Gupta Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Gupta Wealth 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
2016 Q1	$287K	Buy	+15,357	New	+$279K	0.07%	199
2015 Q4	–	Sell	-15,057	Closed	-$293K	–	1293
2015 Q3	$293K	Buy	15,057 +4,293	+40%	+$86.5K	0.07%	189
2015 Q2	$238K	Buy	10,764 +759	+8%	+$16.5K	0.06%	231
2015 Q1	$212K	Buy	+10,005	New	+$220K	0.06%	212

Other funds holding GCC

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Gupta Wealth Management's GCC Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2016: 15,357 shares worth $287K. The stake represents 0.07% of the portfolio and ranks #199 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in GCC as recently as Q3 2015.

Gupta Wealth Management first reported a position in GCC in Q1 2015 and has held it in 4 quarters since. The position peaked at $293K in Q3 2015. 46 funds tracked by Wall St. Rank hold GCC as of Q1 2016.

Gupta Wealth Management held 15,357 shares of WisdomTree Enhanced Commodity Strategy Fund worth $287K as of Q1 2016.
WisdomTree Enhanced Commodity Strategy Fund was a new Gupta Wealth Management position in Q1 2016.
WisdomTree Enhanced Commodity Strategy Fund made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #199 holding.
Gupta Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $293K in Q3 2015.
46 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.