Kestra Advisory Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Kestra Advisory Services's GDE Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 22% in Q2 2026, buying an estimated $1.2M and bringing the position to 100,543 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #726.

Kestra Advisory Services first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

• Kestra Advisory Services held 100,543 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $6.14M as of Q2 2026.
• Kestra Advisory Services bought 18,049 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $1.2M.
• WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #726 holding.
• Kestra Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
• 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.