OneDigital Investment Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

OneDigital Investment 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
2021 Q3	–	Sell	-10,407	Closed	-$230K	–	786
2021 Q2	$230K	Hold	10,407	–	–	0.01%	634
2021 Q1	$209K	Hold	10,407	–	–	0.01%	605
2020 Q4	$199K	Sell	10,407 -3,164	-23%	-$57K	0.01%	607
2020 Q3	$231K	Hold	13,571	–	–	0.02%	512
2020 Q2	$223K	Hold	13,571	–	–	0.02%	515
2020 Q1	$199K	Hold	13,571	–	–	0.02%	480
2019 Q4	$255K	Sell	13,571 -5,150	-28%	-$92.9K	0.02%	457
2019 Q3	$328K	Buy	+18,721	New	+$327K	0.03%	361
2019 Q2	–	Sell	-18,721	Closed	-$344K	–	1221
2019 Q1	$344K	Hold	18,721	–	–	0.05%	210
2018 Q4	$329K	Buy	+18,721	New	+$341K	0.06%	204
2018 Q3	–	Sell	-24,066	Closed	-$453K	–	1086
2018 Q2	$453K	Hold	24,066	–	–	0.1%	132
2018 Q1	$463K	Buy	24,066 +8,770	+57%	+$170K	0.1%	137
2017 Q4	$294K	Buy	+15,296	New	+$290K	0.03%	184
2017 Q3	–	Sell	-15,296	Closed	-$285K	–	1079
2017 Q2	$285K	Buy	+15,296	New	+$288K	0.09%	163

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 $1.55B AUM 29.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

NWS

Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return

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

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

OneDigital Investment Advisors's GCC Position: Q3 2021 in Review

OneDigital Investment Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2021, closing a stake of 10,407 shares — an estimated $230K sold.

OneDigital Investment Advisors first reported a position in GCC in Q2 2017 and held it in 14 quarters. The position peaked at $463K in Q1 2018. 56 funds tracked by Wall St. Rank hold GCC as of Q3 2021.

OneDigital Investment Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 10,407 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2021, an estimated $230K.
OneDigital Investment Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2017 and held it in 14 quarters.
OneDigital Investment Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $463K in Q1 2018.
56 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2021.

Based on OneDigital Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.