MWM
GDE icon

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

Modern Wealth Management’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 Hold
20,000
– – 0.01% 475
2026
Q1 		$1.28M Buy
+20,000
New +$1.36M 0.02% 376

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
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 $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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Modern Wealth Management's GDE Position: Q2 2026 in Review

Modern Wealth Management held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 20,000 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #475.

Modern Wealth Management first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Modern Wealth Management held 20,000 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.22M as of Q2 2026.
  • Modern Wealth Management left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Modern Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.28M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.