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 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

Other funds holding GCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $167M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TFG

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

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Merit Financial Group's GCC Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 4.4% in Q2 2026, selling an estimated $10.3K and leaving 9,219 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Merit Financial Group first reported a position in GCC in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.2M in Q4 2023. 70 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

Merit Financial Group held 9,219 shares of WisdomTree Enhanced Commodity Strategy Fund worth $209K as of Q2 2026.
Merit Financial Group sold 421 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2026, an estimated $10.3K.
WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2090 holding.
Merit Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2023 and has held it in 9 quarters since.
Merit Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $4.2M in Q4 2023.
70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.