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
Q2 		– Sell
-32,456
Closed -$2.04M – 4624
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 $1.35B 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

HRT Financial's GDE Position: Q2 2026 in Review

HRT Financial sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026, closing a stake of 32,456 shares — an estimated $2.04M sold.

HRT Financial first reported a position in GDE in Q3 2025 and held it in 2 quarters. The position peaked at $2.04M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • HRT Financial reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 32,456 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $2.04M.
  • HRT Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and held it in 2 quarters.
  • HRT Financial's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $2.04M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.