Jeff Yass’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Jeff Yass’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	$3.46M	Buy	56,608 +26,951	+91%	+$1.79M	﹤0.01%	5335
2026 Q1	$1.87M	Buy	+29,657	New	+$2.01M	﹤0.01%	6332
2025 Q3	–	Sell	-51,271	Closed	-$2.42M	–	12924
2025 Q2	$2.42M	Buy	51,271 +16,845	+49%	+$736K	﹤0.01%	5384
2025 Q1	$1.41M	Sell	34,426 -24,891	-42%	-$994K	﹤0.01%	6364
2024 Q4	$2.2M	Buy	59,317 +42,360	+250%	+$1.63M	﹤0.01%	5085
2024 Q3	$657K	Buy	+16,957	New	+$609K	﹤0.01%	7822
2024 Q2	–	Sell	-17,575	Closed	-$555K	–	12440
2024 Q1	$555K	Sell	17,575 -2,288	-12%	-$65K	﹤0.01%	8270
2023 Q4	$544K	Sell	19,863 -727	-4%	-$18.2K	﹤0.01%	8454
2023 Q3	$476K	Sell	20,590 -5,956	-22%	-$150K	﹤0.01%	8343
2023 Q2	$664K	Sell	26,546 -10,438	-28%	-$256K	﹤0.01%	7648
2023 Q1	$890K	Buy	36,984 +27,406	+286%	+$618K	﹤0.01%	7123
2022 Q4	$201K	Buy	+9,578	New	+$195K	﹤0.01%	10118
2022 Q3	–	Sell	-24,835	Closed	-$521K	–	13518
2022 Q2	$521K	Sell	24,835 -4,298	-15%	-$100K	﹤0.01%	8157
2022 Q1	$790K	Buy	+29,133	New	+$778K	﹤0.01%	7750

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jeff Yass's GDE Position: Q2 2026 in Review

Jeff Yass increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 91% in Q2 2026, buying an estimated $1.79M and bringing the position to 56,608 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #5335.

Jeff Yass first reported a position in GDE in Q1 2022 and has held it in 14 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Jeff Yass held 56,608 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $3.46M as of Q2 2026.
Jeff Yass bought 26,951 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $1.79M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5335 holding.
Jeff Yass first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2022 and has held it in 14 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.