Avantax Advisory Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-8,230	Closed	-$210K	–	1336
2022 Q1	$210K	Buy	+8,230	New	+$193K	﹤0.01%	1175
2021 Q4	–	Sell	-9,497	Closed	-$210K	–	1259
2021 Q3	$210K	Buy	+9,497	New	+$209K	﹤0.01%	1092

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

BRWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Avantax Advisory Services's GCC Position: Q2 2022 in Review

Avantax Advisory Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2022, closing a stake of 8,230 shares — an estimated $210K sold.

Avantax Advisory Services first reported a position in GCC in Q3 2021 and held it in 2 quarters. The position peaked at $210K in Q1 2022. 90 funds tracked by Wall St. Rank hold GCC as of Q2 2022.

Avantax Advisory Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 8,230 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2022, an estimated $210K.
Avantax Advisory Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2021 and held it in 2 quarters.
Avantax Advisory Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $210K in Q1 2022.
90 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.