TAP Consulting’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

TAP Consulting’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 Q1	–	Sell	-32,024	Closed	-$583K	–	137
2022 Q4	$583K	Sell	32,024 -1,703	-5%	-$32.7K	0.15%	90
2022 Q3	$719K	Sell	33,727 -1,021	-3%	-$23K	0.19%	80
2022 Q2	$815K	Buy	+34,748	New	+$889K	0.23%	74

Other funds holding GCC

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

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

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

WSWA

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

Leo Brokerage Hurst, Texas $876M AUM

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

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

BRWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAP Consulting's GCC Position: Q1 2023 in Review

TAP Consulting sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2023, closing a stake of 32,024 shares — an estimated $583K sold.

TAP Consulting first reported a position in GCC in Q2 2022 and held it in 3 quarters. The position peaked at $815K in Q2 2022. 65 funds tracked by Wall St. Rank hold GCC as of Q1 2023.

TAP Consulting reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
TAP Consulting sold 32,024 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2023, an estimated $583K.
TAP Consulting first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2022 and held it in 3 quarters.
TAP Consulting's WisdomTree Enhanced Commodity Strategy Fund position peaked at $815K in Q2 2022.
65 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2023.

Based on TAP Consulting's 13F filing for Q1 2023, filed 18 Apr 2023.