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Rothschild Investment LLC’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Rothschild Investment LLC’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
2025
Q1 		– Sell
-400
Closed -$7.53K – 3048
2024
Q4 		$7.53K Hold
400
– – ﹤0.01% 1214
2024
Q3 		$7.64K Hold
400
– – ﹤0.01% 1182
2024
Q2 		$7.56K Hold
400
– – ﹤0.01% 1149
2024
Q1 		$7.37K Sell
400
-12
-3% -$208 ﹤0.01% 1095
2023
Q4 		$6.97K Sell
412
-84,558
-100% -$1.48M ﹤0.01% 1039
2023
Q3 		$1.53M Sell
84,970
-4,605
-5% -$82.7K 0.13% 154
2023
Q2 		$1.53M Buy
89,575
+4,095
+5% +$71.4K 0.13% 152
2023
Q1 		$1.53M Buy
85,480
+13,247
+18% +$237K 0.13% 152
2022
Q4 		$1.32M Buy
72,233
+11,376
+19% +$218K 0.12% 172
2022
Q3 		$1.3M Buy
60,857
+16,707
+38% +$376K 0.13% 166
2022
Q2 		$1.04M Buy
+44,150
New +$1.13M 0.1% 207

Other funds holding GCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Rothschild Investment LLC's GCC Position: Q1 2025 in Review

Rothschild Investment LLC sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2025, closing a stake of 400 shares — an estimated $7.53K sold.

Rothschild Investment LLC first reported a position in GCC in Q2 2022 and held it in 11 quarters. The position peaked at $1.53M in Q3 2023. 56 funds tracked by Wall St. Rank hold GCC as of Q1 2025.

  • Rothschild Investment LLC reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 400 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2025, an estimated $7.53K.
  • Rothschild Investment LLC first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2022 and held it in 11 quarters.
  • Rothschild Investment LLC's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1.53M in Q3 2023.
  • 56 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.