WisdomTree EnhancedContinuous Commodity Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 728.16 K | $15.40 M | 23.76% | 9.04% |
| ROYAL BANK OF CANADA | 02/17/2026 | 635.48 K | $13.44 M | 2.22% | 7.89% |
| WARREN STREET WEALTH ADVISORS, LLC | 01/29/2026 | 634.00 K | $13.41 M | 2.54% | 7.87% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 583.29 K | $12.34 M | 4.16% | 7.24% |
| LEO WEALTH, LLC | 01/21/2026 | 448.95 K | $9.50 M | 74.99% | 5.58% |
| 02/13/2026 | 291.07 K | $6.16 M | 100.00% | 3.61% | |
| LPL FINANCIAL LLC | 02/11/2026 | 255.48 K | $5.40 M | 137.99% | 3.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 238.47 K | $5.04 M | 32.24% | 2.96% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 125.85 K | $2.66 M | 11.39% | 1.56% |
| WAYFINDING FINANCIAL, LLC | 02/12/2026 | 109.38 K | $2.31 M | -0.42% | 1.36% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 80.84 K | $1.71 M | -17.31% | 1.00% |
| 01/13/2026 | 67.92 K | $1.43 M | 20.99% | 0.84% | |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 43.06 K | $911.00 K | -6.16% | 0.53% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 02/04/2026 | 40.39 K | $854.15 K | 100.00% | 0.50% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 40.26 K | $852.30 K | 5.75% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 40.10 K | $848.05 K | -37.33% | 0.50% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 39.31 K | $831.33 K | 24.91% | 0.49% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 36.63 K | $774.75 K | -0.81% | 0.45% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 36.36 K | $768.96 K | 0.93% | 0.45% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 32.73 K | $692.33 K | 1.73% | 0.41% |
| ROMAN BUTLER FULLERTON & CO | 01/26/2026 | 29.92 K | $686.13 K | 1.10% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 29.83 K | $630.96 K | 125.50% | 0.37% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 28.88 K | $610.79 K | -47.51% | 0.36% |
| SIGMA PLANNING CORP | 01/30/2026 | 28.38 K | $600.22 K | 0.16% | 0.35% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 22.21 K | $469.80 K | 4.42% | 0.28% |
| CERITY PARTNERS LLC | 02/11/2026 | 21.02 K | $444.46 K | 3.23% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 18.68 K | $395.17 K | -15.86% | 0.23% |
| COVENANT ASSET MANAGEMENT, LLC | 01/30/2026 | 18.25 K | $386.05 K | 47.50% | 0.23% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 17.94 K | $379.36 K | -2.37% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 17.37 K | $367.40 K | 0.00% | 0.22% |
| XY PLANNING NETWORK, INC. | 01/26/2026 | 17.11 K | $361.85 K | 100.00% | 0.21% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 17.10 K | $361.60 K | -12.54% | 0.21% |
| CREEKSIDE PARTNERS | 02/13/2026 | 15.63 K | $330.65 K | 1.38% | 0.19% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 13.95 K | $295.10 K | 1.34% | 0.17% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 13.14 K | $277.89 K | 20.57% | 0.16% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 11.79 K | $249.40 K | 100.00% | 0.15% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 11.31 K | $239.10 K | 1.43% | 0.14% |
| REGIONS FINANCIAL CORP | 01/27/2026 | 10.76 K | $227.66 K | 0.00% | 0.13% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 10.74 K | $227.15 K | 7.92% | 0.13% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 7.11 K | $149.67 K | -0.31% | 0.09% |
| SMITHFIELD TRUST CO | 02/09/2026 | 3.58 K | $76.00 K | 0.00% | 0.04% |
| FRAZIER FINANCIAL ADVISORS, LLC | 02/09/2026 | 3.53 K | $74.66 K | 0.00% | 0.04% |
| COMERICA BANK | 01/29/2026 | 3.17 K | $66.94 K | 32.15% | 0.04% |
| GOALVEST ADVISORY LLC | 01/05/2026 | 2.24 K | $47.33 K | 0.00% | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 1.86 K | $39.23 K | 100.00% | 0.02% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 1.59 K | $33.57 K | 100.00% | 0.02% |
| ROOT FINANCIAL PARTNERS, LLC | 02/10/2026 | 600 | $12.69 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 588 | $12.44 K | 0.00% | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 588 | $12.44 K | 546.15% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 571 | $12.24 K | 24.13% | 0.01% |
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WisdomTree EnhancedContinuous Commodity Index Fund institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of WisdomTree EnhancedContinuous Commodity Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 728,160
ROYAL BANK OF CANADA: 635,478
Warren Street Wealth Advisors, LLC: 633,999
WELLS FARGO & COMPANY/MN: 583,291
Leo Wealth, LLC: 448,948
LPL Financial LLC: 255,484
60.71% of WisdomTree EnhancedContinuous Commodity Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.42 M shares in the last 24 months. This purchase volume represents approximately $126.12 M in transactions.