Magnolia Private Wealth’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Magnolia Private Wealth’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	$5.9M	Sell	204,920 -8,535	-4%	-$566K	3.24%	5
2026 Q1	$6.6M	Buy	213,455 +106,838	+100%	+$7.26M	4.4%	3
2025 Q4	$6.57M	Sell	106,617 -8,561	-7%	-$514K	4.59%	4
2025 Q3	$5.72M	Buy	115,178 +24,177	+27%	+$1.22M	4.2%	5
2025 Q2	$4.29M	Sell	91,001 -112,631	-55%	-$4.92M	3.33%	6
2025 Q1	$2.49M	Buy	203,632 +164,082	+415%	+$6.55M	2.05%	12
2024 Q4	$1.47M	Buy	+39,550	New	+$1.52M	1.26%	20

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Magnolia Private Wealth's GDE Position: Q2 2026 in Review

Magnolia Private Wealth reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 4% in Q2 2026, selling an estimated $566K and leaving 204,920 shares worth $5.9M. The position accounts for 3.24% of the portfolio, ranked #5.

Magnolia Private Wealth first reported a position in GDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.6M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Magnolia Private Wealth held 204,920 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $5.9M as of Q2 2026.
Magnolia Private Wealth sold 8,535 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $566K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 3.24% of Magnolia Private Wealth's portfolio in Q2 2026, its #5 holding.
Magnolia Private Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
Magnolia Private Wealth's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $6.6M in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.