JWCA
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J.W. Cole Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

J.W. Cole 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
Q2 		$241K Sell
3,938
-256
-6% -$17K ﹤0.01% 1402
2026
Q1 		$264K Buy
4,194
+940
+29% +$63.9K 0.01% 661
2025
Q4 		$201K Buy
+3,254
New +$195K ﹤0.01% 1307

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

J.W. Cole Advisors's GDE Position: Q2 2026 in Review

J.W. Cole Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 6.1% in Q2 2026, selling an estimated $17K and leaving 3,938 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

J.W. Cole Advisors first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • J.W. Cole Advisors held 3,938 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $241K as of Q2 2026.
  • J.W. Cole Advisors sold 256 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $17K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1402 holding.
  • J.W. Cole Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $264K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.