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

Cliff Asness’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 		– Sell
-6,575
Closed -$414K – 3926
2026
Q1 		$414K Buy
+6,575
New +$447K ﹤0.01% 3227

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
MA
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cliff Asness's GDE Position: Q2 2026 in Review

Cliff Asness sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026, closing a stake of 6,575 shares — an estimated $414K sold.

Cliff Asness first reported a position in GDE in Q1 2026 and held it in 1 quarter. The position peaked at $414K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Cliff Asness reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Cliff Asness sold 6,575 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $414K.
  • Cliff Asness first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and held it in 1 quarter.
  • Cliff Asness's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $414K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.