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Arkadios Wealth Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Arkadios Wealth Advisors’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 		$1.63M Buy
26,603
+9,162
+53% +$608K 0.02% 620
2026
Q1 		$1.1M Buy
+17,441
New +$1.18M 0.02% 748

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

Arkadios Wealth Advisors's GDE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 53% in Q2 2026, buying an estimated $608K and bringing the position to 26,603 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #620.

Arkadios Wealth Advisors first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Arkadios Wealth Advisors held 26,603 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.63M as of Q2 2026.
  • Arkadios Wealth Advisors bought 9,162 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $608K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.