Peak Financial Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Peak Financial 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
2022 Q2	–	Sell	-9,585	Closed	-$242K	–	76
2022 Q1	$242K	Buy	+9,585	New	+$225K	0.21%	71
2021 Q2	–	Sell	-421,834	Closed	-$8.46M	–	76
2021 Q1	$8.46M	Sell	421,834 -57,575	-12%	-$1.15M	7.13%	2
2020 Q4	$9.13M	Buy	+479,409	New	+$8.64M	7.87%	2

Other funds holding GCC

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Peak Financial Advisors's GCC Position: Q2 2022 in Review

Peak Financial Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2022, closing a stake of 9,585 shares — an estimated $242K sold.

Peak Financial Advisors first reported a position in GCC in Q4 2020 and held it in 3 quarters. The position peaked at $9.13M in Q4 2020. 90 funds tracked by Wall St. Rank hold GCC as of Q2 2022.

Peak Financial Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2022 after selling out during the quarter.
Peak Financial Advisors sold 9,585 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2022, an estimated $242K.
Peak Financial Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2020 and held it in 3 quarters.
Peak Financial Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $9.13M in Q4 2020.
90 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.