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OneDigital Investment Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

OneDigital Investment Advisors’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 		$7.06M Buy
+112,225
New +$7.62M 0.07% 218

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors's GDE Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026: 112,225 shares worth $7.06M. The stake represents 0.07% of the portfolio and ranks #218 among its holdings.

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

  • OneDigital Investment Advisors held 112,225 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $7.06M as of Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund was a new OneDigital Investment Advisors position in Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.