LPL Financial
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.19M Buy
88,870
+64,570
+266% +$3.05M ﹤0.01% 2447
2025
Q1 		$998K Buy
+24,300
New +$998K ﹤0.01% 3528