SPC
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Salient Private Client’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Salient Private Client’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
2018
Q3 		$290K Buy
16,086
+21
+0.1% +$380 0.06% 103
2018
Q2 		$303K Buy
16,065
+603
+4% +$11.7K 0.05% 119
2018
Q1 		$297K Buy
15,462
+490
+3% +$9.5K 0.05% 122
2017
Q4 		$288K Buy
+14,972
New +$284K 0.06% 98

Other funds holding GCC

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Salient Private Client's GCC Position: Q3 2018 in Review

Salient Private Client increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 0.13% in Q3 2018, buying an estimated $380 and bringing the position to 16,086 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #103.

Salient Private Client first reported a position in GCC in Q4 2017 and has held it in 4 quarters since. The position peaked at $303K in Q2 2018. 49 funds tracked by Wall St. Rank hold GCC as of Q3 2018.

  • Salient Private Client held 16,086 shares of WisdomTree Enhanced Commodity Strategy Fund worth $290K as of Q3 2018.
  • Salient Private Client bought 21 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2018, an estimated $380.
  • WisdomTree Enhanced Commodity Strategy Fund made up 0.06% of Salient Private Client's portfolio in Q3 2018, its #103 holding.
  • Salient Private Client first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's WisdomTree Enhanced Commodity Strategy Fund position peaked at $303K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.