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

Talisman 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
2023
Q3 		– Sell
-12,354
Closed -$211K – 83
2023
Q2 		$211K Sell
12,354
-3,766
-23% -$65.6K 0.36% 82
2023
Q1 		$288K Buy
16,120
+290
+2% +$5.18K 0.52% 66
2022
Q4 		$288K Buy
+15,830
New +$304K 0.61% 53

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Talisman Wealth Advisors's GCC Position: Q3 2023 in Review

Talisman Wealth Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2023, closing a stake of 12,354 shares — an estimated $211K sold.

Talisman Wealth Advisors first reported a position in GCC in Q4 2022 and held it in 3 quarters. The position peaked at $288K in Q1 2023. 55 funds tracked by Wall St. Rank hold GCC as of Q3 2023.

  • Talisman Wealth Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
  • Talisman Wealth Advisors sold 12,354 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2023, an estimated $211K.
  • Talisman Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2022 and held it in 3 quarters.
  • Talisman Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $288K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2023.

Based on Talisman Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.