Atria Investments’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Atria Investments’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	$335K	Sell	5,490 -3,103	-36%	-$206K	﹤0.01%	1777
2026 Q1	$540K	Sell	8,593 -51,125	-86%	-$3.47M	0.01%	1410
2025 Q4	$3.68M	Buy	59,718 +34,745	+139%	+$2.08M	0.04%	480
2025 Q3	$1.43M	Buy	24,973 +9,822	+65%	+$497K	0.02%	868
2025 Q2	$715K	Buy	+15,151	New	+$662K	0.01%	1226

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

Atria Investments's GDE Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 36% in Q2 2026, selling an estimated $206K and leaving 5,490 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Atria Investments first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Atria Investments held 5,490 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $335K as of Q2 2026.
Atria Investments sold 3,103 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $206K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1777 holding.
Atria Investments first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Atria Investments's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.68M in Q4 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.