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 Q3	$384K	Hold	6,020	–	–	0.19%	131
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

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $89.8M AUM 14.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Optivise Advisory Services's GDE Position: Q3 2026 in Review

Optivise Advisory Services held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q3 2026 at 6,020 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #131.

Optivise Advisory Services first reported a position in GDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $444K in Q4 2025. 42 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

Optivise Advisory Services held 6,020 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $384K as of Q3 2026.
Optivise Advisory Services left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q3 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #131 holding.
Optivise Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $444K in Q4 2025.
42 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.