UBS Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

UBS Group’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	$482K	Sell	7,889 -108	-1%	-$7.17K	﹤0.01%	6250
2026 Q1	$503K	Buy	7,997 +4,126	+107%	+$280K	﹤0.01%	6082
2025 Q4	$239K	Buy	3,871 +3,832	+9,826%	+$230K	﹤0.01%	6486
2025 Q3	$2.24K	Buy	+39	New	+$1.97K	﹤0.01%	9199
2025 Q2	–	Sell	-247	Closed	-$10.1K	–	10467
2025 Q1	$10.1K	Buy	+247	New	+$9.86K	﹤0.01%	8641
2024 Q3	–	Sell	-33	Closed	-$1.12K	–	9696
2024 Q2	$1.12K	Sell	33 -111	-77%	-$3.65K	﹤0.01%	8650
2024 Q1	$4.54K	Sell	144 -687	-83%	-$19.5K	﹤0.01%	7613
2023 Q4	$22.8K	Sell	831 -487	-37%	-$12.2K	﹤0.01%	7027
2023 Q3	$30.4K	Buy	+1,318	New	+$33.1K	﹤0.01%	6580
2022 Q3	–	Sell	-47	Closed	-$1K	–	10546
2022 Q2	$1K	Buy	+47	New	+$1.09K	﹤0.01%	9869

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

UBS Group's GDE Position: Q2 2026 in Review

UBS Group reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 1.4% in Q2 2026, selling an estimated $7.17K and leaving 7,889 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #6250.

UBS Group first reported a position in GDE in Q2 2022 and has held it in 10 quarters since. The position peaked at $503K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

UBS Group held 7,889 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $482K as of Q2 2026.
UBS Group sold 108 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $7.17K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6250 holding.
UBS Group first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2022 and has held it in 10 quarters since.
UBS Group's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $503K in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.