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

Executive 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
2019
Q1 		– Sell
-119
Closed -$2K – 864
2018
Q4 		$2K Buy
+119
New +$2.17K ﹤0.01% 760

Other funds holding GCC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Executive Wealth Management's GCC Position: Q1 2019 in Review

Executive Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2019, closing a stake of 119 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in GCC in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 48 funds tracked by Wall St. Rank hold GCC as of Q1 2019.

  • Executive Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 119 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $2K in Q4 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.