Confluence Wealth Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-650	Closed	-$13K	–	585
2021 Q4	$13K	Buy	+650	New	+$13.7K	﹤0.01%	837

Other funds holding GCC

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

BRWA

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Confluence Wealth Services's GCC Position: Q1 2022 in Review

Confluence Wealth Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2022, closing a stake of 650 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in GCC in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 82 funds tracked by Wall St. Rank hold GCC as of Q1 2022.

Confluence Wealth Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 650 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2022, an estimated $13K.
Confluence Wealth Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $13K in Q4 2021.
82 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.