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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
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 $1.3B AUM 37.8% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $78.3M AUM 25.85% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

Kelman-Lazarov Inc's GDE Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 72% in Q1 2026, buying an estimated $170K and bringing the position to 6,004 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #100.

Kelman-Lazarov Inc first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Kelman-Lazarov Inc held 6,004 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $378K as of Q1 2026.
  • Kelman-Lazarov Inc bought 2,506 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $170K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #100 holding.
  • Kelman-Lazarov Inc first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.