BRWA
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B. Riley Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-14,369
Closed -$272K – 1329
2024
Q2 		$272K Sell
14,369
-23,163
-62% -$444K 0.01% 1077
2024
Q1 		$676K Sell
37,532
-19,307
-34% -$335K 0.02% 655
2023
Q4 		$962K Buy
56,839
+19,307
+51% +$337K 0.03% 540
2023
Q3 		$676K Sell
37,532
-95,685
-72% -$1.72M 0.02% 655
2023
Q2 		$2.27M Sell
133,217
-49,439
-27% -$862K 0.05% 336
2023
Q1 		$3.26M Sell
182,656
-254,408
-58% -$4.55M 0.09% 229
2022
Q4 		$7.96M Buy
437,064
+104,790
+32% +$2.01M 0.22% 99
2022
Q3 		$7.08M Sell
332,274
-3,566
-1% -$80.2K 0.21% 98
2022
Q2 		$7.88M Sell
335,840
-45,510
-12% -$1.16M 0.33% 67
2022
Q1 		$9.63M Buy
381,350
+364,160
+2,118% +$8.53M 0.32% 62
2021
Q4 		$358K Buy
+17,190
New +$361K 0.01% 975
2015
Q1 		– Sell
-186
Closed -$4 – 1105
2014
Q4 		$4 Buy
+186
New +$4.51K ﹤0.01% 3217
2014
Q3 		– Sell
-186
Closed -$5.2K – 1123
2014
Q2 		$5.2K Buy
+186
New +$5.26K ﹤0.01% 2031
2013
Q3 		– Sell
-4,379
Closed -$113K – 696
2013
Q2 		$113K Buy
+4,379
New +$119K 0.04% 506

Other funds holding GCC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

B. Riley Wealth Advisors's GCC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2024, closing a stake of 14,369 shares — an estimated $272K sold.

B. Riley Wealth Advisors first reported a position in GCC in Q2 2013 and held it in 14 quarters. The position peaked at $9.63M in Q1 2022. 48 funds tracked by Wall St. Rank hold GCC as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,369 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2024, an estimated $272K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $9.63M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.