Cambridge Investment Research Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Cambridge Investment Research Advisors’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	$3.49M	Sell	57,182 -1,194	-2%	-$79.2K	0.01%	1259
2026 Q1	$3.67M	Sell	58,376 -1,081	-2%	-$73.4K	0.01%	1151
2025 Q4	$3.66M	Sell	59,457 -3,485	-6%	-$209K	0.01%	1099
2025 Q3	$3.61M	Buy	62,942 +57,555	+1,068%	+$2.91M	0.01%	1095
2025 Q2	$254K	Buy	+5,387	New	+$235K	﹤0.01%	3120

Other funds holding GDE

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

KAS

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

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

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Cambridge Investment Research Advisors's GDE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 2% in Q2 2026, selling an estimated $79.2K and leaving 57,182 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #1259.

Cambridge Investment Research Advisors first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.67M in Q1 2026. 27 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Cambridge Investment Research Advisors held 57,182 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $3.49M as of Q2 2026.
Cambridge Investment Research Advisors sold 1,194 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $79.2K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1259 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.67M in Q1 2026.
27 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.