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MAI Capital Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

MAI Capital Management’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
2025
Q1 		– Sell
-126
Closed -$4.67K – 3495
2024
Q4 		$4.67K Buy
+126
New +$4.84K ﹤0.01% 2799

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

MAI Capital Management's GDE Position: Q1 2025 in Review

MAI Capital Management sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2025, closing a stake of 126 shares — an estimated $4.67K sold.

MAI Capital Management first reported a position in GDE in Q4 2024 and held it in 1 quarter. The position peaked at $4.67K in Q4 2024. 20 funds tracked by Wall St. Rank hold GDE as of Q1 2025.

  • MAI Capital Management reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 126 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2025, an estimated $4.67K.
  • MAI Capital Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $4.67K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.