Raymond James Financial
GDE icon

Raymond James Financial’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Raymond James Financial’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 		$219K Sell
3,581
-822
-19% -$54.5K ﹤0.01% 5004
2026
Q1 		$277K Sell
4,403
-52,631
-92% -$3.57M ﹤0.01% 4701
2025
Q4 		$3.51M Buy
57,034
+48,870
+599% +$2.93M ﹤0.01% 2800
2025
Q3 		$469K Buy
+8,164
New +$413K ﹤0.01% 4157

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
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

Raymond James Financial's GDE Position: Q2 2026 in Review

Raymond James Financial reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 19% in Q2 2026, selling an estimated $54.5K and leaving 3,581 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #5004.

Raymond James Financial first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.51M in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Raymond James Financial held 3,581 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $219K as of Q2 2026.
  • Raymond James Financial sold 822 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $54.5K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5004 holding.
  • Raymond James Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Raymond James Financial's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.51M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.