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Hantz Financial Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Hantz Financial Services’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 		$162K Hold
2,648
– – ﹤0.01% 1203
2026
Q1 		$167K Sell
2,648
-673
-20% -$45.7K ﹤0.01% 1063
2025
Q4 		$205K Buy
+3,321
New +$199K ﹤0.01% 856

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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

Hantz Financial Services's GDE Position: Q2 2026 in Review

Hantz Financial Services held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 2,648 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Hantz Financial Services first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Hantz Financial Services held 2,648 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $162K as of Q2 2026.
  • Hantz Financial Services left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1203 holding.
  • Hantz Financial Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Hantz Financial Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $205K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.