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Howard Bailey Securities’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Howard Bailey Securities’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 		$369K Sell
6,042
-1,705
-22% -$113K 0.14% 72
2026
Q1 		$487K Sell
7,747
-286
-4% -$19.4K 0.2% 69
2025
Q4 		$495K Sell
8,033
-84,150
-91% -$5.05M 0.2% 73
2025
Q3 		$5.29M Buy
+92,183
New +$4.66M 1.51% 19

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

Howard Bailey Securities's GDE Position: Q2 2026 in Review

Howard Bailey Securities reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 22% in Q2 2026, selling an estimated $113K and leaving 6,042 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #72.

Howard Bailey Securities first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.29M in Q3 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Howard Bailey Securities held 6,042 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $369K as of Q2 2026.
  • Howard Bailey Securities sold 1,705 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $113K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.14% of Howard Bailey Securities's portfolio in Q2 2026, its #72 holding.
  • Howard Bailey Securities first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Howard Bailey Securities's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $5.29M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.