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1834 Investment Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

1834 Investment Advisors’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-535
Closed -$12K – 497
2021
Q2 		$12K Buy
535
+68
+15% +$1.48K ﹤0.01% 400
2021
Q1 		$9K Buy
+467
New +$9.33K ﹤0.01% 394

Other funds holding GCC

JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
NWS
Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1834 Investment Advisors's GCC Position: Q3 2021 in Review

1834 Investment Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2021, closing a stake of 535 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in GCC in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 56 funds tracked by Wall St. Rank hold GCC as of Q3 2021.

  • 1834 Investment Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 535 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2021, an estimated $12K.
  • 1834 Investment Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2021 and held it in 2 quarters.
  • 1834 Investment Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $12K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.