WealthShield Partners’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-37,050	Closed	-$869K	–	299
2022 Q2	$869K	Hold	37,050	–	–	0.17%	142
2022 Q1	$936K	Hold	37,050	–	–	0.15%	153
2021 Q4	$771K	Sell	37,050 -9,830	-21%	-$207K	0.13%	164
2021 Q3	$1.04M	Buy	+46,880	New	+$1.03M	0.28%	79
2021 Q2	–	Sell	-37,130	Closed	-$745K	–	913
2021 Q1	$745K	Buy	37,130 +25,600	+222%	+$511K	0.13%	118
2020 Q4	$220K	Hold	11,530	–	–	0.04%	274
2020 Q3	$199K	Buy	+11,530	New	+$195K	0.07%	241

Other funds holding GCC

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

BRWA

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

AWM

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

WealthShield Partners's GCC Position: Q3 2022 in Review

WealthShield Partners sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2022, closing a stake of 37,050 shares — an estimated $869K sold.

WealthShield Partners first reported a position in GCC in Q3 2020 and held it in 7 quarters. The position peaked at $1.04M in Q3 2021. 84 funds tracked by Wall St. Rank hold GCC as of Q3 2022.

WealthShield Partners reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
WealthShield Partners sold 37,050 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2022, an estimated $869K.
WealthShield Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2020 and held it in 7 quarters.
WealthShield Partners's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1.04M in Q3 2021.
84 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2022.

Based on WealthShield Partners's 13F filing for Q3 2022, filed 4 Nov 2022.