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Ashton Thomas Private Wealth’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Ashton Thomas Private Wealth’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 		$74.7K Buy
+1,222
New +$81.1K ﹤0.01% 1316

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

Ashton Thomas Private Wealth's GDE Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 1,222 shares worth $74.7K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings.

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

  • Ashton Thomas Private Wealth held 1,222 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $74.7K as of Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Ashton Thomas Private Wealth position in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1316 holding.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.