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

Bessemer 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
2023 Q2	–	Sell	-1,865	Closed	-$33K	–	2288
2023 Q1	$33K	Hold	1,865	–	–	﹤0.01%	1296
2022 Q4	$34K	Hold	1,865	–	–	﹤0.01%	1214
2022 Q3	$40K	Hold	1,865	–	–	﹤0.01%	1218
2022 Q2	$44K	Hold	1,865	–	–	﹤0.01%	1124
2022 Q1	$47K	Hold	1,865	–	–	﹤0.01%	1094
2021 Q4	$39K	Hold	1,865	–	–	﹤0.01%	1166
2021 Q3	$42K	Hold	1,865	–	–	﹤0.01%	1090
2021 Q2	$41K	Buy	1,865 +617	+49%	+$13.4K	﹤0.01%	1101
2021 Q1	$25K	Buy	+1,248	New	+$24.9K	﹤0.01%	1146

Other funds holding GCC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Leo Brokerage Hurst, Texas $876M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Bessemer Group's GCC Position: Q2 2023 in Review

Bessemer Group sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2023, closing a stake of 1,865 shares — an estimated $33K sold.

Bessemer Group first reported a position in GCC in Q1 2021 and held it in 9 quarters. The position peaked at $47K in Q1 2022. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

Bessemer Group reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
Bessemer Group sold 1,865 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $33K.
Bessemer Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2021 and held it in 9 quarters.
Bessemer Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $47K in Q1 2022.
59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.