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Lumature Wealth Partners’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Lumature Wealth Partners’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
-1,900
Closed -$41K – 392
2022
Q3 		$41K Hold
1,900
– – 0.02% 238
2022
Q2 		$45K Buy
+1,900
New +$48.6K 0.02% 237

Other funds holding GCC

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LPL Financial
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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

Lumature Wealth Partners's GCC Position: Q4 2022 in Review

Lumature Wealth Partners sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 1,900 shares — an estimated $41K sold.

Lumature Wealth Partners first reported a position in GCC in Q2 2022 and held it in 2 quarters. The position peaked at $45K in Q2 2022. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

  • Lumature Wealth Partners reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 1,900 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $41K.
  • Lumature Wealth Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2022 and held it in 2 quarters.
  • Lumature Wealth Partners's WisdomTree Enhanced Commodity Strategy Fund position peaked at $45K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.