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
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 $1.3B AUM 37.8% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth's GDE Position: Q1 2026 in Review

Focus Partners Wealth reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 1.9% in Q1 2026, selling an estimated $277K and leaving 214,176 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #622.

Focus Partners Wealth first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Focus Partners Wealth held 214,176 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $13.5M as of Q1 2026.
  • Focus Partners Wealth sold 4,081 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $277K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #622 holding.
  • Focus Partners Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.