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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
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 $1.3B 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 $76.5M AUM 21.17% 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

LWM Advisory Services's GDE Position: Q1 2026 in Review

LWM Advisory Services held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q1 2026 at 20,192 shares worth $1.27M. The position accounts for 1.36% of the portfolio, ranked #14.

LWM Advisory Services 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.

  • LWM Advisory Services held 20,192 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.27M as of Q1 2026.
  • LWM Advisory Services left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 1.36% of LWM Advisory Services's portfolio in Q1 2026, its #14 holding.
  • LWM Advisory Services 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 LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.