Heritage Wealth Management (Arizona)’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $170K | Buy |
9,356
+4,678
| +100% | +$85.2K | 0.02% | 348 |
|
|
2022
Q3 | $100K | Sell |
4,678
-7
| -0.1% | -$150 | 0.03% | 321 |
|
|
2022
Q2 | $110K | Sell |
4,685
-488
| -9% | -$11.4K | 0.04% | 322 |
|
|
2022
Q1 | $131K | Buy |
+5,173
| New | +$131K | 0.04% | 335 |
|
|
2021
Q3 | $116K | Buy |
5,217
+1,028
| +25% | +$22.9K | 0.04% | 312 |
|
|
2021
Q2 | $93K | Buy |
+4,189
| New | +$93K | 0.04% | 349 |
|