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Baldwin Wealth Partners’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-35,941
Closed -$686K – 540
2024
Q3 		$686K Buy
+35,941
New +$668K 0.05% 155

Other funds holding GCC

WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Baldwin Wealth Partners's GCC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2024, closing a stake of 35,941 shares — an estimated $686K sold.

Baldwin Wealth Partners first reported a position in GCC in Q3 2024 and held it in 1 quarter. The position peaked at $686K in Q3 2024. 60 funds tracked by Wall St. Rank hold GCC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 35,941 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2024, an estimated $686K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Enhanced Commodity Strategy Fund position peaked at $686K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.