GoalVest Advisory’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

GoalVest Advisory’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
2026 Q2	$50.7K	Hold	2,238	–	–	0.01%	203
2026 Q1	$53.6K	Hold	2,238	–	–	0.01%	219
2025 Q4	$47.3K	Hold	2,238	–	–	0.01%	250
2025 Q3	$47.9K	Hold	2,238	–	–	0.01%	225
2025 Q2	$44.5K	Hold	2,238	–	–	0.01%	218
2025 Q1	$43.9K	Hold	2,238	–	–	0.01%	191
2024 Q4	$42.1K	Hold	2,238	–	–	0.01%	198
2024 Q3	$42.7K	Hold	2,238	–	–	0.01%	203
2024 Q2	$42.3K	Hold	2,238	–	–	0.01%	184
2024 Q1	$41.2K	Hold	2,238	–	–	0.01%	205
2023 Q4	$37.9K	Sell	2,238 -384	-15%	-$6.71K	0.02%	163
2023 Q3	$47.2K	Hold	2,622	–	–	0.02%	149
2023 Q2	$44.7K	Buy	+2,622	New	+$45.7K	0.02%	147

Other funds holding GCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $167M AUM

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

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GoalVest Advisory's GCC Position: Q2 2026 in Review

GoalVest Advisory held its WisdomTree Enhanced Commodity Strategy Fund (GCC) position steady in Q2 2026 at 2,238 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #203.

GoalVest Advisory first reported a position in GCC in Q2 2023 and has held it in 13 quarters since. The position peaked at $53.6K in Q1 2026. 70 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

GoalVest Advisory held 2,238 shares of WisdomTree Enhanced Commodity Strategy Fund worth $50.7K as of Q2 2026.
GoalVest Advisory left its WisdomTree Enhanced Commodity Strategy Fund share count unchanged in Q2 2026.
WisdomTree Enhanced Commodity Strategy Fund made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #203 holding.
GoalVest Advisory first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2023 and has held it in 13 quarters since.
GoalVest Advisory's WisdomTree Enhanced Commodity Strategy Fund position peaked at $53.6K in Q1 2026.
70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.