CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-264
Closed -$6K – 2824
2022
Q2 		$6K Hold
264
– – ﹤0.01% 3996
2022
Q1 		$7K Hold
264
– – ﹤0.01% 3961
2021
Q4 		$5K Hold
264
– – ﹤0.01% 4064
2021
Q3 		$6K Buy
+264
New +$5.81K ﹤0.01% 3866

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

CAPTRUST Financial Advisors's GCC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2022, closing a stake of 264 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in GCC in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 84 funds tracked by Wall St. Rank hold GCC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 264 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2022, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $7K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.