HF
GDE icon

HRT Financial’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

HRT Financial’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 		$2.04M Buy
+32,456
New +$2.2M 0.01% 1607
2025
Q4 		– Sell
-7,458
Closed -$428K – 3464
2025
Q3 		$428K Buy
+7,458
New +$377K ﹤0.01% 1973

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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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 $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

HRT Financial's GDE Position: Q1 2026 in Review

HRT Financial opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026: 32,456 shares worth $2.04M. The stake represents 0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: HRT Financial previously reported a position in GDE as recently as Q3 2025.

HRT Financial first reported a position in GDE in Q3 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • HRT Financial held 32,456 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $2.04M as of Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new HRT Financial position in Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1607 holding.
  • HRT Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.