BlackDiamond Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

BlackDiamond Wealth Management’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 Q1	–	Sell	-25,615	Closed	-$455K	–	121
2022 Q4	$455K	Buy	25,615 +2,999	+13%	+$57.5K	0.52%	55
2022 Q3	$406K	Sell	22,616 -3,273	-13%	-$73.6K	0.49%	52
2022 Q2	$587K	Sell	25,889 -40,577	-61%	-$1.04M	0.73%	37
2022 Q1	$1.68M	Buy	66,466 +22,943	+53%	+$537K	2%	14
2021 Q4	$906K	Buy	+43,523	New	+$915K	1.04%	24

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackDiamond Wealth Management's GCC Position: Q1 2023 in Review

BlackDiamond Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2023, closing a stake of 25,615 shares — an estimated $455K sold.

BlackDiamond Wealth Management first reported a position in GCC in Q4 2021 and held it in 5 quarters. The position peaked at $1.68M in Q1 2022. 65 funds tracked by Wall St. Rank hold GCC as of Q1 2023.

BlackDiamond Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 25,615 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2023, an estimated $455K.
BlackDiamond Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2021 and held it in 5 quarters.
BlackDiamond Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1.68M in Q1 2022.
65 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.