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Glassman Wealth Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Glassman Wealth Services’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
2016
Q2 		– Sell
-290
Closed -$5K – 436
2016
Q1 		$5K Buy
+290
New +$5.28K ﹤0.01% 370

Other funds holding GCC

SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Glassman Wealth Services's GCC Position: Q2 2016 in Review

Glassman Wealth Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2016, closing a stake of 290 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in GCC in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 45 funds tracked by Wall St. Rank hold GCC as of Q2 2016.

  • Glassman Wealth Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 290 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2016, an estimated $5K.
  • Glassman Wealth Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2016 and held it in 1 quarter.
  • Glassman Wealth Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $5K in Q1 2016.
  • 45 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2016.

Based on Glassman Wealth Services's 13F filing for Q2 2016, filed 9 Aug 2016.