Pinnacle Private Wealth’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Pinnacle Private Wealth’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	$1.37M	Buy	58,513 +871	+2%	+$22.3K	0.54%	45
2022 Q1	$1.46M	Sell	57,642 -481	-0.8%	-$11.3K	0.45%	50
2021 Q4	$1.21M	Buy	+58,123	New	+$1.22M	0.38%	66

Other funds holding GCC

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 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 $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Pinnacle Private Wealth's GCC Position: Q2 2022 in Review

Pinnacle Private Wealth increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 1.5% in Q2 2022, buying an estimated $22.3K and bringing the position to 58,513 shares worth $1.37M. The position accounts for 0.54% of the portfolio, ranked #45.

Pinnacle Private Wealth first reported a position in GCC in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2022. 90 funds tracked by Wall St. Rank hold GCC as of Q2 2022.

Pinnacle Private Wealth held 58,513 shares of WisdomTree Enhanced Commodity Strategy Fund worth $1.37M as of Q2 2022.
Pinnacle Private Wealth bought 871 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2022, an estimated $22.3K.
WisdomTree Enhanced Commodity Strategy Fund made up 0.54% of Pinnacle Private Wealth's portfolio in Q2 2022, its #45 holding.
Pinnacle Private Wealth first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1.46M in Q1 2022.
90 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.