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Avestar Capital’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Avestar Capital’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
2024
Q1 		– Sell
-135,606
Closed -$2.3M – 477
2023
Q4 		$2.3M Buy
135,606
+22,643
+20% +$396K 0.26% 62
2023
Q3 		$2.04M Buy
+112,963
New +$2.03M 0.29% 63

Other funds holding GCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's GCC Position: Q1 2024 in Review

Avestar Capital sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2024, closing a stake of 135,606 shares — an estimated $2.3M sold.

Avestar Capital first reported a position in GCC in Q3 2023 and held it in 2 quarters. The position peaked at $2.3M in Q4 2023. 46 funds tracked by Wall St. Rank hold GCC as of Q1 2024.

  • Avestar Capital reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Avestar Capital sold 135,606 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2024, an estimated $2.3M.
  • Avestar Capital first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2023 and held it in 2 quarters.
  • Avestar Capital's WisdomTree Enhanced Commodity Strategy Fund position peaked at $2.3M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2024.

Based on Avestar Capital's 13F filing for Q1 2024, filed 10 May 2024.