Envestnet Asset Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Envestnet Asset Management’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	$1.21M	Buy	19,871 +2,116	+12%	+$140K	﹤0.01%	3507
2026 Q1	$1.12M	Buy	17,755 +4,964	+39%	+$337K	﹤0.01%	3407
2025 Q4	$788K	Sell	12,791 -3,110	-20%	-$187K	﹤0.01%	3404
2025 Q3	$913K	Buy	15,901 +179	+1%	+$9.06K	﹤0.01%	3379
2025 Q2	$741K	Sell	15,722 -11,663	-43%	-$510K	﹤0.01%	3442
2025 Q1	$1.12M	Buy	+27,385	New	+$1.09M	﹤0.01%	3129

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's GDE Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 19,871 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Envestnet Asset Management first reported a position in GDE in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Envestnet Asset Management held 19,871 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.21M as of Q2 2026.
Envestnet Asset Management bought 2,116 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $140K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3507 holding.
Envestnet Asset Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.