Optivise Advisory Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Optivise Advisory Services’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	$368K	Hold	6,020	–	–	0.19%	138
2026 Q1	$379K	Sell	6,020 -1,193	-17%	-$81K	0.23%	106
2025 Q4	$444K	Buy	7,213 +956	+15%	+$57.4K	0.26%	100
2025 Q3	$359K	Buy	+6,257	New	+$317K	0.21%	107

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SWM

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

Optima Capital Beaverton, Oregon $253M AUM 21.52% 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

Optivise Advisory Services's GDE Position: Q2 2026 in Review

Optivise Advisory Services held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 6,020 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #138.

Optivise Advisory Services first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q4 2025. 22 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Optivise Advisory Services held 6,020 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $368K as of Q2 2026.
Optivise Advisory Services left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.19% of Optivise Advisory Services's portfolio in Q2 2026, its #138 holding.
Optivise Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Optivise Advisory Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $444K in Q4 2025.
22 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.