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Elequin Capital’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Elequin Capital’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 		$1.38M Buy
+22,620
New +$1.5M 0.04% 111
2025
Q4 		– Sell
-23,982
Closed -$1.38M – 417
2025
Q3 		$1.38M Buy
+23,982
New +$1.21M 0.07% 56

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

Elequin Capital's GDE Position: Q2 2026 in Review

Elequin Capital opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 22,620 shares worth $1.38M. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Elequin Capital previously reported a position in GDE as recently as Q3 2025.

Elequin Capital first reported a position in GDE in Q3 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Elequin Capital held 22,620 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.38M as of Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Elequin Capital position in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.04% of Elequin Capital's portfolio in Q2 2026, its #111 holding.
  • Elequin Capital first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.