MPG
GDE icon

My Portfolio Guide’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

My Portfolio Guide’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 		$755 Buy
+12
New +$815 ﹤0.01% 161

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $11.8B AUM 21.23% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

My Portfolio Guide's GDE Position: Q1 2026 in Review

My Portfolio Guide opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026: 12 shares worth $755. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings.

71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • My Portfolio Guide held 12 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $755 as of Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new My Portfolio Guide position in Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of My Portfolio Guide's portfolio in Q1 2026, its #161 holding.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.