5.52M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 30.51% |
$4.05M - $5.1M
|
970K
$18.3M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
105K+ 31.54% |
$1.87M - $2.36M
|
437K
$8.23M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 44.3% |
$1.85M - $2.34M
|
338K
$6.37M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.1K+ 407.06% |
$1.64M - $2.07M
|
115K
$2.16M
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
70.1KNew |
$1.25M - $1.58M
|
70.1K
$1.32M
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
52.5KNew |
$937K - $1.18M
|
52.5K
$988K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
48.4K+ 37.76% |
$865K - $1.09M
|
177K
$3.33M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.5KNew |
$705K - $888K
|
39.5K
$743K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
35.4KNew |
$632K - $797K
|
35.4K
$667K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 33.09% |
$522K - $657K
|
118K
$2.21M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
25.6KNew |
$457K - $576K
|
25.6K
$482K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
23.6KNew |
$421K - $530K
|
23.6K
$444K
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
15.8KNew |
$283K - $356K
|
15.8K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 45.28% |
$252K - $317K
|
45.2K
$851K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
11.4K+ 18.69% |
$203K - $256K
|
72.2K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$180K - $226K
|
10.1K
$190K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.66K+ 11.93% |
$172K - $217K
|
90.6K
$1.71M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.1K+ 41.58% |
$163K - $205K
|
31K
$583K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.2K+ 6.21% |
$92.8K - $117K
|
88.9K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.68K+ 100.0% |
$83.5K - $105K
|
9.36K
$176K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.47KNew |
$79.9K - $101K
|
4.47K
$84.2K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3.68KNew |
$65.7K - $82.7K
|
3.68K
$69.2K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.64K+ 20.62% |
$64.9K - $81.8K
|
21.3K
$401K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.09K+ 7.76% |
$55.1K - $69.4K
|
42.8K
$806K
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3K+ 13.26% |
$53.5K - $67.4K
|
25.6K
$482K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.02K+ 91.44% |
$36K - $45.4K
|
4.23K
$79.5K
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.7K+ 4.21% |
$30.4K - $38.3K
|
42.1K
$792K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 6.32% |
$23.7K - $29.9K
|
22.3K
$420K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.2K+ 4.09% |
$21.4K - $26.9K
|
30.5K
$574K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.17K+ 8.35% |
$20.8K - $26.3K
|
15.2K
$285K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
956+ 8.29% |
$17.1K - $21.5K
|
12.5K
$235K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
609+ 26.84% |
$10.9K - $13.7K
|
2.88K
$54.2K
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
275+ 2.4% |
$4.91K - $6.18K
|
11.7K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72+ 0.72% |
$1.29K - $1.62K
|
10K
$189K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
41+ 26.28% |
$732 - $922
|
197
$3.71K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-378- 7.53% |
$6.75K - $8.5K
|
4.64K
$87.3K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-400- 2.11% |
$7.14K - $9K
|
18.5K
$349K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 81.63% |
$7.14K - $9K
|
90
$1.69K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-642- 3.18% |
$11.5K - $14.4K
|
19.5K
$368K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 2.86% |
$19K - $23.9K
|
36.1K
$679K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 0.85% |
$23.9K - $30.1K
|
157K
$2.96M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.7K- 5.05% |
$30.4K - $38.3K
|
32K
$603K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.1K- 4.86% |
$37.5K - $47.3K
|
41.2K
$775K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.5K- 11.09% |
$44.6K - $56.2K
|
20.1K
$377K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.72K- 17.06% |
$48.6K - $61.3K
|
13.2K
$249K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.34K- 31.47% |
$113K - $142K
|
13.8K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.53K- 24.53% |
$117K - $147K
|
20.1K
$378K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.3K- 36.3% |
$219K - $276K
|
21.5K
$405K
|