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Atria Investments’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Atria Investments’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
2019
Q1 		– Sell
-19,522
Closed -$343K – 967
2018
Q4 		$343K Buy
+19,522
New +$355K 0.02% 615
2014
Q2 		– Sell
-30,080
Closed -$848K – 440
2014
Q1 		$848K Buy
+30,080
New +$812K 0.09% 194

Other funds holding GCC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Atria Investments's GCC Position: Q1 2019 in Review

Atria Investments sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2019, closing a stake of 19,522 shares — an estimated $343K sold.

Atria Investments first reported a position in GCC in Q1 2014 and held it in 2 quarters. The position peaked at $848K in Q1 2014. 48 funds tracked by Wall St. Rank hold GCC as of Q1 2019.

  • Atria Investments reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 19,522 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2019, an estimated $343K.
  • Atria Investments first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2014 and held it in 2 quarters.
  • Atria Investments's WisdomTree Enhanced Commodity Strategy Fund position peaked at $848K in Q1 2014.
  • 48 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.