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BFC Planning, Inc.’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

BFC Planning, Inc.’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
Q3 		$23K Hold
361
– – ﹤0.01% 1955
2026
Q2 		$22.1K Sell
361
-1
-0.3% -$66 ﹤0.01% 1968
2026
Q1 		$22.7K Buy
362
+54
+18% +$3.67K ﹤0.01% 1650
2025
Q4 		$19K Buy
308
+13
+4% +$780 ﹤0.01% 1770
2025
Q3 		$16.9K Buy
+295
New +$14.9K ﹤0.01% 1663

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MA
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Wealthcare Advisory Partners
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Stapp Wealth Management
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OneDigital Investment Advisors
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Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Great Valley Advisor Group
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s GDE Position: Q3 2026 in Review

BFC Planning, Inc. held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q3 2026 at 361 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

BFC Planning, Inc. first reported a position in GDE in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

  • BFC Planning, Inc. held 361 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $23K as of Q3 2026.
  • BFC Planning, Inc. left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q3 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1955 holding.
  • BFC Planning, Inc. first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.