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Allworth Financial’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Allworth Financial’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 		$18.3K Buy
+300
New +$19.9K ﹤0.01% 3275

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
MA
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
FA
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

Allworth Financial's GDE Position: Q2 2026 in Review

Allworth Financial opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 300 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #3275 among its holdings.

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

  • Allworth Financial held 300 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $18.3K as of Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Allworth Financial position in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3275 holding.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.