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 Q3	$16K	Buy	+600	New	+$15.2K	﹤0.01%	1668
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

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Root Financial Partners's GCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2026: 600 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GCC as recently as Q1 2026.

Root Financial Partners first reported a position in GCC in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold GCC as of Q3 2026.

Root Financial Partners held 600 shares of WisdomTree Enhanced Commodity Strategy Fund worth $16K as of Q3 2026.
WisdomTree Enhanced Commodity Strategy Fund was a new Root Financial Partners position in Q3 2026.
WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1668 holding.
Root Financial Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.