Morgan Stanley’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Morgan Stanley’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	$2.23M	Hold	36,444	–	–	﹤0.01%	4795
2026 Q1	$2.29M	Sell	36,444 -1	-0%	-$68	﹤0.01%	4669
2025 Q4	$2.25M	Buy	36,445 +27,113	+291%	+$1.63M	﹤0.01%	4730
2025 Q3	$536K	Buy	+9,332	New	+$472K	﹤0.01%	5472
2025 Q2	–	Sell	-1	Closed	-$64	–	8171
2025 Q1	$64	Hold	1	–	–	﹤0.01%	7652
2024 Q4	$58	Hold	1	–	–	﹤0.01%	7568
2024 Q3	$65	Hold	1	–	–	﹤0.01%	7505
2024 Q2	$37	Buy	+1	New	+$33	﹤0.01%	7600

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley's GDE Position: Q2 2026 in Review

Morgan Stanley held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 36,444 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #4795.

Morgan Stanley first reported a position in GDE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Morgan Stanley held 36,444 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $2.23M as of Q2 2026.
Morgan Stanley left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4795 holding.
Morgan Stanley first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2024 and has held it in 8 quarters since.
Morgan Stanley's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $2.29M in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.