Navis Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Navis Wealth Advisors’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	–	Sell	-11,792	Closed	-$282K	–	186
2026 Q1	$282K	Hold	11,792	–	–	0.14%	138
2025 Q4	$249K	Buy	+11,792	New	+$249K	0.11%	154
2021 Q3	–	Sell	-14,326	Closed	-$317K	–	127
2021 Q2	$317K	Buy	+14,326	New	+$311K	0.27%	70

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

Navis Wealth Advisors's GCC Position: Q2 2026 in Review

Navis Wealth Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2026, closing a stake of 11,792 shares — an estimated $282K sold.

Navis Wealth Advisors first reported a position in GCC in Q2 2021 and held it in 3 quarters. The position peaked at $317K in Q2 2021. 70 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

Navis Wealth Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
Navis Wealth Advisors sold 11,792 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2026, an estimated $282K.
Navis Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2021 and held it in 3 quarters.
Navis Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $317K in Q2 2021.
70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.