Team Financial Group’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Team Financial Group’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	$2.95M	Buy	130,413 +5,153	+4%	+$127K	1.25%	15
2026 Q1	$3M	Sell	125,260 -586	-0.5%	-$13.5K	1.36%	15
2025 Q4	$2.66M	Buy	125,846 +12,871	+11%	+$272K	1.21%	14
2025 Q3	$2.42M	Buy	112,975 +10	+0%	+$205	1.12%	14
2025 Q2	$2.25M	Buy	112,965 +9,031	+9%	+$175K	1.1%	14
2025 Q1	$2.04M	Sell	103,934 -5,186	-5%	-$101K	1.18%	14
2024 Q4	$2.05M	Buy	109,120 +2,177	+2%	+$41.3K	1.18%	16
2024 Q3	$2.04M	Sell	106,943 -424	-0.4%	-$7.88K	1.21%	15
2024 Q2	$2.03M	Sell	107,367 -800	-0.7%	-$15.3K	1.3%	14
2024 Q1	$1.99M	Sell	108,167 -103,600	-49%	-$1.8M	1.34%	14
2023 Q4	$3.59M	Sell	211,767 -21,902	-9%	-$383K	2.57%	11
2023 Q3	$4.21M	Buy	+233,669	New	+$4.2M	3.48%	11

Other funds holding GCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wright Wealth Atlanta, Georgia $167M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Team Financial Group's GCC Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 4.1% in Q2 2026, buying an estimated $127K and bringing the position to 130,413 shares worth $2.95M. The position accounts for 1.25% of the portfolio, ranked #15.

Team Financial Group first reported a position in GCC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.21M in Q3 2023. 70 funds tracked by Wall St. Rank hold GCC as of Q2 2026.

Team Financial Group held 130,413 shares of WisdomTree Enhanced Commodity Strategy Fund worth $2.95M as of Q2 2026.
Team Financial Group bought 5,153 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2026, an estimated $127K.
WisdomTree Enhanced Commodity Strategy Fund made up 1.25% of Team Financial Group's portfolio in Q2 2026, its #15 holding.
Team Financial Group first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree Enhanced Commodity Strategy Fund position peaked at $4.21M in Q3 2023.
70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.