Sutton Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Sutton Wealth 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 Q2	–	Sell	-131	Closed	-$1.98K	–	1239
2020 Q1	$1.89K	Hold	131	–	–	﹤0.01%	1040
2019 Q4	$2.46K	Hold	131	–	–	﹤0.01%	1034
2019 Q3	$2.3K	Sell	131 -127	-49%	-$2.22K	﹤0.01%	1044
2019 Q2	$4.6K	Sell	258 -11	-4%	-$196	﹤0.01%	950
2019 Q1	$4.84K	Sell	269 -49	-15%	-$883	﹤0.01%	941
2018 Q4	$5.58K	Buy	318 +52	+20%	+$946	﹤0.01%	871
2018 Q3	$4.8K	Buy	266 +25	+10%	+$452	﹤0.01%	898
2018 Q2	$4.54K	Buy	+241	New	+$4.67K	﹤0.01%	930

Other funds holding GCC

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sutton Wealth Advisors's GCC Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2020, closing a stake of 131 shares — an estimated $1.98K sold.

Sutton Wealth Advisors first reported a position in GCC in Q2 2018 and held it in 8 quarters. The position peaked at $5.58K in Q4 2018. 31 funds tracked by Wall St. Rank hold GCC as of Q2 2020.

Sutton Wealth Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 131 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2020, an estimated $1.98K.
Sutton Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2018 and held it in 8 quarters.
Sutton Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $5.58K in Q4 2018.
31 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.