WealthBridge Capital Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

WealthBridge Capital 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
2022 Q4	–	Sell	-12,419	Closed	-$291K	–	201
2022 Q3	$291K	Hold	12,419	–	–	0.12%	151
2022 Q2	$291K	Buy	+12,419	New	+$318K	0.12%	151
2019 Q3	–	Sell	-19,407	Closed	-$341K	–	126
2019 Q2	$341K	Buy	+19,407	New	+$346K	0.31%	72
2019 Q1	–	Sell	-19,407	Closed	-$341K	–	1003
2018 Q4	$341K	Buy	+19,407	New	+$353K	0.26%	72

Other funds holding GCC

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

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

WSWA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthBridge Capital Management's GCC Position: Q4 2022 in Review

WealthBridge Capital Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 12,419 shares — an estimated $291K sold.

WealthBridge Capital Management first reported a position in GCC in Q4 2018 and held it in 4 quarters. The position peaked at $341K in Q2 2019. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

WealthBridge Capital Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
WealthBridge Capital Management sold 12,419 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $291K.
WealthBridge Capital Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2018 and held it in 4 quarters.
WealthBridge Capital Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $341K in Q2 2019.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on WealthBridge Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.