IFP Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

IFP Advisors’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	$12.8K	Sell	201 -86	-30%	-$5.6K	﹤0.01%	3231
2026 Q2	$17.5K	Buy	287 +76	+36%	+$5.04K	﹤0.01%	3057
2026 Q1	$13.3K	Hold	211	–	–	﹤0.01%	3018
2025 Q4	$13K	Hold	211	–	–	﹤0.01%	2935
2025 Q3	$12.1K	Buy	+211	New	+$10.7K	﹤0.01%	2810

Other funds holding GDE

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $89.8M AUM 14.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's GDE Position: Q3 2026 in Review

IFP Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 30% in Q3 2026, selling an estimated $5.6K and leaving 201 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

IFP Advisors first reported a position in GDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.5K in Q2 2026. 42 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

IFP Advisors held 201 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $12.8K as of Q3 2026.
IFP Advisors sold 86 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2026, an estimated $5.6K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3231 holding.
IFP Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $17.5K in Q2 2026.
42 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.