Well Done LLC’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Well Done LLC’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	-9,705	Closed	-$207K	–	183
2022 Q3	$207K	Hold	9,705	–	–	0.05%	153
2022 Q2	$228K	Hold	9,705	–	–	0.05%	152
2022 Q1	$245K	Hold	9,705	–	–	0.05%	159
2021 Q4	$202K	Hold	9,705	–	–	0.04%	179
2021 Q3	$216K	Hold	9,705	–	–	0.05%	164
2021 Q2	$215K	Buy	+9,705	New	+$211K	0.05%	167

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

Well Done LLC's GCC Position: Q4 2022 in Review

Well Done LLC sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2022, closing a stake of 9,705 shares — an estimated $207K sold.

Well Done LLC first reported a position in GCC in Q2 2021 and held it in 6 quarters. The position peaked at $245K in Q1 2022. 72 funds tracked by Wall St. Rank hold GCC as of Q4 2022.

Well Done LLC reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
Well Done LLC sold 9,705 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2022, an estimated $207K.
Well Done LLC first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2021 and held it in 6 quarters.
Well Done LLC's WisdomTree Enhanced Commodity Strategy Fund position peaked at $245K in Q1 2022.
72 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2022.

Based on Well Done LLC's 13F filing for Q4 2022, filed 18 Jan 2023.