FFG
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Fortress Financial Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Fortress Financial Group’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
2025
Q3 		– Sell
-21,121
Closed -$418K – 86
2025
Q2 		$418K Sell
21,121
-11,587
-35% -$225K 0.35% 41
2025
Q1 		$641K Sell
32,708
-7,699
-19% -$150K 0.64% 30
2024
Q4 		$761K Buy
+40,407
New +$767K 0.76% 25

Other funds holding GCC

Royal Bank of Canada
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortress Financial Group's GCC Position: Q3 2025 in Review

Fortress Financial Group sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2025, closing a stake of 21,121 shares — an estimated $418K sold.

Fortress Financial Group first reported a position in GCC in Q4 2024 and held it in 3 quarters. The position peaked at $761K in Q4 2024. 54 funds tracked by Wall St. Rank hold GCC as of Q3 2025.

  • Fortress Financial Group reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Fortress Financial Group sold 21,121 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2025, an estimated $418K.
  • Fortress Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2024 and held it in 3 quarters.
  • Fortress Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $761K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2025.

Based on Fortress Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.