Merit Financial Group
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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
Q3 		$256K Buy
9,608
+389
+4% +$9.9K ﹤0.01% 2034
2026
Q2 		$209K Sell
9,219
-421
-4% -$10.3K ﹤0.01% 2090
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

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Kestra Advisory Services
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Wright Wealth
Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Merit Financial Group's GCC Position: Q3 2026 in Review

Merit Financial Group increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 4.2% in Q3 2026, buying an estimated $9.9K and bringing the position to 9,608 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Merit Financial Group first reported a position in GCC in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.2M in Q4 2023. 43 funds tracked by Wall St. Rank hold GCC as of Q3 2026.

  • Merit Financial Group held 9,608 shares of WisdomTree Enhanced Commodity Strategy Fund worth $256K as of Q3 2026.
  • Merit Financial Group bought 389 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2026, an estimated $9.9K.
  • WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2034 holding.
  • Merit Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2023 and has held it in 10 quarters since.
  • Merit Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $4.2M in Q4 2023.
  • 43 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.