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Financial Gravity Asset Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Financial Gravity Asset 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
2024
Q2 		$18.9K Sell
1,000
-1,000
-50% -$19.2K ﹤0.01% 400
2024
Q1 		$35.4K Buy
2,000
+1,000
+100% +$17.4K ﹤0.01% 435
2023
Q4 		$16.9K Buy
+1,000
New +$17.5K ﹤0.01% 707

Other funds holding GCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Financial Gravity Asset Management's GCC Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 50% in Q2 2024, selling an estimated $19.2K and leaving 1,000 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Financial Gravity Asset Management first reported a position in GCC in Q4 2023 and has held it in 3 quarters since. The position peaked at $35.4K in Q1 2024. 54 funds tracked by Wall St. Rank hold GCC as of Q2 2024.

  • Financial Gravity Asset Management held 1,000 shares of WisdomTree Enhanced Commodity Strategy Fund worth $18.9K as of Q2 2024.
  • Financial Gravity Asset Management sold 1,000 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2024, an estimated $19.2K.
  • WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #400 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $35.4K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.