Focus Partners Wealth
GDE icon

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

Focus Partners 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 		– Sell
-214,176
Closed -$13.5M – 2854
2026
Q1 		$13.5M Sell
214,176
-4,081
-2% -$277K 0.02% 622
2025
Q4 		$13.4M Hold
218,257
– – 0.02% 602
2025
Q3 		$12.5M Buy
+218,257
New +$11M 0.02% 503

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

Focus Partners Wealth's GDE Position: Q2 2026 in Review

Focus Partners Wealth sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026, closing a stake of 214,176 shares — an estimated $13.5M sold.

Focus Partners Wealth first reported a position in GDE in Q3 2025 and held it in 3 quarters. The position peaked at $13.5M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Focus Partners Wealth reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 214,176 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $13.5M.
  • Focus Partners Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and held it in 3 quarters.
  • Focus Partners Wealth's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $13.5M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.