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
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 $1.3B 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

Raymond James Financial's GDE Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 92% in Q1 2026, selling an estimated $3.57M and leaving 4,403 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

Raymond James Financial first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Raymond James Financial held 4,403 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $277K as of Q1 2026.
  • Raymond James Financial sold 52,631 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $3.57M.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4701 holding.
  • Raymond James Financial first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Raymond James Financial's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.51M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.