Ameriprise’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Ameriprise’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Sell	35,553 -7,703	-18%	-$511K	﹤0.01%	3031
2026 Q1	$2.72M	Sell	43,256 -11,348	-21%	-$771K	﹤0.01%	2806
2025 Q4	$3.36M	Buy	54,604 +450	+0.8%	+$27K	﹤0.01%	2718
2025 Q3	$3.11M	Buy	+54,154	New	+$2.74M	﹤0.01%	2749

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise's GDE Position: Q2 2026 in Review

Ameriprise reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 18% in Q2 2026, selling an estimated $511K and leaving 35,553 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Ameriprise first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Ameriprise held 35,553 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $2.17M as of Q2 2026.
Ameriprise sold 7,703 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $511K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3031 holding.
Ameriprise first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Ameriprise's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.36M in Q4 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.