Osaic Holdings
GDE icon

Osaic Holdings’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Osaic Holdings’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 		$3.32M Buy
52,840
+1,417
+3% +$96.3K ﹤0.01% 1656
2025
Q4 		$3.17M Sell
51,423
-501
-1% -$30.1K ﹤0.01% 1719
2025
Q3 		$2.65M Buy
51,924
+48,767
+1,545% +$2.47M ﹤0.01% 1939
2025
Q2 		$149K Buy
3,157
+1,022
+48% +$44.7K ﹤0.01% 4177
2025
Q1 		$87.6K Buy
2,135
+2,035
+2,035% +$81.2K ﹤0.01% 4269
2024
Q4 		$3.71K Sell
100
-37
-27% -$1.42K ﹤0.01% 6346
2024
Q3 		$5.31K Hold
137
– – ﹤0.01% 6161
2024
Q2 		$4.63K Sell
137
-39
-22% -$1.28K ﹤0.01% 6220
2024
Q1 		$5.55K Hold
176
– – ﹤0.01% 6036
2023
Q4 		$4.82K Sell
176
-8,145
-98% -$204K ﹤0.01% 6192
2023
Q3 		$192K Sell
8,321
-490
-6% -$12.3K ﹤0.01% 4017
2023
Q2 		$220K Hold
8,811
– – ﹤0.01% 3817
2023
Q1 		$212K Buy
+8,811
New +$199K ﹤0.01% 3823

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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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 $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

Osaic Holdings's GDE Position: Q1 2026 in Review

Osaic Holdings increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 2.8% in Q1 2026, buying an estimated $96.3K and bringing the position to 52,840 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Osaic Holdings first reported a position in GDE in Q1 2023 and has held it in 13 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Osaic Holdings held 52,840 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $3.32M as of Q1 2026.
  • Osaic Holdings bought 1,417 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $96.3K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1656 holding.
  • Osaic Holdings first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2023 and has held it in 13 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.