Brown Advisory’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Brown Advisory’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	$805K	Hold	12,792	–	–	﹤0.01%	911
2025 Q4	$788K	Buy	12,792 +120	+0.9%	+$7.2K	﹤0.01%	916
2025 Q3	$728K	Buy	12,672 +342	+3%	+$17.3K	﹤0.01%	926
2025 Q2	$581K	Hold	12,330	–	–	﹤0.01%	960
2025 Q1	$506K	Buy	+12,330	New	+$492K	﹤0.01%	979

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 $10.2B AUM 16.58% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

Brown Advisory's GDE Position: Q1 2026 in Review

Brown Advisory held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q1 2026 at 12,792 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Brown Advisory first reported a position in GDE in Q1 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

Brown Advisory held 12,792 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $805K as of Q1 2026.
Brown Advisory left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q1 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #911 holding.
Brown Advisory first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.