AWM
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Avior Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Avior Wealth Management’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
2023
Q2 		– Sell
-1,059
Closed -$18.9K – 1615
2023
Q1 		$18.9K Buy
+1,059
New +$18.9K ﹤0.01% 955

Other funds holding GCC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Avior Wealth Management's GCC Position: Q2 2023 in Review

Avior Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2023, closing a stake of 1,059 shares — an estimated $18.9K sold.

Avior Wealth Management first reported a position in GCC in Q1 2023 and held it in 1 quarter. The position peaked at $18.9K in Q1 2023. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

  • Avior Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,059 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $18.9K.
  • Avior Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $18.9K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.