LPL Financial
GDE icon

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

LPL 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 		$538K Buy
8,803
+4,989
+131% +$331K ﹤0.01% 4959
2026
Q1 		$240K Sell
3,814
-26,943
-88% -$1.83M ﹤0.01% 5359
2025
Q4 		$1.9M Sell
30,757
-155,445
-83% -$9.33M ﹤0.01% 3468
2025
Q3 		$10.7M Buy
186,202
+97,332
+110% +$4.92M ﹤0.01% 1808
2025
Q2 		$4.19M Buy
88,870
+64,570
+266% +$2.82M ﹤0.01% 2459
2025
Q1 		$998K Buy
+24,300
New +$970K ﹤0.01% 3563

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

LPL Financial's GDE Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 131% in Q2 2026, buying an estimated $331K and bringing the position to 8,803 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #4959.

LPL Financial first reported a position in GDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q3 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • LPL Financial held 8,803 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $538K as of Q2 2026.
  • LPL Financial bought 4,989 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $331K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4959 holding.
  • LPL Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $10.7M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.