Fidelity Investments’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Fidelity Investments’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	–	Sell	-8	Closed	-$493	–	5483
2025 Q4	$493	Buy	+8	New	+$480	﹤0.01%	5156
2025 Q1	–	Sell	-1	Closed	-$37	–	5451
2024 Q4	$37	Buy	+1	New	+$38	﹤0.01%	5242

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $11.8B AUM 21.23% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Fidelity Investments's GDE Position: Q1 2026 in Review

Fidelity Investments sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 8 shares — an estimated $493 sold.

Fidelity Investments first reported a position in GDE in Q4 2024 and held it in 2 quarters. The position peaked at $493 in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

Fidelity Investments reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 8 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $493.
Fidelity Investments first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and held it in 2 quarters.
Fidelity Investments's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $493 in Q4 2025.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.