Heritage Wealth Management (Arizona)’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$170K	Buy	9,356 +4,678	+100%	+$89.7K	0.02%	348
2022 Q3	$100K	Sell	4,678 -7	-0.1%	-$157	0.03%	321
2022 Q2	$110K	Sell	4,685 -488	-9%	-$12.5K	0.04%	322
2022 Q1	$131K	Buy	+5,173	New	+$121K	0.04%	335
2021 Q3	$116K	Buy	5,217 +1,028	+25%	+$22.6K	0.04%	312
2021 Q2	$93K	Buy	+4,189	New	+$91K	0.04%	349

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GCC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 100% in Q4 2022, buying an estimated $89.7K and bringing the position to 9,356 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #348.

Heritage Wealth Management (Arizona) first reported a position in GCC in Q2 2021 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Heritage Wealth Management (Arizona) held 9,356 shares of WisdomTree Enhanced Commodity Strategy Fund worth $170K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 4,678 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $89.7K.
WisdomTree Enhanced Commodity Strategy Fund made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #348 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2021 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.