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JT Stratford LLC’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

JT Stratford LLC’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 		– Sell
-28,295
Closed -$603K – 212
2022
Q3 		$603K Sell
28,295
-3,225
-10% -$72.6K 0.21% 95
2022
Q2 		$739K Buy
31,520
+3,316
+12% +$84.8K 0.23% 95
2022
Q1 		$712K Buy
+28,204
New +$661K 0.21% 94

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WF
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JT Stratford LLC's GCC Position: Q4 2022 in Review

JT Stratford LLC sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 28,295 shares — an estimated $603K sold.

JT Stratford LLC first reported a position in GCC in Q1 2022 and held it in 3 quarters. The position peaked at $739K in Q2 2022. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

  • JT Stratford LLC reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • JT Stratford LLC sold 28,295 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $603K.
  • JT Stratford LLC first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2022 and held it in 3 quarters.
  • JT Stratford LLC's WisdomTree Enhanced Commodity Strategy Fund position peaked at $739K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on JT Stratford LLC's 13F filing for Q4 2022, filed 14 Feb 2023.