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

Transform Wealth’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
2017 Q3	–	Sell	-47,080	Closed	-$878K	–	214
2017 Q2	$878K	Sell	47,080 -11,000	-19%	-$207K	0.99%	39
2017 Q1	$1.12M	Sell	58,080 -10,500	-15%	-$206K	0.42%	82
2016 Q4	$1.33M	Hold	68,580	–	–	0.53%	59
2016 Q3	$1.33M	Buy	68,580 +2,500	+4%	+$49.6K	0.57%	56
2016 Q2	$1.35M	Buy	+66,080	New	+$1.3M	0.57%	60

Other funds holding GCC

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

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

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

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

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

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

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Transform Wealth's GCC Position: Q3 2017 in Review

Transform Wealth sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2017, closing a stake of 47,080 shares — an estimated $878K sold.

Transform Wealth first reported a position in GCC in Q2 2016 and held it in 5 quarters. The position peaked at $1.35M in Q2 2016. 39 funds tracked by Wall St. Rank hold GCC as of Q3 2017.

Transform Wealth reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2017 after selling out during the quarter.
Transform Wealth sold 47,080 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2017, an estimated $878K.
Transform Wealth first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2016 and held it in 5 quarters.
Transform Wealth's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1.35M in Q2 2016.
39 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2017.

Based on Transform Wealth's 13F filing for Q3 2017, filed 19 Oct 2017.