Amplius Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Amplius Wealth 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
2022 Q4	–	Sell	-605,086	Closed	-$12.9M	–	171
2022 Q3	$12.9M	Sell	605,086 -29,243	-5%	-$658K	2.31%	16
2022 Q2	$14.9M	Sell	634,329 -229,853	-27%	-$5.88M	2.41%	14
2022 Q1	$21.8M	Sell	864,182 -22,289	-3%	-$522K	3.36%	9
2021 Q4	$18.5M	Buy	+886,471	New	+$18.6M	2.55%	12

Other funds holding GCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Amplius Wealth Advisors's GCC Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 605,086 shares — an estimated $12.9M sold.

Amplius Wealth Advisors first reported a position in GCC in Q4 2021 and held it in 4 quarters. The position peaked at $21.8M in Q1 2022. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Amplius Wealth Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 605,086 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $12.9M.
Amplius Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $21.8M in Q1 2022.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.