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

Noble Wealth Management PBC’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 		$251K Buy
4,115
+1,130
+38% +$75K 0.11% 146
2026
Q1 		$188K Sell
2,985
-495
-14% -$33.6K 0.09% 151
2025
Q4 		$214K Sell
3,480
-70
-2% -$4.2K 0.11% 141
2025
Q3 		$204K Buy
+3,550
New +$180K 0.11% 137

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

Noble Wealth Management PBC's GDE Position: Q2 2026 in Review

Noble Wealth Management PBC increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 38% in Q2 2026, buying an estimated $75K and bringing the position to 4,115 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #146.

Noble Wealth Management PBC first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Noble Wealth Management PBC held 4,115 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $251K as of Q2 2026.
  • Noble Wealth Management PBC bought 1,130 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $75K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.11% of Noble Wealth Management PBC's portfolio in Q2 2026, its #146 holding.
  • Noble Wealth Management PBC first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.