Clearwater Capital Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Clearwater Capital 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 Q4	–	Sell	-575,534	Closed	-$12.3M	–	164
2022 Q3	$12.3M	Buy	575,534 +21,944	+4%	+$494K	1.69%	17
2022 Q2	$13M	Sell	553,590 -103,232	-16%	-$2.64M	1.77%	17
2022 Q1	$16.6M	Buy	656,822 +8,176	+1%	+$192K	1.9%	15
2021 Q4	$13.5M	Buy	648,646 +296,120	+84%	+$6.22M	1.49%	19
2021 Q3	$7.86M	Buy	352,526 +12,393	+4%	+$273K	0.91%	36
2021 Q2	$7.53M	Buy	+340,133	New	+$7.39M	0.88%	35

Other funds holding GCC

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $38.8B AUM 21.88% 1-Year Est. Return

Clearwater Capital Advisors's GCC Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 575,534 shares — an estimated $12.3M sold.

Clearwater Capital Advisors first reported a position in GCC in Q2 2021 and held it in 6 quarters. The position peaked at $16.6M in Q1 2022. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Clearwater Capital Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 575,534 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $12.3M.
Clearwater Capital Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2021 and held it in 6 quarters.
Clearwater Capital Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $16.6M in Q1 2022.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.