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

NewEdge 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 Q3	$444K	Buy	6,967 +3,075	+79%	+$200K	﹤0.01%	2294
2026 Q2	$238K	Sell	3,892 -16	-0.4%	-$1.06K	﹤0.01%	2651
2026 Q1	$246K	Sell	3,908 -168	-4%	-$11.4K	﹤0.01%	2488
2025 Q4	$251K	Sell	4,076 -24	-0.6%	-$1.44K	﹤0.01%	2439
2025 Q3	$235K	Buy	4,100 +3,736	+1,026%	+$189K	﹤0.01%	2321
2025 Q2	$17.2K	Sell	364 -1,612	-82%	-$70.4K	﹤0.01%	3004
2025 Q1	$81.1K	Sell	1,976 -1,315	-40%	-$52.5K	﹤0.01%	2368
2024 Q4	$122K	Buy	+3,291	New	+$126K	﹤0.01%	2222

Other funds holding GDE

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $89.8M AUM 14.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NewEdge Advisors's GDE Position: Q3 2026 in Review

NewEdge Advisors increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 79% in Q3 2026, buying an estimated $200K and bringing the position to 6,967 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

NewEdge Advisors first reported a position in GDE in Q4 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

NewEdge Advisors held 6,967 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $444K as of Q3 2026.
NewEdge Advisors bought 3,075 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2026, an estimated $200K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2294 holding.
NewEdge Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.