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Summit Trail Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Summit Trail Advisors’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
2020
Q1 		– Sell
-120,400
Closed -$2.26M – 140
2019
Q4 		$2.26M Buy
+120,400
New +$2.17M 1.31% 20
2019
Q1 		– Sell
-328,231
Closed -$5.76M – 113
2018
Q4 		$5.76M Buy
+328,231
New +$5.97M 2.04% 12

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Trail Advisors's GCC Position: Q1 2020 in Review

Summit Trail Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2020, closing a stake of 120,400 shares — an estimated $2.26M sold.

Summit Trail Advisors first reported a position in GCC in Q4 2018 and held it in 2 quarters. The position peaked at $5.76M in Q4 2018. 35 funds tracked by Wall St. Rank hold GCC as of Q1 2020.

  • Summit Trail Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Summit Trail Advisors sold 120,400 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2020, an estimated $2.26M.
  • Summit Trail Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2018 and held it in 2 quarters.
  • Summit Trail Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $5.76M in Q4 2018.
  • 35 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2020.

Based on Summit Trail Advisors's 13F filing for Q1 2020, filed 15 May 2020.