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Elm3 Financial Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Elm3 Financial Group’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 		$643K Sell
10,523
-771
-7% -$51.2K 0.44% 60
2026
Q1 		$710K Sell
11,294
-448
-4% -$30.4K 0.6% 46
2025
Q4 		$724K Buy
11,742
+640
+6% +$38.4K 0.6% 45
2025
Q3 		$637K Buy
11,102
+234
+2% +$11.8K 0.52% 39
2025
Q2 		$513K Buy
10,868
+5,737
+112% +$251K 0.43% 51
2025
Q1 		$211K Buy
+5,131
New +$205K 0.19% 93

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

Elm3 Financial Group's GDE Position: Q2 2026 in Review

Elm3 Financial Group reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 6.8% in Q2 2026, selling an estimated $51.2K and leaving 10,523 shares worth $643K. The position accounts for 0.44% of the portfolio, ranked #60.

Elm3 Financial Group first reported a position in GDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $724K in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Elm3 Financial Group held 10,523 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $643K as of Q2 2026.
  • Elm3 Financial Group sold 771 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $51.2K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.44% of Elm3 Financial Group's portfolio in Q2 2026, its #60 holding.
  • Elm3 Financial Group first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
  • Elm3 Financial Group's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $724K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.