Roosevelt Investment Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Roosevelt Investment 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
2022 Q3	–	Sell	-8,875	Closed	-$208K	–	292
2022 Q2	$208K	Sell	8,875 -143	-2%	-$3.66K	0.01%	260
2022 Q1	$228K	Buy	+9,018	New	+$211K	0.01%	257

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jane Street New York $777B AUM 61.18% 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

AWM

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

Roosevelt Investment Group's GCC Position: Q3 2022 in Review

Roosevelt Investment Group sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2022, closing a stake of 8,875 shares — an estimated $208K sold.

Roosevelt Investment Group first reported a position in GCC in Q1 2022 and held it in 2 quarters. The position peaked at $228K in Q1 2022. 84 funds tracked by Wall St. Rank hold GCC as of Q3 2022.

Roosevelt Investment Group reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
Roosevelt Investment Group sold 8,875 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2022, an estimated $208K.
Roosevelt Investment Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2022 and held it in 2 quarters.
Roosevelt Investment Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $228K in Q1 2022.
84 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.