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AXS Investments’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

AXS Investments’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
-3,080
Closed -$55K – 447
2023
Q1 		$55K Buy
+3,080
New +$55K 0.02% 295

Other funds holding GCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

AXS Investments's GCC Position: Q2 2023 in Review

AXS Investments sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2023, closing a stake of 3,080 shares — an estimated $55K sold.

AXS Investments first reported a position in GCC in Q1 2023 and held it in 1 quarter. The position peaked at $55K in Q1 2023. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

  • AXS Investments reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • AXS Investments sold 3,080 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $55K.
  • AXS Investments first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2023 and held it in 1 quarter.
  • AXS Investments's WisdomTree Enhanced Commodity Strategy Fund position peaked at $55K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.