Larson Financial Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Larson Financial Group’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
2023 Q3	–	Sell	-24	Closed	-$403	–	1736
2023 Q2	$403	Buy	+24	New	+$418	﹤0.01%	1465
2020 Q2	–	Sell	-1,030	Closed	-$15K	–	709
2020 Q1	$15K	Hold	1,030	–	–	0.01%	245
2019 Q4	$19K	Hold	1,030	–	–	0.01%	225
2019 Q3	$18K	Hold	1,030	–	–	0.01%	232
2019 Q2	$18K	Hold	1,030	–	–	0.01%	195
2019 Q1	$19K	Hold	1,030	–	–	0.02%	177
2018 Q4	$18K	Buy	+1,030	New	+$18.7K	0.02%	169
2018 Q1	–	Sell	-14,956	Closed	-$287K	–	50
2017 Q4	$287K	Buy	+14,956	New	+$284K	0.24%	57

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

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

WSWA

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

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

TFG

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Larson Financial Group's GCC Position: Q3 2023 in Review

Larson Financial Group sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2023, closing a stake of 24 shares — an estimated $403 sold.

Larson Financial Group first reported a position in GCC in Q4 2017 and held it in 8 quarters. The position peaked at $287K in Q4 2017. 55 funds tracked by Wall St. Rank hold GCC as of Q3 2023.

Larson Financial Group reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Larson Financial Group sold 24 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2023, an estimated $403.
Larson Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and held it in 8 quarters.
Larson Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $287K in Q4 2017.
55 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.