Brandywine Oak Private Wealth’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Brandywine Oak Private Wealth’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	-13,799	Closed	-$247K	–	246
2023 Q1	$247K	Hold	13,799	–	–	0.03%	222
2022 Q4	$251K	Sell	13,799 -6,336	-31%	-$122K	0.03%	218
2022 Q3	$429K	Sell	20,135 -312	-2%	-$7.02K	0.06%	170
2022 Q2	$479K	Sell	20,447 -4,265	-17%	-$109K	0.06%	177
2022 Q1	$624K	Buy	+24,712	New	+$579K	0.07%	172

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

Brandywine Oak Private Wealth's GCC Position: Q2 2023 in Review

Brandywine Oak Private Wealth sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2023, closing a stake of 13,799 shares — an estimated $247K sold.

Brandywine Oak Private Wealth first reported a position in GCC in Q1 2022 and held it in 5 quarters. The position peaked at $624K in Q1 2022. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

Brandywine Oak Private Wealth reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 13,799 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $247K.
Brandywine Oak Private Wealth first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2022 and held it in 5 quarters.
Brandywine Oak Private Wealth's WisdomTree Enhanced Commodity Strategy Fund position peaked at $624K in Q1 2022.
59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.