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Morton Brown Family Wealth’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Morton Brown Family Wealth’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
2025
Q2 		– Sell
-620
Closed -$12.2K – 324
2025
Q1 		$12.2K Buy
+620
New +$12.1K ﹤0.01% 180

Other funds holding GCC

WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morton Brown Family Wealth's GCC Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2025, closing a stake of 620 shares — an estimated $12.2K sold.

Morton Brown Family Wealth first reported a position in GCC in Q1 2025 and held it in 1 quarter. The position peaked at $12.2K in Q1 2025. 52 funds tracked by Wall St. Rank hold GCC as of Q2 2025.

  • Morton Brown Family Wealth reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 620 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2025, an estimated $12.2K.
  • Morton Brown Family Wealth first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2025 and held it in 1 quarter.
  • Morton Brown Family Wealth's WisdomTree Enhanced Commodity Strategy Fund position peaked at $12.2K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.