Royal Bank of Canada
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Royal Bank of Canada’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Royal Bank of Canada’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 		– Sell
-13,547
Closed -$835K – 7327
2025
Q4 		$835K Sell
13,547
-122
-0.9% -$7.32K ﹤0.01% 3786
2025
Q3 		$785K Sell
13,669
-2,663
-16% -$135K ﹤0.01% 4163
2025
Q2 		$770K Sell
16,332
-342
-2% -$14.9K ﹤0.01% 4126
2025
Q1 		$684K Buy
16,674
+277
+2% +$11.1K ﹤0.01% 3761
2024
Q4 		$608K Buy
16,397
+397
+2% +$15.3K ﹤0.01% 3926
2024
Q3 		$620K Buy
16,000
+15,998
+799,900% +$575K ﹤0.01% 3928
2024
Q2 		$0 Buy
+2
New +$66 ﹤0.01% 7220

Other funds holding GDE

MCM
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ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 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 $11.8B AUM 21.23% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Royal Bank of Canada's GDE Position: Q1 2026 in Review

Royal Bank of Canada sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 13,547 shares — an estimated $835K sold.

Royal Bank of Canada first reported a position in GDE in Q2 2024 and held it in 7 quarters. The position peaked at $835K in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Royal Bank of Canada reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Royal Bank of Canada sold 13,547 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $835K.
  • Royal Bank of Canada first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2024 and held it in 7 quarters.
  • Royal Bank of Canada's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $835K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.