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Regatta Research & Money Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Regatta Research & Money Management’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 		$251K Buy
+4,107
New +$273K 0.24% 82

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

Regatta Research & Money Management's GDE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 4,107 shares worth $251K. The stake represents 0.24% of the portfolio and ranks #82 among its holdings.

54 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Regatta Research & Money Management held 4,107 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $251K as of Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Regatta Research & Money Management position in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.24% of Regatta Research & Money Management's portfolio in Q2 2026, its #82 holding.
  • 54 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.