Cerity Partners
GDE icon

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

Cerity Partners’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
Q1 		– Sell
-5,390
Closed -$332K – 3306
2025
Q4 		$332K Buy
+5,390
New +$323K ﹤0.01% 2350

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Cerity Partners's GDE Position: Q1 2026 in Review

Cerity Partners sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 5,390 shares — an estimated $332K sold.

Cerity Partners first reported a position in GDE in Q4 2025 and held it in 1 quarter. The position peaked at $332K in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Cerity Partners reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 5,390 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $332K.
  • Cerity Partners first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and held it in 1 quarter.
  • Cerity Partners's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $332K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.