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

Crewe 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
2018
Q3 		– Sell
-498
Closed -$10K – 244
2018
Q2 		$10K Hold
498
– – 0.01% 211
2018
Q1 		$10K Sell
498
-497
-50% -$9.64K 0.01% 221
2017
Q4 		$19K Buy
+995
New +$18.9K 0.02% 193

Other funds holding GCC

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Crewe Advisors's GCC Position: Q3 2018 in Review

Crewe Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2018, closing a stake of 498 shares — an estimated $10K sold.

Crewe Advisors first reported a position in GCC in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 49 funds tracked by Wall St. Rank hold GCC as of Q3 2018.

  • Crewe Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • Crewe Advisors sold 498 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2018, an estimated $10K.
  • Crewe Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and held it in 3 quarters.
  • Crewe Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $19K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2018.

Based on Crewe Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.