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Wilbanks Smith & Thomas Asset Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-73
Closed -$1K – 715
2018
Q3 		$1K Buy
+73
New +$1.32K ﹤0.01% 1514

Other funds holding GCC

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's GCC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2018, closing a stake of 73 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in GCC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 50 funds tracked by Wall St. Rank hold GCC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 73 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $1K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.