Financial Advocates Investment Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-24,961	Closed	-$446K	–	726
2023 Q1	$446K	Sell	24,961 -712	-3%	-$12.7K	0.03%	450
2022 Q4	$468K	Sell	25,673 -223,683	-90%	-$4.29M	0.03%	461
2022 Q3	$5.32M	Buy	249,356 +8,742	+4%	+$197K	0.44%	51
2022 Q2	$5.64M	Sell	240,614 -1,740	-0.7%	-$44.5K	0.46%	41
2022 Q1	$6.12M	Buy	242,354 +214,591	+773%	+$5.03M	0.4%	51
2021 Q4	$578K	Sell	27,763 -222,020	-89%	-$4.67M	0.04%	449
2021 Q3	$5.57M	Buy	249,783 +38,130	+18%	+$839K	0.38%	54
2021 Q2	$4.69M	Buy	211,653 +10,448	+5%	+$227K	0.31%	67
2021 Q1	$4.04M	Buy	201,205 +11,194	+6%	+$224K	0.29%	74
2020 Q4	$3.62M	Buy	190,011 +18,647	+11%	+$336K	0.25%	93
2020 Q3	$2.96M	Buy	171,364 +124,399	+265%	+$2.11M	0.25%	83
2020 Q2	$732K	Buy	+46,965	New	+$710K	0.07%	292

Other funds holding GCC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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 $448M AUM 27.21% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

BRWA

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

Financial Advocates Investment Management's GCC Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2023, closing a stake of 24,961 shares — an estimated $446K sold.

Financial Advocates Investment Management first reported a position in GCC in Q2 2020 and held it in 12 quarters. The position peaked at $6.12M in Q1 2022. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

Financial Advocates Investment Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 24,961 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $446K.
Financial Advocates Investment Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2020 and held it in 12 quarters.
Financial Advocates Investment Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $6.12M in Q1 2022.
59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.