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Integrated Wealth Concepts’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Integrated Wealth Concepts’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
2024
Q4 		– Sell
-13,443
Closed -$521K – 1745
2024
Q3 		$521K Buy
13,443
+1,400
+12% +$50.3K 0.01% 1061
2024
Q2 		$407K Buy
+12,043
New +$396K 0.01% 1148

Other funds holding GDE

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Integrated Wealth Concepts's GDE Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q4 2024, closing a stake of 13,443 shares — an estimated $521K sold.

Integrated Wealth Concepts first reported a position in GDE in Q2 2024 and held it in 2 quarters. The position peaked at $521K in Q3 2024. 16 funds tracked by Wall St. Rank hold GDE as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 13,443 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q4 2024, an estimated $521K.
  • Integrated Wealth Concepts first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $521K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.