Disciplined Investments’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-584	Closed	-$9.96K	–	656
2023 Q2	$9.96K	Hold	584	–	–	0.01%	325
2023 Q1	$10.4K	Hold	584	–	–	﹤0.01%	346
2022 Q4	$10.6K	Hold	584	–	–	0.01%	318
2022 Q3	$12K	Hold	584	–	–	0.01%	353
2022 Q2	$14K	Hold	584	–	–	0.01%	355
2022 Q1	$15K	Hold	584	–	–	0.01%	360
2021 Q4	$12K	Sell	584 -5,484	-90%	-$115K	0.01%	341
2021 Q3	$135K	Sell	6,068 -44	-0.7%	-$968	0.07%	127
2021 Q2	$135K	Buy	6,112 +97	+2%	+$2.11K	0.07%	126
2021 Q1	$121K	Buy	6,015 +484	+9%	+$9.66K	0.07%	123
2020 Q4	$105K	Sell	5,531 -2,731	-33%	-$49.2K	0.07%	108
2020 Q3	$143K	Hold	8,262	–	–	0.11%	102
2020 Q2	$129K	Sell	8,262 -1	-0%	-$15	0.1%	106
2020 Q1	$119K	Sell	8,263 -4,324	-34%	-$74.1K	0.11%	107
2019 Q4	$237K	Buy	+12,587	New	+$227K	0.2%	80

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

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

WSWA

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

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Disciplined Investments's GCC Position: Q3 2023 in Review

Disciplined Investments sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2023, closing a stake of 584 shares — an estimated $9.96K sold.

Disciplined Investments first reported a position in GCC in Q4 2019 and held it in 15 quarters. The position peaked at $237K in Q4 2019. 55 funds tracked by Wall St. Rank hold GCC as of Q3 2023.

Disciplined Investments reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 584 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2023, an estimated $9.96K.
Disciplined Investments first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2019 and held it in 15 quarters.
Disciplined Investments's WisdomTree Enhanced Commodity Strategy Fund position peaked at $237K in Q4 2019.
55 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.