Baird Financial Group
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Baird Financial Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Baird Financial Group’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
2022
Q1 		– Sell
-26,991
Closed -$562K – 1862
2021
Q4 		$562K Sell
26,991
-423
-2% -$8.89K ﹤0.01% 1422
2021
Q3 		$611K Buy
+27,414
New +$603K ﹤0.01% 1398

Other funds holding GCC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Baird Financial Group's GCC Position: Q1 2022 in Review

Baird Financial Group sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2022, closing a stake of 26,991 shares — an estimated $562K sold.

Baird Financial Group first reported a position in GCC in Q3 2021 and held it in 2 quarters. The position peaked at $611K in Q3 2021. 82 funds tracked by Wall St. Rank hold GCC as of Q1 2022.

  • Baird Financial Group reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 26,991 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2022, an estimated $562K.
  • Baird Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2021 and held it in 2 quarters.
  • Baird Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $611K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.