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Atwood & Palmer’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-365
Closed -$7K – 318
2019
Q1 		$7K Buy
+365
New +$6.57K ﹤0.01% 269

Other funds holding GCC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Atwood & Palmer's GCC Position: Q2 2019 in Review

Atwood & Palmer sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2019, closing a stake of 365 shares — an estimated $7K sold.

Atwood & Palmer first reported a position in GCC in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 42 funds tracked by Wall St. Rank hold GCC as of Q2 2019.

  • Atwood & Palmer reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 365 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2019, an estimated $7K.
  • Atwood & Palmer first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's WisdomTree Enhanced Commodity Strategy Fund position peaked at $7K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.