Aspire Capital Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Aspire Capital 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	$2.13M	Buy	34,885 +8,173	+31%	+$542K	0.42%	44
2026 Q1	$1.68M	Buy	26,712 +1,223	+5%	+$83.1K	0.38%	42
2025 Q4	$1.57M	Buy	25,489 +12,384	+94%	+$743K	0.37%	43
2025 Q3	$752K	Buy	+13,105	New	+$663K	0.19%	52

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

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

Aspire Capital Advisors's GDE Position: Q2 2026 in Review

Aspire Capital Advisors increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 31% in Q2 2026, buying an estimated $542K and bringing the position to 34,885 shares worth $2.13M. The position accounts for 0.42% of the portfolio, ranked #44.

Aspire Capital Advisors first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Aspire Capital Advisors held 34,885 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $2.13M as of Q2 2026.
Aspire Capital Advisors bought 8,173 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $542K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.42% of Aspire Capital Advisors's portfolio in Q2 2026, its #44 holding.
Aspire Capital Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.