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 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

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

NewEdge Advisors's GDE Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.41% in Q2 2026, selling an estimated $1.06K and leaving 3,892 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

NewEdge Advisors first reported a position in GDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

NewEdge Advisors held 3,892 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $238K as of Q2 2026.
NewEdge Advisors sold 16 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $1.06K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2651 holding.
NewEdge Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
NewEdge Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $251K in Q4 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.