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

Kestra Advisory Services’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	$8.77M	Buy	137,677 +37,134	+37%	+$2.42M	0.03%	619
2026 Q2	$6.14M	Buy	100,543 +18,049	+22%	+$1.2M	0.02%	726
2026 Q1	$5.19M	Buy	82,494 +36,599	+80%	+$2.49M	0.02%	766
2025 Q4	$2.83M	Buy	+45,895	New	+$2.75M	0.01%	1021

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

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

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

Kestra Advisory Services's GDE Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 37% in Q3 2026, buying an estimated $2.42M and bringing the position to 137,677 shares worth $8.77M. The position accounts for 0.03% of the portfolio, ranked #619.

Kestra Advisory Services first reported a position in GDE in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

Kestra Advisory Services held 137,677 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $8.77M as of Q3 2026.
Kestra Advisory Services bought 37,134 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2026, an estimated $2.42M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #619 holding.
Kestra Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 4 quarters since.
61 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.