EWM
GCC icon

EPG Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

EPG Wealth 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
Q2 		– Sell
-2,471
Closed -$62K – 276
2022
Q1 		$62K Buy
+2,471
New +$57.9K 0.02% 282

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
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

EPG Wealth Management's GCC Position: Q2 2022 in Review

EPG Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2022, closing a stake of 2,471 shares — an estimated $62K sold.

EPG Wealth Management first reported a position in GCC in Q1 2022 and held it in 1 quarter. The position peaked at $62K in Q1 2022. 90 funds tracked by Wall St. Rank hold GCC as of Q2 2022.

  • EPG Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • EPG Wealth Management sold 2,471 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2022, an estimated $62K.
  • EPG Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2022 and held it in 1 quarter.
  • EPG Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $62K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.