Northwest Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-2,726	Closed	-$49K	–	254
2019 Q1	$49K	Sell	2,726 -482	-15%	-$8.68K	0.04%	217
2018 Q4	$56K	Hold	3,208	–	–	0.05%	195
2018 Q3	$58K	Sell	3,208 -825	-20%	-$14.9K	0.04%	203
2018 Q2	$76K	Buy	4,033 +161	+4%	+$3.12K	0.06%	177
2018 Q1	$74K	Buy	+3,872	New	+$75.1K	0.06%	181

Other funds holding GCC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

GWA

Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return

Northwest Wealth Management's GCC Position: Q2 2019 in Review

Northwest Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2019, closing a stake of 2,726 shares — an estimated $49K sold.

Northwest Wealth Management first reported a position in GCC in Q1 2018 and held it in 5 quarters. The position peaked at $76K in Q2 2018. 42 funds tracked by Wall St. Rank hold GCC as of Q2 2019.

Northwest Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,726 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2019, an estimated $49K.
Northwest Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $76K in Q2 2018.
42 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.