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

Citadel 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 Q1	$881K	Buy	+14,000	New	+$951K	﹤0.01%	7956
2025 Q4	–	Sell	-5,300	Closed	-$304K	–	13154
2025 Q3	$304K	Buy	+5,300	New	+$268K	﹤0.01%	10341

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $10.2B AUM 16.58% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

Citadel Advisors's GDE Position: Q1 2026 in Review

Citadel Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 77% in Q1 2026, selling an estimated $1.36M and leaving 5,930 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #9968.

Citadel Advisors first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

Citadel Advisors held 5,930 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $373K as of Q1 2026.
Citadel Advisors sold 19,998 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $1.36M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9968 holding.
Citadel Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
Citadel Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.6M in Q4 2025.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.