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

Avion 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
Q1 		– Sell
-7,708
Closed -$474K – 1374
2025
Q4 		$474K Buy
7,708
+586
+8% +$35.2K 0.1% 56
2025
Q3 		$408K Buy
7,122
+3,913
+122% +$198K 0.09% 62
2025
Q2 		$151K Buy
+3,209
New +$140K 0.03% 110

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Avion Wealth's GDE Position: Q1 2026 in Review

Avion Wealth sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 7,708 shares — an estimated $474K sold.

Avion Wealth first reported a position in GDE in Q2 2025 and held it in 3 quarters. The position peaked at $474K in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Avion Wealth reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 7,708 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $474K.
  • Avion Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and held it in 3 quarters.
  • Avion Wealth's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $474K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.