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Newport Wealth Strategies’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Newport Wealth Strategies’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
2021
Q3 		$4M Buy
179,477
+25,247
+16% +$556K 2.42% 14
2021
Q2 		$3.42M Buy
154,230
+63,570
+70% +$1.38M 1.97% 17
2021
Q1 		$1.82M Buy
+90,660
New +$1.81M 1.13% 28

Other funds holding GCC

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Wells Fargo
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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Newport Wealth Strategies's GCC Position: Q3 2021 in Review

Newport Wealth Strategies increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 16% in Q3 2021, buying an estimated $556K and bringing the position to 179,477 shares worth $4M. The position accounts for 2.42% of the portfolio, ranked #14.

Newport Wealth Strategies first reported a position in GCC in Q1 2021 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold GCC as of Q3 2021.

  • Newport Wealth Strategies held 179,477 shares of WisdomTree Enhanced Commodity Strategy Fund worth $4M as of Q3 2021.
  • Newport Wealth Strategies bought 25,247 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2021, an estimated $556K.
  • WisdomTree Enhanced Commodity Strategy Fund made up 2.42% of Newport Wealth Strategies's portfolio in Q3 2021, its #14 holding.
  • Newport Wealth Strategies first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2021 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.