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Great Valley Advisor Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Great Valley Advisor Group’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 		$3.18M Sell
52,002
-228
-0.4% -$15.1K 0.05% 308
2026
Q1 		$3.29M Hold
52,230
– – 0.06% 280
2025
Q4 		$3.22M Sell
52,230
-539
-1% -$32.3K 0.06% 255
2025
Q3 		$3.03M Buy
+52,769
New +$2.67M 0.06% 254

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

Great Valley Advisor Group's GDE Position: Q2 2026 in Review

Great Valley Advisor Group reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.44% in Q2 2026, selling an estimated $15.1K and leaving 52,002 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #308.

Great Valley Advisor Group first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.29M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Great Valley Advisor Group held 52,002 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $3.18M as of Q2 2026.
  • Great Valley Advisor Group sold 228 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $15.1K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #308 holding.
  • Great Valley Advisor Group first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Great Valley Advisor Group's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.29M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.