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Kelman-Lazarov Inc’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Kelman-Lazarov Inc’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 		$367K Hold
6,004
– – 0.05% 111
2026
Q1 		$378K Buy
6,004
+2,506
+72% +$170K 0.05% 100
2025
Q4 		$216K Hold
3,498
– – 0.03% 132
2025
Q3 		$201K Buy
+3,498
New +$177K 0.03% 132

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

Kelman-Lazarov Inc's GDE Position: Q2 2026 in Review

Kelman-Lazarov Inc held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 6,004 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #111.

Kelman-Lazarov Inc first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Kelman-Lazarov Inc held 6,004 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $367K as of Q2 2026.
  • Kelman-Lazarov Inc left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.05% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #111 holding.
  • Kelman-Lazarov Inc first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $378K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.