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

USAdvisors Wealth Management’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 Q4	–	Sell	-32,923	Closed	-$593K	–	129
2023 Q3	$593K	Buy	32,923 +132	+0.4%	+$2.37K	0.26%	73
2023 Q2	$562K	Buy	32,791 +7,204	+28%	+$126K	0.27%	73
2023 Q1	$457K	Sell	25,587 -25	-0.1%	-$447	0.22%	82
2022 Q4	$467K	Buy	+25,612	New	+$491K	0.23%	83

Other funds holding GCC

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

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

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

WSWA

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

USAdvisors Wealth Management's GCC Position: Q4 2023 in Review

USAdvisors Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2023, closing a stake of 32,923 shares — an estimated $593K sold.

USAdvisors Wealth Management first reported a position in GCC in Q4 2022 and held it in 4 quarters. The position peaked at $593K in Q3 2023. 52 funds tracked by Wall St. Rank hold GCC as of Q4 2023.

USAdvisors Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 32,923 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2023, an estimated $593K.
USAdvisors Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2022 and held it in 4 quarters.
USAdvisors Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $593K in Q3 2023.
52 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2023.

Based on USAdvisors Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.