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

Merit 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
2026 Q1	$231K	Sell	9,640 -1,100	-10%	-$25.3K	﹤0.01%	1829
2025 Q4	$227K	Buy	10,740 +788	+8%	+$16.6K	﹤0.01%	1744
2025 Q3	$213K	Sell	9,952 -179	-2%	-$3.67K	﹤0.01%	1643
2025 Q2	$202K	Buy	+10,131	New	+$196K	﹤0.01%	1561
2024 Q3	–	Sell	-214,798	Closed	-$4.06M	–	876
2024 Q2	$4.06M	Buy	+214,798	New	+$4.12M	0.09%	168
2024 Q1	–	Sell	-247,895	Closed	-$4.2M	–	882
2023 Q4	$4.2M	Buy	247,895 +224,256	+949%	+$3.92M	0.13%	115
2023 Q3	$426K	Sell	23,639 -1,801	-7%	-$32.3K	0.01%	489
2023 Q2	$434K	Buy	+25,440	New	+$443K	0.01%	497

Other funds holding GCC

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

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

Royal Bank of Canada

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

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

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

Wright Wealth Atlanta, Georgia $149M AUM

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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