Action Point Financial Planning’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Action Point Financial Planning’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	$199K	Buy	+3,261	New	+$216K	0.02%	437

Other funds holding GDE

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

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

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Action Point Financial Planning's GDE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 3,261 shares worth $199K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings.

72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Action Point Financial Planning held 3,261 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $199K as of Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Action Point Financial Planning position in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #437 holding.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.