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McGrath & Associates’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

McGrath & Associates’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 		$8.07M Buy
132,140
+10,423
+9% +$692K 10.52% 2
2026
Q1 		$7.66M Buy
121,717
+7,511
+7% +$510K 11.26% 2
2025
Q4 		$7.04M Buy
114,206
+3,290
+3% +$197K 9.99% 2
2025
Q3 		$6.37M Buy
110,916
+9,382
+9% +$475K 9.46% 2
2025
Q2 		$4.79M Buy
101,534
+21,950
+28% +$959K 7.8% 2
2025
Q1 		$3.27M Buy
79,584
+17,226
+28% +$688K 5.96% 4
2024
Q4 		$2.31M Buy
+62,358
New +$2.4M 4.67% 5

Other funds holding GDE

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

McGrath & Associates's GDE Position: Q2 2026 in Review

McGrath & Associates increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 8.6% in Q2 2026, buying an estimated $692K and bringing the position to 132,140 shares worth $8.07M. The position accounts for 10.52% of the portfolio, ranked #2.

McGrath & Associates first reported a position in GDE in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • McGrath & Associates held 132,140 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $8.07M as of Q2 2026.
  • McGrath & Associates bought 10,423 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $692K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 10.52% of McGrath & Associates's portfolio in Q2 2026, its #2 holding.
  • McGrath & Associates first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • 20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.