M Wealth Management LLC’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

M Wealth Management LLC’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	$720K	Buy	11,782 +932	+9%	+$61.8K	0.57%	28
2026 Q1	$682K	Sell	10,850 -3,510	-24%	-$238K	0.57%	26
2025 Q4	$885K	Sell	14,360 -500	-3%	-$30K	0.77%	22
2025 Q3	$853K	Hold	14,860	–	–	0.75%	21
2025 Q2	$701K	Hold	14,860	–	–	0.65%	22
2025 Q1	$610K	Buy	14,860 +5,650	+61%	+$226K	0.57%	24
2024 Q4	$342K	Buy	+9,210	New	+$354K	0.31%	34

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

M Wealth Management LLC's GDE Position: Q2 2026 in Review

M Wealth Management LLC increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 8.6% in Q2 2026, buying an estimated $61.8K and bringing the position to 11,782 shares worth $720K. The position accounts for 0.57% of the portfolio, ranked #28.

M Wealth Management LLC first reported a position in GDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $885K in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

M Wealth Management LLC held 11,782 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $720K as of Q2 2026.
M Wealth Management LLC bought 932 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $61.8K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.57% of M Wealth Management LLC's portfolio in Q2 2026, its #28 holding.
M Wealth Management LLC first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $885K in Q4 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.