Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Wealth Enhancement Advisory Services’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
2020
Q1 		– Sell
-78,363
Closed -$1.47M – 240
2019
Q4 		$1.47M Sell
78,363
-96,887
-55% -$1.75M 0.05% 138
2019
Q3 		$3.12M Sell
175,250
-219,211
-56% -$3.83M 0.13% 76
2019
Q2 		$7.01M Buy
+394,461
New +$7.02M 0.31% 38

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's GCC Position: Q1 2020 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2020, closing a stake of 78,363 shares — an estimated $1.47M sold.

Wealth Enhancement Advisory Services first reported a position in GCC in Q2 2019 and held it in 3 quarters. The position peaked at $7.01M in Q2 2019. 35 funds tracked by Wall St. Rank hold GCC as of Q1 2020.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 78,363 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2020, an estimated $1.47M.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2019 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $7.01M in Q2 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2020, filed 1 May 2020.