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

Alpine Bank 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	$37.6M	Sell	615,018 -5,547	-0.9%	-$368K	4.82%	4
2026 Q1	$39M	Sell	620,565 -42,187	-6%	-$2.87M	5.68%	5
2025 Q4	$40.8M	Sell	662,752 -116,106	-15%	-$6.97M	5.78%	5
2025 Q3	$44.7M	Buy	778,858 +111,952	+17%	+$5.66M	6.29%	4
2025 Q2	$31.5M	Buy	+666,906	New	+$29.1M	4.75%	6

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Alpine Bank Wealth Management's GDE Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.89% in Q2 2026, selling an estimated $368K and leaving 615,018 shares worth $37.6M. The position accounts for 4.82% of the portfolio, ranked #4.

Alpine Bank Wealth Management first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.7M in Q3 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Alpine Bank Wealth Management held 615,018 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $37.6M as of Q2 2026.
Alpine Bank Wealth Management sold 5,547 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $368K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 4.82% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #4 holding.
Alpine Bank Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $44.7M in Q3 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.