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Root Financial Partners’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-600
Closed -$14.4K – 1479
2026
Q1 		$14.4K Hold
600
– – ﹤0.01% 1510
2025
Q4 		$12.7K Hold
600
– – ﹤0.01% 1398
2025
Q3 		$12.8K Buy
+600
New +$12.3K ﹤0.01% 1334

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's GCC Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2026, closing a stake of 600 shares — an estimated $14.4K sold.

Root Financial Partners first reported a position in GCC in Q3 2025 and held it in 3 quarters. The position peaked at $14.4K in Q1 2026. 69 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 600 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2026, an estimated $14.4K.
  • Root Financial Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WisdomTree Enhanced Commodity Strategy Fund position peaked at $14.4K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.