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Wealth Enhancement & Preservation of GA’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Wealth Enhancement & Preservation of GA’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
-23,573
Closed -$430K – 44
2022
Q4 		$430K Buy
+23,573
New +$452K 0.7% 39
2022
Q3 		– Sell
-38,462
Closed -$902K – 57
2022
Q2 		$902K Buy
+38,462
New +$984K 0.95% 36

Other funds holding GCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's GCC Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2023, closing a stake of 23,573 shares — an estimated $430K sold.

Wealth Enhancement & Preservation of GA first reported a position in GCC in Q2 2022 and held it in 2 quarters. The position peaked at $902K in Q2 2022. 65 funds tracked by Wall St. Rank hold GCC as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 23,573 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2023, an estimated $430K.
  • Wealth Enhancement & Preservation of GA first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2022 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's WisdomTree Enhanced Commodity Strategy Fund position peaked at $902K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.