Avestar Capital
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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
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Warren Street Wealth Advisors
Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wayfinding Financial
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.