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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
Q2 		$6.96M Buy
113,875
+1,650
+1% +$109K 0.06% 257
2026
Q1 		$7.06M Buy
+112,225
New +$7.62M 0.07% 218

Other funds holding GDE

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
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
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 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

OneDigital Investment Advisors's GDE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 1.5% in Q2 2026, buying an estimated $109K and bringing the position to 113,875 shares worth $6.96M. The position accounts for 0.06% of the portfolio, ranked #257.

OneDigital Investment Advisors first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.06M in Q1 2026. 36 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • OneDigital Investment Advisors held 113,875 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $6.96M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,650 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $109K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $7.06M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.