Leo Brokerage’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Leo Brokerage’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 Q2	$4.88M	Sell	285,435 -12,766	-4%	-$223K	0.56%	28
2023 Q1	$5.34M	Buy	+298,201	New	+$5.33M	0.8%	27
2022 Q2	$3.96M	Sell	168,924 -12,957	-7%	-$331K	1.07%	23
2022 Q1	$4.59M	Buy	+181,881	New	+$4.26M	0.73%	25
2021 Q3	$4.95M	Buy	221,759 +6,407	+3%	+$141K	0.92%	21
2021 Q2	$4.77M	Buy	215,352 +99,434	+86%	+$2.16M	0.96%	23
2021 Q1	$2.33M	Buy	+115,918	New	+$2.31M	0.66%	35

Other funds holding GCC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AWM

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

Leo Brokerage's GCC Position: Q2 2023 in Review

Leo Brokerage reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 4.3% in Q2 2023, selling an estimated $223K and leaving 285,435 shares worth $4.88M. The position accounts for 0.56% of the portfolio, ranked #28.

Leo Brokerage first reported a position in GCC in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.34M in Q1 2023. 59 funds tracked by Wall St. Rank hold GCC as of Q2 2023.

Leo Brokerage held 285,435 shares of WisdomTree Enhanced Commodity Strategy Fund worth $4.88M as of Q2 2023.
Leo Brokerage sold 12,766 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2023, an estimated $223K.
WisdomTree Enhanced Commodity Strategy Fund made up 0.56% of Leo Brokerage's portfolio in Q2 2023, its #28 holding.
Leo Brokerage first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2021 and has held it in 7 quarters since.
Leo Brokerage's WisdomTree Enhanced Commodity Strategy Fund position peaked at $5.34M in Q1 2023.
59 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.