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WFG Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-2,000
Closed -$39K – 1553
2016
Q4 		$39K Sell
2,000
-500
-20% -$9.77K 0.01% 770
2016
Q3 		$49K Buy
+2,500
New +$49.6K 0.01% 713

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WFG Advisors's GCC Position: Q1 2017 in Review

WFG Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2017, closing a stake of 2,000 shares — an estimated $39K sold.

WFG Advisors first reported a position in GCC in Q3 2016 and held it in 2 quarters. The position peaked at $49K in Q3 2016. 47 funds tracked by Wall St. Rank hold GCC as of Q1 2017.

  • WFG Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 2,000 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2017, an estimated $39K.
  • WFG Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2016 and held it in 2 quarters.
  • WFG Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $49K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.