AE Wealth Management
GDE icon

AE Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

AE Wealth Management’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 		$175K Buy
2,867
+962
+50% +$63.8K ﹤0.01% 1758
2026
Q1 		$120K Sell
1,905
-970
-34% -$65.9K ﹤0.01% 1741
2025
Q4 		$177K Buy
2,875
+917
+47% +$55K ﹤0.01% 1549
2025
Q3 		$112K Buy
+1,958
New +$99.1K ﹤0.01% 1534

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MA
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Stapp Wealth Management
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OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Magnolia Private Wealth
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's GDE Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 50% in Q2 2026, buying an estimated $63.8K and bringing the position to 2,867 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

AE Wealth Management first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $177K in Q4 2025. 73 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • AE Wealth Management held 2,867 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $175K as of Q2 2026.
  • AE Wealth Management bought 962 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $63.8K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1758 holding.
  • AE Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $177K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.