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Next Financial Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Next 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
2021
Q4 		$44K Buy
2,094
+392
+23% +$8.24K ﹤0.01% 1520
2021
Q3 		$38K Hold
1,702
– – ﹤0.01% 1530
2021
Q2 		$38K Sell
1,702
-12
-0.7% -$261 ﹤0.01% 1498
2021
Q1 		$34K Sell
1,714
-194
-10% -$3.87K ﹤0.01% 1435
2020
Q4 		$36K Hold
1,908
– – ﹤0.01% 1310
2020
Q3 		$33K Buy
+1,908
New +$32.3K ﹤0.01% 1227
2020
Q2 		– Sell
-1,569
Closed -$23K – 1085
2020
Q1 		$23K Buy
1,569
+526
+50% +$9.01K ﹤0.01% 1218
2019
Q4 		$20K Sell
1,043
-3
-0.3% -$54 ﹤0.01% 1527
2019
Q3 		$18K Sell
1,046
-4,924
-82% -$86K ﹤0.01% 1484
2019
Q2 		$106K Buy
5,970
+5,566
+1,378% +$99.1K 0.01% 893
2019
Q1 		$7K Sell
404
-31,578
-99% -$569K ﹤0.01% 1184
2018
Q4 		$561K Buy
31,982
+31,578
+7,816% +$575K 0.12% 205
2018
Q3 		$7K Buy
+404
New +$7.3K ﹤0.01% 1089
2018
Q2 		– Sell
-14,456
Closed -$278K – 325
2018
Q1 		$278K Buy
+14,456
New +$280K 0.06% 313
2017
Q4 		– Sell
-404
Closed -$8K – 684
2017
Q3 		$8K Sell
404
-2,043
-83% -$38.4K ﹤0.01% 1287
2017
Q2 		$46K Buy
2,447
+2,043
+506% +$38.4K 0.01% 813
2017
Q1 		$8K Sell
404
-4,727
-92% -$92.9K ﹤0.01% 1356
2016
Q4 		$99K Buy
5,131
+404
+9% +$7.89K 0.02% 680
2016
Q3 		$92K Buy
+4,727
New +$93.8K 0.02% 699
2014
Q4 		– Sell
-39
Closed -$1K – 2051
2014
Q3 		$1K Hold
39
– – ﹤0.01% 2414
2014
Q2 		$1K Buy
+39
New +$1.1K ﹤0.01% 1139

Other funds holding GCC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's GCC Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 23% in Q4 2021, buying an estimated $8.24K and bringing the position to 2,094 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Next Financial Group first reported a position in GCC in Q2 2014 and has held it in 21 quarters since. The position peaked at $561K in Q4 2018. 67 funds tracked by Wall St. Rank hold GCC as of Q4 2021.

  • Next Financial Group held 2,094 shares of WisdomTree Enhanced Commodity Strategy Fund worth $44K as of Q4 2021.
  • Next Financial Group bought 392 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2021, an estimated $8.24K.
  • WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1520 holding.
  • Next Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2014 and has held it in 21 quarters since.
  • Next Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $561K in Q4 2018.
  • 67 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.