Mercer Global Advisors
GDE icon

Mercer Global Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Mercer Global Advisors’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 		$273K Sell
4,464
-9,209
-67% -$611K ﹤0.01% 2920
2026
Q1 		$860K Buy
+13,673
New +$929K ﹤0.01% 1644

Other funds holding GDE

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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

Mercer Global Advisors's GDE Position: Q2 2026 in Review

Mercer Global Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 67% in Q2 2026, selling an estimated $611K and leaving 4,464 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Mercer Global Advisors first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $860K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Mercer Global Advisors held 4,464 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $273K as of Q2 2026.
  • Mercer Global Advisors sold 9,209 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $611K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2920 holding.
  • Mercer Global Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $860K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.