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 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 $1.3B 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $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

Envestnet Asset Management's GDE Position: Q1 2026 in Review

Envestnet Asset Management increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 39% in Q1 2026, buying an estimated $337K and bringing the position to 17,755 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Envestnet Asset Management first reported a position in GDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

Envestnet Asset Management held 17,755 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.12M as of Q1 2026.
Envestnet Asset Management bought 4,964 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $337K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3407 holding.
Envestnet Asset Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 5 quarters since.
Envestnet Asset Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.12M in Q1 2025.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.