UBS Group
GDE icon

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
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 $1.3B 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 $78.3M AUM 25.85% 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