Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Steward Partners Investment Advisory’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 		$408K Sell
18,027
-3,424
-16% -$84.1K ﹤0.01% 1817
2026
Q1 		$514K Buy
21,451
+4,080
+23% +$93.8K ﹤0.01% 1514
2025
Q4 		$367K Hold
17,371
– – ﹤0.01% 1601
2025
Q3 		$372K Buy
17,371
+1,103
+7% +$22.6K ﹤0.01% 1536
2025
Q2 		$324K Buy
16,268
+17
+0.1% +$330 ﹤0.01% 1521
2025
Q1 		$319K Buy
16,251
+10,669
+191% +$208K ﹤0.01% 1419
2024
Q4 		$105K Buy
+5,582
New +$106K ﹤0.01% 1955
2024
Q2 		– Sell
-100
Closed -$1.84K – 3646
2024
Q1 		$1.84K Buy
+100
New +$1.74K ﹤0.01% 3305
2021
Q2 		– Sell
-700
Closed -$14K – 7207
2021
Q1 		$14K Buy
+700
New +$14K ﹤0.01% 2641
2018
Q4 		– Sell
-250
Closed -$5K – 1295
2018
Q3 		$5K Sell
250
-6,900
-97% -$125K ﹤0.01% 2116
2018
Q2 		$135K Buy
7,150
+6,900
+2,760% +$134K 0.01% 758
2018
Q1 		$4K Hold
250
– – ﹤0.01% 1843
2017
Q4 		$4K Buy
+250
New +$4.74K ﹤0.01% 1563

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
Kestra Advisory Services
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

Steward Partners Investment Advisory's GCC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 16% in Q2 2026, selling an estimated $84.1K and leaving 18,027 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Steward Partners Investment Advisory first reported a position in GCC in Q4 2017 and has held it in 13 quarters since. The position peaked at $514K in Q1 2026. 69 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

  • Steward Partners Investment Advisory held 18,027 shares of WisdomTree Enhanced Commodity Strategy Fund worth $408K as of Q2 2026.
  • Steward Partners Investment Advisory sold 3,424 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2026, an estimated $84.1K.
  • WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1817 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's WisdomTree Enhanced Commodity Strategy Fund position peaked at $514K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.