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 Q2	$782K	Hold	12,792	–	–	﹤0.01%	1000
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 $1.35B 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

Brown Advisory's GDE Position: Q2 2026 in Review

Brown Advisory held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 12,792 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Brown Advisory first reported a position in GDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $805K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Brown Advisory held 12,792 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $782K as of Q2 2026.
Brown Advisory left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1000 holding.
Brown Advisory first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
Brown Advisory's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $805K in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.