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 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 $1.3B AUM 37.8% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $10.2B AUM 16.58% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

LPL Financial's GDE Position: Q1 2026 in Review

LPL Financial reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 88% in Q1 2026, selling an estimated $1.83M and leaving 3,814 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #5359.

LPL Financial first reported a position in GDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q3 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

LPL Financial held 3,814 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $240K as of Q1 2026.
LPL Financial sold 26,943 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $1.83M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5359 holding.
LPL Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 5 quarters since.
LPL Financial's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $10.7M in Q3 2025.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.