Chandler Asset Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Chandler Asset 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
2022 Q4	–	Sell	-780	Closed	-$17K	–	24
2022 Q3	$17K	Buy	+780	New	+$17.5K	﹤0.01%	27
2021 Q2	–	Sell	-1,950	Closed	-$39K	–	19
2021 Q1	$39K	Hold	1,950	–	–	0.01%	19
2020 Q4	$37.1K	Sell	1,950 -26,825	-93%	-$483K	0.01%	17
2020 Q3	$498K	Hold	28,775	–	–	0.18%	16
2020 Q2	$449K	Hold	28,775	–	–	0.2%	15
2020 Q1	$416K	Hold	28,775	–	–	0.22%	15
2019 Q4	$541K	Hold	28,775	–	–	0.22%	15
2019 Q3	$505K	Hold	28,775	–	–	0.23%	15
2019 Q2	$513K	Hold	28,775	–	–	0.32%	14
2019 Q1	$518K	Hold	28,775	–	–	0.34%	14
2018 Q4	$519K	Hold	28,775	–	–	0.36%	14
2018 Q3	$519K	Buy	28,775 +2,820	+11%	+$51K	0.36%	14
2018 Q2	$489K	Hold	25,955	–	–	0.43%	12
2018 Q1	$499K	Hold	25,955	–	–	0.43%	15
2017 Q4	$499K	Buy	+25,955	New	+$492K	0.44%	14

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRWA

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

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Chandler Asset Management's GCC Position: Q4 2022 in Review

Chandler Asset Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 780 shares — an estimated $17K sold.

Chandler Asset Management first reported a position in GCC in Q4 2017 and held it in 15 quarters. The position peaked at $541K in Q4 2019. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Chandler Asset Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
Chandler Asset Management sold 780 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $17K.
Chandler Asset Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and held it in 15 quarters.
Chandler Asset Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $541K in Q4 2019.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Chandler Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.