Simplex Trading’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Simplex Trading’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	$24.2K	Buy	+396	New	+$26.3K	﹤0.01%	6940
2025 Q3	–	Sell	-91	Closed	-$4K	–	9391
2025 Q2	$4K	Buy	+91	New	+$3.98K	﹤0.01%	7838
2025 Q1	–	Sell	-2,452	Closed	-$90K	–	8876
2024 Q4	$90K	Buy	+2,452	New	+$94.2K	﹤0.01%	5278

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Simplex Trading's GDE Position: Q2 2026 in Review

Simplex Trading opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 396 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #6940 among its holdings. This is a return to the name: Simplex Trading previously reported a position in GDE as recently as Q2 2025.

Simplex Trading first reported a position in GDE in Q4 2024 and has held it in 3 quarters since. The position peaked at $90K in Q4 2024. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Simplex Trading held 396 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $24.2K as of Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Simplex Trading position in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6940 holding.
Simplex Trading first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 3 quarters since.
Simplex Trading's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $90K in Q4 2024.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.