Optima Capital’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Optima Capital’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	$1.67M	Sell	27,272 -6,764	-20%	-$449K	0.66%	42
2026 Q1	$2.14M	Buy	34,036 +645	+2%	+$43.8K	0.99%	33
2025 Q4	$2.06M	Sell	33,391 -12,919	-28%	-$775K	0.89%	35
2025 Q3	$2.66M	Buy	+46,310	New	+$2.34M	1.29%	23

Other funds holding GDE

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Optima Capital's GDE Position: Q2 2026 in Review

Optima Capital reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 20% in Q2 2026, selling an estimated $449K and leaving 27,272 shares worth $1.67M. The position accounts for 0.66% of the portfolio, ranked #42.

Optima Capital first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.66M in Q3 2025. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Optima Capital held 27,272 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.67M as of Q2 2026.
Optima Capital sold 6,764 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $449K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.66% of Optima Capital's portfolio in Q2 2026, its #42 holding.
Optima Capital first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Optima Capital's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $2.66M in Q3 2025.
20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.