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 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

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

NewEdge Advisors's GDE Position: Q1 2026 in Review

NewEdge Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 4.1% in Q1 2026, selling an estimated $11.4K and leaving 3,908 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

NewEdge Advisors first reported a position in GDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $251K in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

NewEdge Advisors held 3,908 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $246K as of Q1 2026.
NewEdge Advisors sold 168 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $11.4K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2488 holding.
NewEdge Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 6 quarters since.
NewEdge Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $251K in Q4 2025.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.