Carson Wealth (CWM LLC)
GDE icon

Carson Wealth (CWM LLC)’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.4M Buy
212,688
+21,612
+11% +$1.47M 0.04% 449
2025
Q4 		$11.8M Buy
191,076
+28,640
+18% +$1.72M 0.03% 460
2025
Q3 		$9.32M Buy
+162,436
New +$8.22M 0.03% 493

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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GDE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 11% in Q1 2026, buying an estimated $1.47M and bringing the position to 212,688 shares worth $13.4M. The position accounts for 0.04% of the portfolio, ranked #449.

Carson Wealth (CWM LLC) first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 212,688 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $13.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,612 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $1.47M.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #449 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.