Sargent Bickham Lagudis’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Sargent Bickham Lagudis’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 Q4	$84.6K	Sell	4,641 -378	-8%	-$7.25K	0.01%	364
2022 Q3	$107K	Sell	5,019 -9,983	-67%	-$225K	0.01%	310
2022 Q2	$352K	Buy	15,002 +12,683	+547%	+$324K	0.03%	207
2022 Q1	$59K	Buy	2,319 +378	+19%	+$8.86K	﹤0.01%	422
2021 Q4	$40K	Sell	1,941 -2,146	-53%	-$45.1K	﹤0.01%	492
2021 Q3	$91K	Sell	4,087 -17,396	-81%	-$383K	0.01%	347
2021 Q2	$476K	Buy	+21,483	New	+$467K	0.04%	175
2020 Q4	–	Sell	-1,867	Closed	-$32K	–	888
2020 Q3	$32K	Buy	+1,867	New	+$31.6K	﹤0.01%	444
2017 Q4	–	Sell	-1,633	Closed	-$31K	–	804
2017 Q3	$31K	Hold	1,633	–	–	﹤0.01%	439
2017 Q2	$30K	Hold	1,633	–	–	﹤0.01%	429
2017 Q1	$31K	Hold	1,633	–	–	﹤0.01%	429
2016 Q4	$32K	Sell	1,633 -1,632	-50%	-$31.9K	﹤0.01%	401
2016 Q3	$64	Sell	3,265 -465	-12%	-$9.23K	0.01%	308
2016 Q2	$76K	Hold	3,730	–	–	0.01%	289
2016 Q1	$70K	Buy	+3,730	New	+$67.9K	0.01%	314

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

AWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sargent Bickham Lagudis's GCC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 7.5% in Q4 2022, selling an estimated $7.25K and leaving 4,641 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #364.

Sargent Bickham Lagudis first reported a position in GCC in Q1 2016 and has held it in 15 quarters since. The position peaked at $476K in Q2 2021. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Sargent Bickham Lagudis held 4,641 shares of WisdomTree Enhanced Commodity Strategy Fund worth $84.6K as of Q4 2022.
Sargent Bickham Lagudis sold 378 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $7.25K.
WisdomTree Enhanced Commodity Strategy Fund made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #364 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2016 and has held it in 15 quarters since.
Sargent Bickham Lagudis's WisdomTree Enhanced Commodity Strategy Fund position peaked at $476K in Q2 2021.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.