CW
GDE icon

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

CreativeOne 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 		$303K Buy
4,967
+12
+0.2% +$796 0.01% 983
2026
Q1 		$312K Buy
+4,955
New +$337K 0.01% 968

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

CreativeOne Wealth's GDE Position: Q2 2026 in Review

CreativeOne Wealth increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.24% in Q2 2026, buying an estimated $796 and bringing the position to 4,967 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #983.

CreativeOne Wealth first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $312K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • CreativeOne Wealth held 4,967 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $303K as of Q2 2026.
  • CreativeOne Wealth bought 12 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $796.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #983 holding.
  • CreativeOne Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • CreativeOne Wealth's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $312K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.