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

LWM 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 Q2	$1.22M	Sell	20,000 -192	-1%	-$12.7K	2.18%	10
2026 Q1	$1.27M	Hold	20,192	–	–	1.36%	14
2025 Q4	$1.24M	Hold	20,192	–	–	0.73%	29
2025 Q3	$1.16M	Buy	+20,192	New	+$1.02M	0.68%	29

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

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

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LWM Advisory Services reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.95% in Q2 2026, selling an estimated $12.7K and leaving 20,000 shares worth $1.22M. The position accounts for 2.18% of the portfolio, ranked #10.

LWM Advisory Services first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

LWM Advisory Services held 20,000 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.22M as of Q2 2026.
LWM Advisory Services sold 192 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $12.7K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 2.18% of LWM Advisory Services's portfolio in Q2 2026, its #10 holding.
LWM Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
LWM Advisory Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.27M in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.