Liberty Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Liberty Wealth Management’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	-14,436	Closed	-$314K	–	518
2021 Q3	$314K	Buy	14,436 +7,218	+100%	+$159K	0.11%	112
2021 Q2	$160K	Hold	7,218	–	–	0.06%	156
2021 Q1	$140K	Hold	7,218	–	–	0.07%	140
2020 Q4	$140K	Sell	7,218 -17,567	-71%	-$317K	0.07%	139
2020 Q3	$429K	Hold	24,785	–	–	0.25%	61
2020 Q2	$386K	Hold	24,785	–	–	0.27%	59
2020 Q1	$358K	Sell	24,785 -2,932	-11%	-$50.2K	0.31%	52
2019 Q4	$521K	Sell	27,717 -4,011	-13%	-$72.4K	0.41%	44
2019 Q3	$557K	Hold	31,728	–	–	0.53%	37
2019 Q2	$566K	Hold	31,728	–	–	0.5%	45
2019 Q1	$571K	Hold	31,728	–	–	0.43%	34
2018 Q4	$556K	Buy	+31,728	New	+$577K	0.41%	31

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Liberty Wealth Management's GCC Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2021, closing a stake of 14,436 shares — an estimated $314K sold.

Liberty Wealth Management first reported a position in GCC in Q4 2018 and held it in 12 quarters. The position peaked at $571K in Q1 2019. 67 funds tracked by Wall St. Rank hold GCC as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 14,436 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2021, an estimated $314K.
Liberty Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $571K in Q1 2019.
67 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.