Fermata Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Fermata Advisors’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	$5.33M	Buy	87,185 +9,729	+13%	+$646K	1.08%	27
2026 Q1	$4.87M	Buy	77,456 +34,605	+81%	+$2.35M	1.1%	27
2025 Q4	$2.64M	Buy	42,851 +8,530	+25%	+$512K	0.63%	47
2025 Q3	$1.97M	Sell	34,321 -36	-0.1%	-$1.82K	0.5%	63
2025 Q2	$1.62M	Buy	34,357 +16,002	+87%	+$699K	0.43%	72
2025 Q1	$753K	Buy	18,355 +9,747	+113%	+$389K	0.14%	120
2024 Q4	$319K	Buy	+8,608	New	+$331K	0.06%	196

Other funds holding GDE

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

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Fermata Advisors's GDE Position: Q2 2026 in Review

Fermata Advisors increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 13% in Q2 2026, buying an estimated $646K and bringing the position to 87,185 shares worth $5.33M. The position accounts for 1.08% of the portfolio, ranked #27.

Fermata Advisors first reported a position in GDE in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Fermata Advisors held 87,185 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $5.33M as of Q2 2026.
Fermata Advisors bought 9,729 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $646K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 1.08% of Fermata Advisors's portfolio in Q2 2026, its #27 holding.
Fermata Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.