KLR Investment Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

KLR Investment 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
2024 Q1	$800K	Sell	41,228 -6,045	-13%	-$105K	0.58%	40
2023 Q4	$800K	Buy	47,273 +1,230	+3%	+$21.5K	0.58%	41
2023 Q3	$823K	Sell	46,043 -3,268	-7%	-$58.7K	0.75%	31
2023 Q2	$841K	Buy	49,311 +3,268	+7%	+$57K	0.69%	31
2023 Q1	$823K	Sell	46,043 -6,472	-12%	-$116K	0.72%	35
2022 Q4	$957K	Buy	+52,515	New	+$1.01M	0.79%	24

Other funds holding GCC

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

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

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

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KLR Investment Advisors's GCC Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 13% in Q1 2024, selling an estimated $105K and leaving 41,228 shares worth $800K. The position accounts for 0.58% of the portfolio, ranked #40.

KLR Investment Advisors first reported a position in GCC in Q4 2022 and has held it in 6 quarters since. The position peaked at $957K in Q4 2022. 46 funds tracked by Wall St. Rank hold GCC as of Q1 2024.

KLR Investment Advisors held 41,228 shares of WisdomTree Enhanced Commodity Strategy Fund worth $800K as of Q1 2024.
KLR Investment Advisors sold 6,045 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2024, an estimated $105K.
WisdomTree Enhanced Commodity Strategy Fund made up 0.58% of KLR Investment Advisors's portfolio in Q1 2024, its #40 holding.
KLR Investment Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $957K in Q4 2022.
46 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.