CJ
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Caitlin John’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Caitlin John’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 		$61.1K Hold
1,000
– – 0.03% 334
2026
Q1 		$62.9K Buy
1,000
+500
+100% +$34K 0.04% 276
2025
Q4 		$30.8K Buy
+500
New +$30K 0.02% 378

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
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
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caitlin John's GDE Position: Q2 2026 in Review

Caitlin John held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 1,000 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #334.

Caitlin John first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.9K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Caitlin John held 1,000 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $61.1K as of Q2 2026.
  • Caitlin John left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.03% of Caitlin John's portfolio in Q2 2026, its #334 holding.
  • Caitlin John first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $62.9K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.