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Carroll Financial Associates’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$0 Buy
+12
New +$252 ﹤0.01% 1735

Other funds holding GCC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carroll Financial Associates's GCC Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2021: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings.

67 funds tracked by Wall St. Rank hold GCC as of Q4 2021.

  • Carroll Financial Associates held 12 shares of WisdomTree Enhanced Commodity Strategy Fund worth $0 as of Q4 2021.
  • WisdomTree Enhanced Commodity Strategy Fund was a new Carroll Financial Associates position in Q4 2021.
  • WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1735 holding.
  • 67 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.