Commonwealth Equity Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Commonwealth Equity Services’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 Q3	–	Sell	-74,715	Closed	-$3.52M	–	4311
2025 Q2	$3.52M	Buy	74,715 +12,894	+21%	+$564K	﹤0.01%	1577
2025 Q1	$2.54M	Buy	+61,821	New	+$2.47M	﹤0.01%	1744

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SWM

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

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

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Commonwealth Equity Services's GDE Position: Q3 2025 in Review

Commonwealth Equity Services sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q3 2025, closing a stake of 74,715 shares — an estimated $3.52M sold.

Commonwealth Equity Services first reported a position in GDE in Q1 2025 and held it in 2 quarters. The position peaked at $3.52M in Q2 2025. 54 funds tracked by Wall St. Rank hold GDE as of Q3 2025.

Commonwealth Equity Services reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 74,715 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2025, an estimated $3.52M.
Commonwealth Equity Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and held it in 2 quarters.
Commonwealth Equity Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.52M in Q2 2025.
54 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.