Corient Private Wealth
GDE icon

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

Corient Private 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
Q2 		$269K Buy
+4,404
New +$292K ﹤0.01% 2621

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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
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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

Corient Private Wealth's GDE Position: Q2 2026 in Review

Corient Private Wealth opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 4,404 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings.

72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Corient Private Wealth held 4,404 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $269K as of Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Corient Private Wealth position in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2621 holding.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.