QCM
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Quantinno Capital Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Quantinno Capital Management’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 		$272K Sell
4,457
-2,684
-38% -$178K ﹤0.01% 3240
2026
Q1 		$449K Buy
+7,141
New +$485K ﹤0.01% 2792

Other funds holding GDE

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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 $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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quantinno Capital Management's GDE Position: Q2 2026 in Review

Quantinno Capital Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 38% in Q2 2026, selling an estimated $178K and leaving 4,457 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Quantinno Capital Management first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $449K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Quantinno Capital Management held 4,457 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $272K as of Q2 2026.
  • Quantinno Capital Management sold 2,684 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $178K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3240 holding.
  • Quantinno Capital Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Quantinno Capital Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $449K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.