JWCA
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J.W. Cole Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

J.W. Cole Advisors’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
2021
Q4 		– Sell
-333,186
Closed -$20.5M – 862
2021
Q3 		$20.5M Buy
+333,186
New +$7.33M 1.47% 11

Other funds holding GCC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

J.W. Cole Advisors's GCC Position: Q4 2021 in Review

J.W. Cole Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2021, closing a stake of 333,186 shares — an estimated $20.5M sold.

J.W. Cole Advisors first reported a position in GCC in Q3 2021 and held it in 1 quarter. The position peaked at $20.5M in Q3 2021. 67 funds tracked by Wall St. Rank hold GCC as of Q4 2021.

  • J.W. Cole Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 333,186 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2021, an estimated $20.5M.
  • J.W. Cole Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $20.5M in Q3 2021.
  • 67 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.