CM
GDE icon

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

Churchill Management’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
2025
Q2 		$10.3M Buy
+218,257
New +$9.54M 0.11% 73

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Churchill Management's GDE Position: Q2 2025 in Review

Churchill Management opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2025: 218,257 shares worth $10.3M. The stake represents 0.11% of the portfolio and ranks #73 among its holdings.

27 funds tracked by Wall St. Rank hold GDE as of Q2 2025.

  • Churchill Management held 218,257 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $10.3M as of Q2 2025.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Churchill Management position in Q2 2025.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.11% of Churchill Management's portfolio in Q2 2025, its #73 holding.
  • 27 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.